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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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TAF
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Total Asset Fund (TAF sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Kaplan Fox Alerts Polestar Automotive Investors to a Securities Class Action Lawsuit - Deadline is March 31, 2025
February 26, 2025
Tickers
PSNY
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XNAS:PSNY
Kaplan Fox
en/US
From
TheNewswire.com - RSS (Media)
FLNC INVESTIGATION: Kaplan Fox & Kilsheimer LLP is Investigating Fluence Energy, Inc. (FLNC) for Potential Securities Law Violations
February 26, 2025
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IIPR SHAREHOLDER ALERT: Innovative Industrial Properties Investors are Encouraged to Kaplan Fox Before Lead Plaintiff Deadline on March 18, 2025
February 26, 2025
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Kaplan Fox Alerts Crocs Investors to a Securities Class Action Lawsuit - Deadline is March 24, 2025
February 26, 2025
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CROX
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XNAS:CROX
From
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WAMCO ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Western Asset Management (WAMCO) for Potential Securities Law Violations
February 26, 2025
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Kaplan Fox
XNAS:WATFX
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From
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Kaplan Fox Alerts TELUS International Investors to a Securities Class Action Lawsuit - Deadline is March 31, 2025
February 26, 2025
Tickers
TIXT
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Kaplan Fox
XNYS:TIXT
From
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Kaplan Fox Alerts Walgreens Boots Alliance Investors to a Securities Class Action Lawsuit - Deadline is March 31, 2025
February 26, 2025
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WBA
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Kaplan Fox
XNAS:WBA
From
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Kaplan Fox Alerts Monolithic Power Systems Investors to a Securities Class Action Lawsuit - Deadline is April 7, 2025
February 26, 2025
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MPWR
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XNAS:MPWR
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Kaplan Fox
From
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Securities Class Action Lawsuit Against Revance Therapeutics, Inc. (RVNC) - Contact Kaplan Fox Before Deadline on March 4, 2025
February 25, 2025
Tickers
RVNC
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Kaplan Fox
From
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LIGHT & WONDER ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Light & Wonder, Inc. (LNW) for Potential Securities Law Violations
February 25, 2025
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LNW
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Kaplan Fox
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From
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FTAI DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against FTAI Aviation Ltd. (FTAI) and Lead Plaintiff Deadline on March 18, 2025
February 25, 2025
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FTAI
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XNAS:FTAI
From
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PSNY DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Polestar Automotive Holding UK PLC (PSNY) and Lead Plaintiff Deadline on March 31, 2025
February 25, 2025
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PSNY
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XNAS:PSNY
From
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FLUENCE ENERGY ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Fluence Energy, Inc. (FLNC) for Potential Securities Law Violations
February 25, 2025
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FLNC
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Kaplan Fox
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From
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IIPR INVESTOR ALERT: Investors of Innovative Industrial Properties are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on March 18, 2025
February 25, 2025
Tickers
IIPR
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Kaplan Fox
en/US
From
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CROX DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Crocs, Inc. (CROX) and Lead Plaintiff Deadline on March 24, 2025
February 25, 2025
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CROX
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XNAS:CROX
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Kaplan Fox
From
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Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
February 25, 2025
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From
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TIXT DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against TELUS International (Cda) Inc. (TIXT) and Lead Plaintiff Deadline on March 31, 2025
February 25, 2025
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TIXT
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Kaplan Fox
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From
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WBA DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Walgreens Boots Alliance, Inc. (WBA) and Lead Plaintiff Deadline on March 31, 2025
February 25, 2025
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WBA
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XNAS:WBA
From
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MPWR DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Monolithic Power Systems, Inc. (MPWR) and Lead Plaintiff Deadline on April 7, 2025
February 25, 2025
Tickers
MPWR
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Kaplan Fox
en/US
XNAS:MPWR
From
TheNewswire.com - RSS (Media)
PSNY SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Polestar Automotive Holding UK PLC (PSNY) and Lead Plaintiff Deadline on March 31, 2025
February 17, 2025
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PSNY
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en/US
XNAS:PSNY
From
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TIXT SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against TELUS International (Cda) Inc. (TIXT) and Lead Plaintiff Deadline on March 31, 2025
February 17, 2025
Tickers
TIXT
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Kaplan Fox
XNYS:TIXT
From
TheNewswire.com - RSS (Media)
CROX SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Crocs, Inc. (CROX) and Lead Plaintiff Deadline on March 24, 2025
February 17, 2025
Tickers
CROX
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XNAS:CROX
en/US
Kaplan Fox
From
TheNewswire.com - RSS (Media)
IIPR DEADLINE ALERT: Innovative Industrial Properties Investors Are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on March 18, 2025
February 17, 2025
Tickers
IIPR
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en/US
XNYS:IIPR
Kaplan Fox
From
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RVNC DEADLINE ALERT: Revance Therapeutics Investors Are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on March 4, 2025
February 17, 2025
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RVNC
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Kaplan Fox
en/US
XNAS:RVNC
From
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NXT SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Nextracker Inc. (NXT) and Lead Plaintiff Deadline on February 25, 2025
February 17, 2025
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NXT
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XNAS:NXT
From
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KSPI DEADLINE ALERT: Joint Stock Company Kaspi.kz Investors Are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on February 18, 2025
February 17, 2025
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KSPI
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XNAS:KSPI
From
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DEADLINE TOMORROW: Kaplan Fox Reminds Investors of a Deadline for a Securities Class Action Lawsuit Against Applied Therapeutics (APLT)
February 17, 2025
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APLT
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Kaplan Fox
From
TheNewswire.com - RSS (Media)
MPWR SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Monolithic Power Systems, Inc. (MPWR) and Lead Plaintiff Deadline on April 7, 2025
February 17, 2025
Tickers
MPWR
Tags
XNAS:MPWR
en/US
Kaplan Fox
From
TheNewswire.com - RSS (Media)
WBA SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Walgreens Boots Alliance, Inc. (WBA) and Lead Plaintiff Deadline on March 31, 2025
February 17, 2025
Tickers
WBA
Tags
XNAS:WBA
en/US
Kaplan Fox
From
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MPWR DEADLINE FOR LEADERSHIP is April 7, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 15, 2025
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MPWR
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XNAS:MPWR
en/US
Kaplan Fox
From
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