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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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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
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Event Schedule
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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
Tax-Free Income Seminar
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Premier Li Qiang Just Gave Li Auto (LI) Stock a Huge Boost Higher
November 06, 2023
Tickers
BYDDF
LI
TSLA
XPEV
Tags
LI
NASDAQ:LI,NASDAQ:TSLA,OTCMKTS:BYDDF,NASDAQ:XPEV
BYDDF
From
InvestorPlace
Tesla Approaches a New Milestone, but This Rival EV Stock Is Climbing Higher Monday
November 06, 2023
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TSLA
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Recent Press Releases
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TSLA
From
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Futureproof Your Portfolio: 7 Stocks Destined for Skyrocketing Growth
November 06, 2023
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LAC
LI
MSFT
NVDA
Tags
LI
SOFI
Stocks to Buy
From
InvestorPlace
Ryanair Holdings, Prime Medicine And Other Big Stocks Moving Higher In Monday's Pre-Market Session
November 06, 2023
Tickers
BGNE
CCCS
CLOV
LAZR
Tags
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From
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Tesla's Unionization Threat, Rivian Hires Mercedes-Benz Veteran, Nikola's Battery Fire Returns To Haunt In Q3 And More: Biggest EV Stories Of The Week
November 04, 2023
Tickers
ARVL
ASIA
EVS
FFIE
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MBGAF
electric vehicles
From
Benzinga
Warning: Nothing Is Stopping NIO Stock From Crashing Now
November 03, 2023
Tickers
LI
NIO
XPEV
Tags
LI
NIO
NYSE:NIO,NASDAQ:LI,NYSE:XPEV
From
InvestorPlace
Nio Layoffs 2023: What to Know About the Latest NIO Job Cuts
November 03, 2023
Tickers
LI
NIO
TSLA
XPEV
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TSLA
Market News
Today's Market
From
InvestorPlace
The 7 Best Growth Stocks to Buy Now: November Edition
November 03, 2023
Tickers
LI
META
MSFT
NEE
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Stocks to Buy
META
LI
From
InvestorPlace
3 Promising Growth Stocks That are Poised to Double in 2024
November 02, 2023
Tickers
LI
MNSO
RIOT
Tags
NASDAQ:RIOT,CCC:BTC/USD,NYSE:MNSO,NASDAQ:LI
RIOT
MNSO
From
InvestorPlace
I Saw the Car Behind Mullen’s Campus EV on the Road in China. Here’s What I Learned.
November 02, 2023
Tickers
BYDDY
ELMSQ
LI
MULN
Tags
Market News
NASDAQ:MULN,OTCMKTS:ELMSQ,NASDAQ:LI,NYSE:NIO,OTCMKTS:BYDDY
Today's Market
From
InvestorPlace
What's Happening With Li Auto Stock Thursday?
November 02, 2023
Tickers
LI
Tags
why it's moving
News
Market News
From
Benzinga
Tesla’s stock surges toward best day in a month as part of a broad EV-sector rally
November 02, 2023
Tickers
DRIV
FSR
LCID
LI
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LI
LCID
NIO
From
MarketWatch
7 A-Rated Tech Stocks to Buy for November
November 02, 2023
Tickers
CMCSA
LI
LLY
META
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Market News
NVDA
SFTBY
From
InvestorPlace
Why Li Auto Stock Is Rising
November 01, 2023
Tickers
LI
Tags
News
why it's moving
Market News
From
Benzinga
BYD Outperformed Tesla While Li Auto And XPeng Revealed Delivery Records
November 01, 2023
Tickers
ASIA
BMWYY
BYDDY
LI
Tags
BYDDY
automotive
Asia
From
Benzinga
Chinese EV Stocks Nio, Li, Xpeng Report October Deliveries
November 01, 2023
Tickers
BYDDF
F
GM
LI
Tags
LI
NASDAQ:LI,NYSE:XPEV,NYSE:NIO,NASDAQ:TSLA,NYSE:GM,NYSE:F,OTCMKTS:BYDDF,NYSE:TM
F
From
InvestorPlace
Li Auto Stock: The EV Dark Horse Investors Can’t Ignore
November 01, 2023
Tickers
F
LI
Tags
Stocks to Buy
LI
NASDAQ:LI,NYSE:F
From
InvestorPlace
Nio’s stock bounces after October EV sales jump 60%
November 01, 2023
Tickers
LI
MCHI
NIO
SPX
Tags
LI
NIO
ES00
From
MarketWatch
The 3 Best EV Stocks to Buy in November
October 31, 2023
Tickers
BYDDF
LI
TSLA
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LI
Stocks to Buy
TSLA
From
InvestorPlace
Why Is NIO Stock Down Today?
October 31, 2023
Tickers
LI
NIO
XPEV
Tags
NYSE:NIO,NYSE:XPEV,NASDAQ:LI
LI
NIO
From
InvestorPlace
Panasonic Just Raised a Big Red Flag for Tesla (TSLA) Stock
October 31, 2023
Tickers
BYDDF
F
LI
PCRFY
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Battery Stocks
PCRFY
Market News
From
InvestorPlace
3 Electric Vehicle Stocks to Watch in November
October 30, 2023
Tickers
LI
PCRFY
TSLA
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LI
NASDAQ:TSLA,OTCMKTS:PCRFY,NASDAQ:LI
From
InvestorPlace
BYD Beats Q3 Analyst Expectations; HSBC Cuts Price Target But Cites Continued Growth
October 30, 2023
Tickers
ASIA
BYDDF
BYDDY
LI
Tags
Markets
Tech
Earnings
From
Benzinga
Ford Ended The UAW Strike But It Did It At A High Cost Along With Having To Hit The Breaks On Its EV Plans
October 30, 2023
Tickers
BYDDY
F
GM
LI
Tags
XPEV
GM
TSLA
From
Benzinga
Is It Time To Buy Nio?
October 30, 2023
Tickers
ASIA
BYDDF
BYDDY
LI
Tags
Benzinga
TSLA
XPEV
From
Benzinga
NIO Stock: Nio Signs Agreement With Baolong Automotive
October 30, 2023
Tickers
LI
NIO
Tags
Market News
Today's Market
NIO
From
InvestorPlace
The Best EV Stocks to Buy Now? 3 Top Picks.
October 28, 2023
Tickers
LI
LVWR
XPEV
Tags
Stocks to Buy
LVWR
NSYSE:XPEV,NYSE:LVWR,NASDAQ:LI
From
InvestorPlace
Tesla Signals Strategy Reversal, Ford To Go Slow On Electrification, Nikola's $165M Legal Windfall And More: Biggest EV Stories Of The Week
October 28, 2023
Tickers
ARVL
EVS
F
FFIE
Tags
Market News
mobility
Media
From
Benzinga
Chinese EV Names Jump In Hong Kong As Tesla Scraps Discount For Chinese Model Y
October 27, 2023
Tickers
ASIA
BYDDF
BYDDY
LI
Tags
Benzinga
TSLA
XPEV
From
Benzinga
Strong Consumer Turnout Drives Hong Kong Stocks Higher Friday As China's Former Premier Li Keqiang Dies At 68
October 27, 2023
Tickers
AAGIY
ASIA
BABA
CICHY
Tags
MPNGY
NIO
Hong Kong Stock Exchange
From
Benzinga
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