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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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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
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TAV Program
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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
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
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3 Consumer Staples Stocks Short Sellers Are Targeting: Danger in the Aisles?
April 03, 2024
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BYND
HSY
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Coca-Cola, Pepsi, and Hormel Are All Magnificent Dividend Stocks. But There's a Simple Reason I Choose 1 Over the Other 2.
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Celsius Is Now a Billion-Dollar Business in North America After Doubling in 2023. That's Why It's Looking for Growth in These 5 International Markets in 2024 and Beyond.
March 31, 2024
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3 Changing Consumer Behaviors That Make These Stocks a Strong Sell
March 29, 2024
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This Is What Whales Are Betting On PepsiCo
March 28, 2024
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Can Celsius Stock Energize Your Portfolio?
March 28, 2024
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March 28, 2024
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1 Dividend Stock Near Its 52-Week Low to Buy Today
March 25, 2024
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March Madness Perfection: The Incredibly Low Odds Of Correctly Nailing 63 NCAA Games
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Subway Sips A New Partnership: PepsiCo To Quench Thirst Across US Locations In Major Beverage Shift
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March 18, 2024
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March 18, 2024
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EH
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March 16, 2024
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1 Magnificent S&P Dividend Stock Down 10% to Buy and Hold Forever
March 16, 2024
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Want $400 a Year in Passive Income? Invest $13,000 in This Dow Dividend Giant
March 16, 2024
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PEP
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Wall Street Favorites: 3 Blue-Chip Stocks With Strong Buy Ratings for March 2024
March 13, 2024
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