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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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TAM sm 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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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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Dear SMCI Stock Fans, Mark Your Calendars for Aug. 6
July 25, 2024
Tickers
NOW
NVDA
SMCI
Tags
Today's Market
NVDA
Market News
From
InvestorPlace
Why ServiceNow Shares Are Rising Today
July 25, 2024
Tickers
CRM
IGV
NEWS
NOW
Tags
Benzinga
Equities
Briefs
From
Benzinga
Nasdaq, S&P Futures Slide On More Negative Tech Tidings As Focus Shifts To Q2 GDP Data: Strategist Says Trump Trades May Not Work Even If Ex-President Retakes White House
July 25, 2024
Tickers
AAL
ABBV
AZN
BJRI
Tags
US market preview
Benzinga
ABBV
From
Benzinga
3 Rising Stocks That Can Keep Up With the Magnificent 7
July 25, 2024
Tickers
AVGO
CVLT
MAGS
NOW
Tags
NASDAQ:AVGO, NYSE:NOW, NASDAQ:CVLT, NASDAQ:MAGS
Market News
CVLT
From
InvestorPlace
ServiceNow (NOW) Q2 2024 Earnings Call Transcript
July 24, 2024
Tickers
NOW
Tags
Market News
NOW
Recent Press Releases
From
Motley Fool
NOW Stock Earnings: ServiceNow Beats EPS, Beats Revenue for Q2 2024
July 24, 2024
Tickers
NOW
Tags
Market News
NYSE:NOW
NOW
From
InvestorPlace
ServiceNow Q2 Earnings: Revenue Beat, EPS Beat — 'ServiceNow Intends To Reinvent Every Workflow, In Every Company, In Every Industry With GenAI'
July 24, 2024
Tickers
AI
NEWS
NOW
Tags
NOW
Management
Movers
From
Benzinga
US Stocks Tumble, Magnificent 7 Wipe Out $570 Billion As Mega-Tech Earnings Disappoint, VIX Spikes: What's Driving Markets Wednesday?
July 24, 2024
Tickers
AAPL
AMZN
BSX
CB
Tags
TXN
XLF
$BTC
From
Benzinga
US Stocks Could Open Sharply Lower As Tesla, Alphabet Earnings Offer No Cheer: Analyst Says This Bodes Well For Small-Caps, 'Only Takes A Small Spark To Ignite A Powerful Move'
July 24, 2024
Tickers
BSX
CHKP
CME
CMG
Tags
John Lynch'
QQQ
ORLY
From
Benzinga
Our Top 3 AI Stock Recommendations for Big-Time Gains
July 24, 2024
Tickers
BLDP
NOW
NVDA
VRT
Tags
VRT
NASDAQ:NVDA,NYSE:VRT,NYSE:NOW,NASDAQ:BLDP
NOW
From
InvestorPlace
Why It’s Time to Buy the Dip in Tech Stocks
July 23, 2024
Tickers
AAPL
AMD
AMZN
GOOGL
Tags
Stocks to Buy
AMD
NOW
From
InvestorPlace
Unpacking the Latest Options Trading Trends in ServiceNow
July 23, 2024
Tickers
NOW
Tags
Options
Markets
NOW
From
Benzinga
Cash Machine Activation: 3 Growth Stocks With Explosive Earnings Potential
July 23, 2024
Tickers
AMD
CRM
NOW
TSM
Tags
Market News
CRM
NASDAQ:AMD,NYSE:TSM,NYSE:CRM,NYSE:NOW
From
InvestorPlace
Nvidia Stock Strategy: Don’t Buy the Dip, Wait for the Trough
July 23, 2024
Tickers
AAPL
ADBE
AMZN
CRM
Tags
ADBE
META
AMZN
From
InvestorPlace
Tesla, Alphabet, GM, Ford Lead Earnings Parade This Week As Market Struggles To Sustain The Summer Rally
July 21, 2024
Tickers
AAL
ABBV
AGYS
ASML
Tags
JNPR
SNY
PM
From
Benzinga
7 Long-Term Tech Stocks to Buy and Hold for the Next Decade: July Edition
July 20, 2024
Tickers
AAPL
GOOG
GOOGL
MSFT
Tags
GOOGL
ORCL
MSFT
From
InvestorPlace
ServiceNow Unusual Options Activity For July 19
July 19, 2024
Tickers
NOW
Tags
NOW
Markets
Options
From
Benzinga
3 Stocks to Buy With Annual Recurring Revenue Models
July 18, 2024
Tickers
CRWD
NOW
SEMR
Tags
Market News
NASDAQ:CRWD, NYSE:SEMR, NYSE:NOW
SEMR
From
InvestorPlace
$100 Invested In ServiceNow 10 Years Ago Would Be Worth This Much Today
July 17, 2024
Tickers
NEWS
NOW
Tags
Trading Ideas
Benzinga
NOW
From
Benzinga
3 AI Stocks That Could Be Multibaggers in the Making: July Edition
July 17, 2024
Tickers
BIDU
DIS
MSFT
NOW
Tags
BIDU
NASDAQ:NVDA,NASDAQ:PARA,NYSE:DIS,NYSE:SNOW,NASDAQ:MSFT,NYSE:NOW,NASDAQ:BIDU
DIS
From
InvestorPlace
Is It Too Late to Buy ServiceNow Stock?
July 17, 2024
Tickers
NOW
Tags
Recent Press Releases
NOW
Market News
From
Motley Fool
3 ETFs to Buy for Maximum Exposure to the Hottest Tech Trends
July 17, 2024
Tickers
AVGO
CRWD
CSCO
HACK
Tags
HACK
NOW
CSCO
From
InvestorPlace
Snowflake Stock Meltdown: Is the Cloud Giant’s Growth Story Over?
July 16, 2024
Tickers
AMZN
DELL
GOOG
GOOGL
Tags
MSFT
DELL
AMZN
From
InvestorPlace
3 Sky-High Cloud Stocks Ready for Takeoff
July 14, 2024
Tickers
AMZN
MSFT
NOW
Tags
Market News
MSFT
AMZN
From
InvestorPlace
Behind the Scenes of ServiceNow's Latest Options Trends
July 12, 2024
Tickers
NOW
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
Missed Out on Nvidia Stock? Buy This Spectacular Artificial Intelligence Stock Instead
July 12, 2024
Tickers
NOW
NVDA
Tags
NVDA
Market News
NOW
From
Motley Fool
7 Cloud-Computing Stocks That Can Rain Profits in Your Portfolio
July 09, 2024
Tickers
AMZN
DDOG
GOOG
GOOGL
Tags
GOOGL
AMZN
Stocks to Buy
From
InvestorPlace
3 Top Cloud Computing Stocks for Future-Proof Investing
July 09, 2024
Tickers
AMZN
MSFT
NOW
Tags
NOW
Stocks to Buy
Market News
From
InvestorPlace
3 Moonshot Stocks With the Potential to Turn $10K Into $1 Million
July 09, 2024
Tickers
LLY
MSFT
NOW
Tags
Stocks to Buy
NOW
NYSE:NOW,NASDAQ:MSFT,NYSE:LLY
From
InvestorPlace
ServiceNow's Options Frenzy: What You Need to Know
July 09, 2024
Tickers
NOW
Tags
Benzinga
Market News
BZI/UOA
From
Benzinga
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