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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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Market Value Securities (MVS)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
Fees
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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WALGREENS DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on March 31, 2025
February 06, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Monolithic Power Systems, Inc. (MPWR) - Deadline is April 7, 2025
February 05, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against TELUS International (Cda) Inc. (TIXT) - Deadline is March 31, 2025
February 05, 2025
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PSNY Deadline to Lead in Securities Fraud Lawsuit is March 31, 2025 - Contact Kaplan Fox & Kilsheimer LLP
February 05, 2025
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WBA Deadline to Lead in Securities Fraud Lawsuit is March 31, 2025 - Contact Kaplan Fox & Kilsheimer LLP
February 05, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Polestar Automotive Holding UK PLC (PSNY) is March 31, 2025 - Contact Kaplan Fox & Kilsheimer LLP
February 04, 2025
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Kaplan Fox Alerts Crocs, Inc. (CROX) Investors to a Securities Class Action Lawsuit - Deadline is March 24, 2025
February 04, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Walgreens Boots Alliance, Inc. (WBA) is March 31, 2025 - Contact Kaplan Fox & Kilsheimer LLP
February 04, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Polestar Automotive Holding UK PLC (PSNY) - Deadline is March 31, 2025
February 03, 2025
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Kaplan Fox & Kilsheimer LLP Alerts Investors to a Securities Class Action Against Walgreens Boots Alliance, Inc. (WBA) - Deadline is March 31, 2025
February 03, 2025
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CROX DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on March 24, 2025
February 03, 2025
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IIPR SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Innovative Industrial Properties, Inc. (IIPR) and Lead Plaintiff Deadline on March 18, 2025
February 03, 2025
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FTAI SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against FTAI Aviation Ltd. (FTAI) and Lead Plaintiff Deadline on March 18, 2025
February 03, 2025
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RVNC SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Revance Therapeutics, Inc. (RVNC) and Lead Plaintiff Deadline on March 4, 2025
February 03, 2025
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KSPI SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Joint Stock Company Kaspi.kz (KSPI) and Lead Plaintiff Deadline on February 18, 2025
February 03, 2025
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Kaplan Fox Alerts Applied Therapeutics, Inc. (APLT) Investors to a Securities Class Action Lawsuit - Deadline is February 18, 2025
February 03, 2025
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MGPI SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against MGPI Ingredients, Inc. (MGPI) and Lead Plaintiff Deadline on February 14, 2025
February 03, 2025
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CROX Deadline to Lead in Securities Fraud Lawsuit is March 24, 2025 - Contact Kaplan Fox & Kilsheimer LLP
February 01, 2025
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IIPR DEADLINE FOR LEADERSHIP is March 18, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 01, 2025
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FTAI DEADLINE FOR LEADERSHIP is March 18, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 01, 2025
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RVNC DEADLINE FOR LEADERSHIP is March 4, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 01, 2025
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KSPI DEADLINE FOR LEADERSHIP is February 18, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 01, 2025
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APLT DEADLINE: Investors Are Encouraged to Contact Kaplan Fox Before the Lead Plaintiff Deadline on February 18, 2025
February 01, 2025
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MGPI DEADLINE FOR LEADERSHIP is February 14, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox
February 01, 2025
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Deadline to Lead in Securities Fraud Lawsuit Against Crocs, Inc. (CROX) is March 24, 2025 - Contact Kaplan Fox & Kilsheimer LLP
January 31, 2025
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IIPR CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Innovative Industrial Properties, Inc. (IIPR) and Lead Plaintiff Deadline on March 18, 2025
January 31, 2025
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FTAI CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against FTAI Aviation Ltd. (FTAI) and Lead Plaintiff Deadline on March 18, 2025
January 31, 2025
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RVNC CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Revance Therapeutics, Inc. (RVNC) and Lead Plaintiff Deadline on March 4, 2025
January 31, 2025
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KSPI CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Joint Stock Company Kaspi.kz (KSPI) and Lead Plaintiff Deadline on February 18, 2025
January 31, 2025
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APLT Deadline to Lead in Securities Fraud Lawsuit is February 18, 2025 - Contact Kaplan Fox & Kilsheimer LLP
January 31, 2025
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