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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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November inflation report likely to show prices moderated but remain painfully high
December 12, 2022
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fox/business/politics/the/fed
dc4a8efc/24c7/5f31/841b/395bdb6a1d47
article
From
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Americans' inflation expectations eased in November to lowest since 2021, NY Fed survey shows
December 12, 2022
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From
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New IRS rule on Venmo, Cash App payments threatens to sweep up millions of Americans
December 12, 2022
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Brace for a recession in 2023 as job losses top 2 million, Citi says
December 09, 2022
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Megan Henney
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From
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Fed to keep interest rates high all next year, making a recession very likely: Survey
December 09, 2022
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FOXBusiness
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From
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Wholesale inflation rises faster than expected in November as high prices persist
December 09, 2022
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Megan Henney
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From
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US wage growth slows sharply as job market cools off, new report finds
December 08, 2022
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401(k) 'hardship' withdrawals surge to record high as inflation squeezes Americans
December 08, 2022
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Megan Henney
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Jobless claims climb higher to 230,000 as economy cools
December 08, 2022
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From
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Billionaire Ray Dalio warns stock market hasn't priced in 'very harmful' Fed rate hikes
December 07, 2022
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Wealthy New Yorkers fled city en masse as high-tax state exodus persists
December 07, 2022
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Top Wall Street CEOs amplify recession warnings as bets of dismal 2023 swell
December 07, 2022
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Megan Henney
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CEO optimism plunges to two-year low as US economy teeters on brink of recession
December 06, 2022
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Megan Henney
From
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Still missing your tax refund? The IRS will soon pay you 7% interest
December 06, 2022
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fox/business/politics/irs
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From
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Jamie Dimon warns inflation could drag US into recession next year: 'It could be a hurricane'
December 06, 2022
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Megan Henney
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IRS says your tax refund could be smaller in 2023 – here's why
December 05, 2022
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fox/business/money
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From
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S&P 500 could plunge 20% in coming months as recession hits, BofA warns
December 05, 2022
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From
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More Americans getting a second job as high inflation rages
December 05, 2022
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From
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IRS warns Americans about $600 threshold to report Venmo, Cash App payments
December 02, 2022
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From
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November jobs report breakdown: Which industries hired the most workers?
December 02, 2022
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Megan Henney
fox/business/economy
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From
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US economy adds 263,000 jobs in November, better than expected as hiring remains solid
December 02, 2022
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Megan Henney
fox/business/economy
From
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Layoffs mount as job market gets murky
December 02, 2022
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Megan Henney
From
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New York Fed's Williams warns of a 'ways to go' before interest rates are high enough
December 01, 2022
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From
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Job cuts surge 127% in November as companies brace for economic downturn
December 01, 2022
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Megan Henney
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From
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US manufacturing sector contracts in November for first time since 2020
December 01, 2022
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Megan Henney
fox/business/economy
From
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Fed's preferred inflation gauge shows prices cooled in October but remain painfully high
December 01, 2022
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Megan Henney
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Fed's Powell signals smaller interest rate hikes could begin in December
November 30, 2022
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Megan Henney
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From
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Elon Musk urges Fed to cut rates 'immediately,' or risk severe recession
November 30, 2022
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Megan Henney
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From
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Job openings eased in October in early sign of a slowdown
November 30, 2022
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Megan Henney
From
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US companies added just 127,000 jobs in November as hiring slows
November 30, 2022
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