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Brochure Supplement Amit Stavinsky
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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Fixed Income Portfolio (FIP)
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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
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about R2
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Rivian Q2 Earnings: Revenue Beat, EPS Miss, Delivery Guidance Stays On Track, But With Heavier Losses
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Rivian Analyst Downgrades Stock With 'Triple Whammy' Of Policy Risk: 'No Catalysts In 2025'
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February 19, 2025
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Rivian CEO Downplays $7,500 EV Tax Credit Concerns: 'Not A Political Thing'
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Rivian R2 Road Tour Heads To Detroit, Chicago, Los Angeles, And More
November 19, 2024
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Rivian Stock 'Powering Through Some Speed Bumps': Analysts Highlight Volkswagen JV, Amazon Partnership, R2 Launch After Q2 Earnings
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Rivian Q2 Earnings Highlights: Revenue Beat, EPS Miss, Volkswagen JV To 'Speed Up The Transition Away From Fossil Fuels'
August 06, 2024
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Rivian Stock Down 37% YTD: Can Q2 Results, Guidance, R2 Pre-Orders Kickstart Rally For EV Manufacturer?
August 05, 2024
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Rivian Q1 Earnings Preview: Analyst Estimates, R2 Update, Key Production Focus Areas
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Rivian 'Best Positioned EV OEM': Analyst Praises Long-Term Outlook, R2 Launch, With Short-Term Caution
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Is Rivian's R2 Faster And Better Than Tesla's Model Y? Leaked Specs Reveal Key Details — And Starting Price Too
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Did Rivian Just Reveal The First Glimpse Of R2 Interior? Not Exactly
February 08, 2024
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Benzinga
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Rivian Confirms R2 EV Launch Date, Will Unveil Second-Generation Platform In March
February 05, 2024
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