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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
Job Opportunities
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Own Your Practice
Letter to Clients
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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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
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Back Dated Performance Reports
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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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Quest Diagnostics' Employees Celebrate Black History Month: Lawrence's Reading List
March 01, 2022
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Lawrence Guinn Sr/
black history month
Quest Diagnostics
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Newark Mayor Baraka Recognizes Choose Healthy Life for Its Major Role in the Success of the City’s COVID-19 Vaccination Effort
February 25, 2022
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Choose Healthy Life
Quest Diagnostics
NYSE:DGX
From
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Honoring Black History Month with Action
February 24, 2022
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Quest for Health Equity
Quest Diagnostics
NYSE:DGX
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Quest Diagnostics CEO Steve Rusckowski Named to the ROI-NJ Influencers Power List 2022
February 23, 2022
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Quest Diagnostics
Steve Rusckowski
From
3BL Media: Corporate Social Responsibility, Energy and Health News
A Message From Steve Rusckowski
February 22, 2022
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Health & Healthcare
NYSE:DGX
Quest Diagnostics
From
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Green Bronx Machine and Quest Diagnostics Foundation Team up to Expand Acclaimed Indoor Gardening Curriculum to Inspire Healthier Students
February 15, 2022
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Quest Diagnostics
Education
From
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Bengals and a Good Cause Are Supported by Quest Colleagues in Cincinnati
February 11, 2022
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NYSE:DGX
Philanthropy & Cause Initiatives
From
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FORTUNE Magazine Names Quest Diagnostics One of 2022 "World's Most Admired Companies" For Eighth Consecutive Year
February 03, 2022
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Awards, Ratings & Rankings
NYSE:DGX
Quest Diagnostics
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Walmart and Quest Diagnostics Empower People to Take Control of Their Healthcare Through New Consumer-Initiated Laboratory Testing Solution Powered by QuestDirect™ Through Walmart.com
February 02, 2022
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NYSE:DGX
Health & Healthcare
Quest Diagnostics
From
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Quest Diagnostics Receives Perfect Score on Human Rights Campaign Foundation's Corporate Equality Index for Sixth Consecutive Year
January 31, 2022
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Human Rights Campaign Foundation
Quest Diagnostics
NYSE:DGX
From
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Project HOPE Awarded Grant to Reduce Transmission of COVID-19 Variants in Long-term Care Facilities
January 26, 2022
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Philanthropy & Cause Initiatives
NYSE: DGX
Health & Healthcare
From
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Bridge to Health Connects New Mexico Residents to Local Resources to Help Families Live Healthier Lives
January 20, 2022
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Health & Healthcare
Quest Diagnostics
From
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Working to Bridge the Health Equity Gap in Underserved Communities
January 14, 2022
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NYSE:DGX
Quest Diagnostics
From
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Quest Convened Top CEOs to Address Health Inequities in Underserved Communities in Modern Healthcare Webinar
January 07, 2022
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Health & Healthcare
From
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Students Majoring in STEM Studies at Clark Atlanta University, Spelman College and Morehouse College Receive Scholarships
January 03, 2022
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American Heart Association (AHA)
Spelman College
Clark Atlanta University
From
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Quest Diagnostics Participates in the Choose Health Life Black Clergy Conclave
December 30, 2021
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United Way
From
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Big Night for Quest Diagnostics at United Way of New York City Gridiron Gala
December 29, 2021
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Steve Rusckowski
Awards, Ratings & Rankings
Quest for Health Equity
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Governor Ralph Northam of Virginia Expresses Thanks to Quest Diagnostics
December 28, 2021
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Responsible Business & Employee Engagement
Health & Healthcare
From
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Quest for Heath Equity
December 27, 2021
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NYSE:DGX
Quest Diagnostics
From
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Quest Diagnostics Earns Gold Status in American Heart Association's 2021 Workplace Health Achievement Index
December 16, 2021
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Quest Diagnostics
From
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Quest Chairman & CEO Named to 2021 NJ Business Hall of Fame
December 15, 2021
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Quest Diagnostics
From
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Quest Announces Annual Sustainability Awards
December 08, 2021
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Quest Diagnostics
From
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Quest Provides Needed Support for Global Anti-Hate Summit
December 03, 2021
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Quest Diagnostics
Diversity & Inclusion
From
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Choose Healthy Life: National Black Clergy: Turning the Tide
November 30, 2021
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Quest Diagnostics
From
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Quest Diagnostics Receives Coveted Koop Award
November 19, 2021
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Quest Diagnostics
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From
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ICYMI: Collaborating to Address Health Inequities in Underserved Communities
November 16, 2021
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Quest Diagnostics
Health & Healthcare
NYSE:DGX
From
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Quest Named to Forbes List of World's Best Employers 2021
November 10, 2021
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Quest Diagnostics
Awards, Ratings & Rankings
From
3BL Media: Corporate Social Responsibility, Energy and Health News
Quest Diagnostics Gives Colleagues a "High 5"
November 08, 2021
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Responsible Business & Employee Engagement
NYSE:DGX
Quest Diagnostics
From
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Bluford Healthcare Leadership Institute Empowering Greater Equity Among Future Healthcare Leaders
November 03, 2021
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Diversity & Inclusion
Health Equity
Quest Diagnostics
From
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Webinar: Collaborating to Address Health Inequities in Underserved Communities
November 02, 2021
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Health & Healthcare
NYSE:DGX
From
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