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Own Your Practice
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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Back Dated Performance Reports
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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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Event Schedule
TAM
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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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ODD CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit against ODDITY Tech Ltd. (ODD) and Lead Plaintiff Deadline on September 17, 2024
August 04, 2024
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TOMORROW SMG DEADLINE to Lead in a Securities Fraud Lawsuit against Scotts Miracle-Gro Company (SMG) Contact Kaplan Fox & Kilsheimer LLP
August 04, 2024
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SMG DEADLINE FOR LEADERSHIP is August 5, 2024 in a Securities Fraud Lawsuit against Scotts Miracle-Gro Company (SMG) Contact Kaplan Fox & Kilsheimer LLP
August 03, 2024
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SMG DEADLINE REMINDER is August 5, 2024 to Lead in Securities Fraud Lawsuit against Scotts Miracle-Gro Company (SMG) Contact Kaplan Fox & Kilsheimer LLP
August 02, 2024
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ODD SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against ODDITY Tech Ltd. (ODD) and Lead Plaintiff Deadline on September 17, 2024
August 02, 2024
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GRFS Is Being Investigated for Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
August 02, 2024
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DEADLINE is August 5, 2024 to Lead in Securities Fraud Lawsuit against Scotts Miracle-Gro Company (SMG) Contact Kaplan Fox & Kilsheimer LLP
August 01, 2024
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Deadline to Lead in Securities Fraud Lawsuit against ODDITY Tech Ltd. is September 17, 2024 - Contact Kaplan Fox & Kilsheimer LLP
July 31, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Possible Securities Law Violations against Grifols SA (GRFS)
July 31, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Grifols SA (GRFS) for Potential Securities Law Violations
July 30, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Domino's Pizza Inc. (DPZ) for Possible Securities Violations
July 29, 2024
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DXCM Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
July 29, 2024
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Deadline to Lead in Securities Fraud Lawsuit Against Scotts Miracle-Gro is August 5, 2024 - Contact Kaplan Fox & Kilsheimer LLP
July 28, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Possible Securities Law Violations Against DexCom, Inc. (DXCM)
July 28, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating Domino's Pizza Inc. (DPZ) for Potential Securities Law Violations
July 28, 2024
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Kaplan Fox & Kilsheimer LLP is Investigating DexCom, Inc. (DXCM) for Potential Securities Law Violations
July 26, 2024
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SMG Deadline to Lead in Securities Fraud Lawsuit is August 5, 2024 - Contact Kaplan Fox & Kilsheimer LLP
July 26, 2024
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Domino's Pizza Inc. Is Being Investigated by Kaplan Fox & Kilsheimer LLP for Potential Securities Law Violations
July 26, 2024
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SCOTTS MIRACLE-GRO CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Scotts Miracle-Gro (SMG) and Lead Plaintiff Deadline on August 5, 2024
July 24, 2024
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LEGALZOOM INVESTIGATION REMINDER: Kaplan Fox & Kilsheimer LLP Investigates LegalZoom.com (LZ) Following the CEO's Abrupt Departure and Reduction in Full-year Guidance
July 24, 2024
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LEGALZOOM INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP Investigates LegalZoom.com (LZ) Following the CEO's Abrupt Departure and Reduction in Full-year Guidance
July 23, 2024
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SMG SHAREHOLDER ACTION ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Scotts Miracle-Gro (SMG) and Lead Plaintiff Deadline on August 5, 2024
July 23, 2024
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TERADATA CLASS ACTION ALERT: Kaplan Fox Encourages Investors to Contact the Firm Before Lead Plaintiff Deadline of August 13, 2024
July 23, 2024
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SMG CLASS ACTION DEADLINE: Kaplan Fox Reminds Investors of a Class Action Lawsuit against Scotts Miracle-Gro (SMG) and Lead Plaintiff Deadline on August 5, 2024
July 22, 2024
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Teradata Lead Plaintiff Deadline: Kaplan Fox Encourages Investors to Contact the Firm Before Lead Plaintiff Deadline of August 13, 2024
July 22, 2024
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TDC DEADLINE ALERT: Kaplan Fox Reminds Investors of August 13, 2024 Lead Plaintiff Deadline in Securities Fraud Class Action Filed Against Teradata (TDC)
July 19, 2024
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SMG DEADLINE ALERT: Kaplan Fox Reminds Investors of a Class Action Lawsuit Against Scotts Miracle-Gro (SMG) and Lead Plaintiff Deadline on August 5, 2024
July 18, 2024
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Scotts Miracle-Gro (SMG) Investor Alert: Kaplan Fox Reminds SMG Investors of a Class Action Lawsuit and August 5, 2024 Lead Plaintiff Deadline
July 17, 2024
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UNITEDHEALTH GROUP (UNH) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Important July 15, 2024 Lead Plaintiff Deadline in Securities Fraud Class Action
July 10, 2024
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DRIL-QUIP (NYSE: DRQ): Kaplan Fox & Kilsheimer LLP Investigates Dril-Quip Following Disclosure of $67 Million of Misclassified Inventory Write-Downs
July 10, 2024
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