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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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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
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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
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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
Tax-Free Income Seminar
Bond Fund Seminar
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Labcorp's Q1 Revenue Surpasses Forecasts; Analysts Scrutinize Invitae Deal
April 25, 2024
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LH
NEWS
NVTA
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Benzinga
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Softbank-Backed Cohesity To Acquire Veritas Data Security Unit For $3B: Report
February 08, 2024
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IPO
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US Stocks Gain; Uber Posts Upbeat Sales
February 07, 2024
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NEWS
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The New York Stock Exchange Will Start Delisting Invitae (NVTA) Stock
February 06, 2024
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ARKG
ARKK
NVTA
SFTBY
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From
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Why Is Agrify (AGFY) Stock Up 57% Today?
February 06, 2024
Tickers
AGFY
EH
NVTA
UBS
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AGFY
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From
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NVTA Stock: Invitae Plunges 78% on the Brink of Bankruptcy
February 06, 2024
Tickers
NTRA
NVTA
SFTBY
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NTRA
NVTA
NYSE:NVTA,OTCMKTS:SFTBY,NASDAQ:NTRA
From
InvestorPlace
Why Is Invitae (NVTA) Stock Down 75% Today?
February 05, 2024
Tickers
FCN
ME
NVTA
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ME
FCN
NVTA
From
InvestorPlace
SoftBank-Backed Genetic Testing Invitae's Descent from $7B Valuation to Near-Bankruptcy
February 05, 2024
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ME
NEWS
NTRA
NVTA
Tags
Benzinga
NVTA
Health Care
From
Benzinga
12 Health Care Stocks Moving In Monday's Intraday Session
February 05, 2024
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ADVM
AKAN
ASLN
DMK
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MIRA
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Is Invitae Stock a Buy Now?
January 29, 2024
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NVTA
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NVTA
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Looking Into Invitae's Recent Short Interest
January 18, 2024
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(NVTA) - Analyzing Invitae's Short Interest
January 01, 2024
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US Court Prohibits NeoGenomics To Sell Type Of Diagnostic Kits To Detect Smaller Number Of Cancer Cells, Favoring Natera In Lawsuit
December 28, 2023
Tickers
NEO
NEWS
NTRA
NVTA
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Benzinga
NVTA
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Benzinga
Invitae Layoffs 2023: What to Know About the Latest NVTA Job Cuts
December 15, 2023
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FSR
GM
NVTA
PLTR
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Today's Market
GM
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InvestorPlace
Better Growth Stock: CRISPR Therapeutics vs. Invitae
December 05, 2023
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AMZN
CRSP
NVTA
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Motley Fool
Why AMC Entertainment Shares Are Trading Lower By Around 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
November 09, 2023
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AFIB
AFRM
AMC
AMLX
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From
Benzinga
Invitae (NVTA) Q3 2023 Earnings Call Transcript
November 09, 2023
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NVTA
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Motley Fool
Earnings Preview: Invitae
November 07, 2023
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Benzinga
3 Things About Invitae Every Smart Investor Knows
November 04, 2023
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Is Invitae Stock a Buy Now?
November 01, 2023
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3 Penny Stocks That Look Like Intriguing Bets for the Long-Term
October 31, 2023
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LICY
NILIF
NVTA
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OTCMKTS:NILIF,NYSE:NVTA,NYSE:LICY
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Why Invitae Stock Popped Today
October 02, 2023
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NVTA
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Market News
Recent Press Releases
From
Motley Fool
Why Intelligent Bio Solutions Shares Are Trading Lower By Around 55%? Here Are Other Stocks Moving In Monday's Mid-Day Session
October 02, 2023
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ARCH
AWIN
BITF
BNOX
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RVLP
ICCM
From
Benzinga
Gold Down 1%; ISM Manufacturing PMI Tops Estimates
October 02, 2023
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EFXT
ICCM
INBS
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Why Is Genetic Testing Invitae Stock Trading Higher Today?
October 02, 2023
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NVTA
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General
Benzinga
why it's moving
From
Benzinga
Coinbase (COIN) Stock Pops 5% on Singapore License News
October 02, 2023
Tickers
COIN
INBS
NVTA
SDC
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COIN
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SDC
From
InvestorPlace
12 Health Care Stocks Moving In Monday's Pre-Market Session
October 02, 2023
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BNOX
CNTX
DHR
FEMY
Tags
Benzinga
INBS
NVTA
From
Benzinga
Why Is Intelligent Bio Solutions (INBS) Stock Down 52% Today?
October 02, 2023
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AWIN
INBS
NVTA
SDC
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AWIN
SDC
NASDAQ:INBS,NASDAQ:SDC,NYSE:NVTA,NASDAQ:AWIN
From
InvestorPlace
Why Is SmileDirectClub (SDC) Stock Down 54% Today?
October 02, 2023
Tickers
AWIN
NVTA
SDC
Tags
NVTA
Market News
Today's Market
From
InvestorPlace
Why Is Invitae (NVTA) Stock Up 28% Today?
October 02, 2023
Tickers
AWIN
NVTA
Tags
AWIN
NVTA
Today's Market
From
InvestorPlace
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