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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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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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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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SHARECARE (NASDAQ: SHCR) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Sharecare Investors of a Class Action Lawsuit and June 18, 2024 Lead Plaintiff Deadline
May 10, 2024
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OCUGEN (NASDAQ: OCGN) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Ocugen Investors of a Class Action Lawsuit and June 10, 2024 Lead Plaintiff Deadline
May 10, 2024
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SONDER (NASDAQ: SOND) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Sonder Investors of a Class Action Lawsuit and June 10, 2024 Lead Plaintiff Deadline
May 10, 2024
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CHECKPOINT (NASDAQ: CKPT) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Checkpoint Investors of a Class Action Lawsuit and June 4, 2024 Lead Plaintiff Deadline
May 10, 2024
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EVOLV (NASDAQ: EVLV) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Evolv Investors of a Class Action Lawsuit and May 24, 2024 Lead Plaintiff Deadline
May 10, 2024
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SHOALS (NASDAQ: SHLS) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Reminds Shoals Investors of a Class Action Lawsuit and May 21, 2024 Lead Plaintiff Deadline
May 10, 2024
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LUNA INNOVATIONS (NASDAQ: LUNA) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Luna Investors of Class Action Lawsuit and May 31, 2024 Lead Plaintiff Deadline
May 10, 2024
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AGILON HEALTH (NYSE: AGL) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Notifies Agilon Health Investors of a Class Action Lawsuit and May 20, 2024 Lead Plaintiff Deadline
May 09, 2024
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DOXIMITY (NYSE: DOCS) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and June 17, 2024 Lead Plaintiff Deadline
May 09, 2024
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CHEMOURS (NYSE: CC) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and May 20, 2024 Lead Plaintiff Deadline
May 09, 2024
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SSR MINING (SSRM) INVESTOR ALERT: Kaplan Fox & Kilsheimer LLP Notifies SSR Mining Investors of a Class Action Lawsuit and May 17, 2024 Lead Plaintiff Deadline
May 09, 2024
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DOXIMITY (NYSE: DOCS) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and June 17, 2024 Lead Plaintiff Deadline
May 09, 2024
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CHEMOURS (NYSE: CC) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and May 20, 2024 Lead Plaintiff Deadline
May 09, 2024
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VSTS Investor Alert: Kaplan Fox & Kilsheimer LLP Investigates Claims on Behalf of Investors of Vestis Corporation (NYSE:VSTS)
May 08, 2024
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VESTIS (VSTS) INVESTIGATION: Kaplan Fox & Kilsheimer LLP Investigates VESTIS and Encourages Investors to Contact the Firm
May 07, 2024
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UPDATE: Kaplan Fox Files Class Action to Recover Losses for Investors Who Were Short the Barclays Bank PLC iPath Series B S&P 500 VIX Short-Term Futures ETN (CBOE: VXX) (VXX)
May 02, 2024
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POWERSCHOOL HOLDINGS, INC. (PWSC): Kaplan Fox & Kilsheimer LLP Investigates POWERSCHOOL and Encourages Investors to Contact the Firm
April 19, 2024
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JABIL (JBL): JABIL DISCLOSES INVESTIGATION AND PLACES CEO ON PAID LEAVE - Kaplan Fox & Kilsheimer LLP Investigates and Encourages Investors to Contact the Firm
April 19, 2024
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GLOBE LIFE (GL): Kaplan Fox & Kilsheimer LLP Investigates GLOBE LIFE and Encourages Investors to Contact the Firm
April 18, 2024
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ZOETIS (ZTS) Investor Alert: Kaplan Fox & Kilsheimer LLP Investigates Zoetis Inc. for Potential Securities Law Violations
April 16, 2024
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ZOETIS (ZTS): Kaplan Fox & Kilsheimer LLP Investigates Zoetis and Encourages Investors with Losses to Contact the Firm
April 15, 2024
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UNISWAP LABS (XUN; XUNUSD): Uniswap Labs Has Received a Wells Notice From the SEC - UNI Token Purchasers are Encouraged to Contact Kaplan Fox & Kilsheimer LLP
April 11, 2024
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GLOBE LIFE (GL): Kaplan Fox & Kilsheimer LLP Investigates GLOBE LIFE for Potential Securities Law Violations and Encourages Investors to Contact the Firm
April 11, 2024
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PERION (PERI): Perion Network Investigated by Kaplan Fox & Kilsheimer LLP for Potential Securities Law Violations
April 11, 2024
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UNISWAP LABS (XUN; XUNUSD): Kaplan Fox & Kilsheimer LLP Investigates Uniswap Labs After Receipt of Wells Notice From the SEC
April 10, 2024
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PERION (PERI): Kaplan Fox & Kilsheimer LLP Investigates Perion for Potential Securities Law Violations and Encourages Investors to Contact the Firm
April 10, 2024
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CHEMOURS (NYSE: CC) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and May 20, 2024 Lead Plaintiff Deadline
April 10, 2024
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CC
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LUNA INNOVATIONS (NASDAQ: LUNA) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and May 31, 2024 Lead Plaintiff Deadline
April 10, 2024
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LUNA
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CHEMOURS (NYSE: CC) ALERT: Kaplan Fox & Kilsheimer LLP Reminds Investors of Class Action Lawsuit and May 20, 2024 Lead Plaintiff Deadline
April 09, 2024
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CC
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AUTODESK (ADSK): Kaplan Fox & Kilsheimer LLP Investigates Autodesk for Potential Securities Law Violations and Encourages Investors to Contact the Firm
April 05, 2024
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