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Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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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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
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
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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Kaplan Fox Encourages Investors of Iovance Biotherapeuitcs, Inc. (IOVA) to Contact the Firm Before Lead Plaintiff Deadline on July 14, 2025
May 19, 2025
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Kaplan Fox
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Kaplan Fox Encourages Investors of Compass Diversified Holdings (CODI) to Contact the Firm Before Lead Plaintiff Deadline on July 8, 2025
May 17, 2025
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Kaplan Fox Alerts Investors of Iovance Biotherapeutics, Inc. (IOVA) to a Securities Class Action Deadline on July 14, 2025
May 17, 2025
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Kaplan Fox Alerts Investors to a Securities Class Action Against Iovance Biotherapeutics, Inc. (IOVA) - Deadline is July 14, 2025
May 16, 2025
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Kaplan Fox Alerts Investors of Compass Diversified Holdings (CODI) to a Securities Class Action Deadline on July 8, 2025
May 15, 2025
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Kaplan Fox is Investigating Potential Securities Law Violations Against Iovance Biotherapeutics, Inc. (IOVA)
May 15, 2025
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Kaplan Fox Announces an Investigation Into Iovance Biotherapeutics, Inc. (IOVA) for Potential Securities Law Violations
May 13, 2025
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Kaplan Fox is Investigating Potential Securities Law Violations Against 1-800-FLOWERS (FLWS)
May 12, 2025
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Kaplan Fox Alerts Compass Diversified Holdings (CODI) Investors to a Securities Class Action Lawsuit - Deadline is July 8, 2025
May 12, 2025
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Kaplan Fox is Investigating 1-800-FLOWERS (FLWS) for Potential Securities Law Violations
May 10, 2025
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Kaplan Fox Alerts Investors to a Securities Class Action Against Compass Diversified Holdings (CODI) - Deadline is July 8, 2025
May 10, 2025
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Kaplan Fox is Investigating SelectQuote and GoHealth for Potential Securities Law Violations Following the DOJ's Allegation of a Kickback Scheme
May 10, 2025
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Kaplan Fox Announces an Investigation Into 1-800-FLOWERS.COM, Inc. for Potential Securities Law Violations
May 09, 2025
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SelectQuote and GoHealth Are Being Investigating for Potential Securities Law Violations Following the DOJ s Allegation of a Kickback Scheme - Contact Kaplan Fox & Kilsheimer LLP
May 09, 2025
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SLQT
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Kaplan Fox Announces an Investigation Into Compass Diversified Holdings (CODI) for Potential Securities Law Violations
May 08, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating SelectQuote and GoHealth Following the DOJ's Allegation of a Kickback Scheme Involving SLQT and GOCO
May 07, 2025
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LANDSTAR SYSTEM Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
May 07, 2025
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Kaplan Fox Alerts Ibotta Investors to a Securities Class Action Lawsuit - Deadline is June 16, 2025
May 07, 2025
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ICU MEDICAL SECURITIES INVESTIGATION: Kaplan Fox & Kilsheimer LLP is Investigating ICU Medical, Inc. (ICUI) for Possible Securities Law Violations
May 05, 2025
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head Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Take-Two Interactive Software, Inc. (TTWO)
May 05, 2025
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LANDSTAR SYSTEM is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
May 05, 2025
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IBTA DEADLINE ALERT: Ibotta Investors Are Encouraged to Contact Kaplan Fox Before Lead Plaintiff Deadline on June 16, 2025
May 05, 2025
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ICUI SHAREHOLDER ALERT: Kaplan Fox & Kilsheimer LLP is Investigating ICU Medical, Inc. (ICUI) for Potential Securities Law Violations
May 03, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Take-Two Interactive Software, Inc. (TTWO)
May 03, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Landstar System, Inc. (LSTR)
May 03, 2025
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IBTA CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Ibotta, Inc. (IBTA) and Lead Plaintiff Deadline on June 16, 2025
May 03, 2025
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Kaplan Fox & Kilsheimer LLP is Investigating Take-Two Interactive Software, Inc. (TTWO) for Potential Securities Law Violations
May 02, 2025
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ICU MEDICAL ALERT: Kaplan Fox & Kilsheimer LLP is Investigating ICU Medical, Inc. (ICUI) for Potential Securities Law Violations
May 01, 2025
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ICUI
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Kaplan Fox & Kilsheimer LLP is Investigating Landstar Systems, Inc. (LSTR) for Potential Securities Law Violations
May 01, 2025
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LSTR
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IBOTTA DEADLINE FOR LEADERSHIP is June 16, 2025 in a Securities Fraud Lawsuit - Contact Kaplan Fox & Kilsheimer LLP
May 01, 2025
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IBTA
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