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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
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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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TAV 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)
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Additional Information
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Retirement Planning Needs More Equality
October 14, 2021
Tags
retirement income channel
BlackRock
From
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It’s Not Yet Alarming, but Concerns Are Emerging for Investors
October 13, 2021
Tags
Nationwide
retirement income channel
Mark Hackett
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Inflation Transitory vs. Persistent Debate Rages On
October 12, 2021
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retirement income channel
Inflation
From
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NUSI Offers Different Take on Options-Based Investing
October 12, 2021
Tickers
NUSI
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NUSI
Nationwide
retirement income channel
From
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Earnings Estimates Are Dwindling
October 09, 2021
Tags
Mark Hackett
Nationwide
retirement income channel
From
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NUSI For Seeking Yield & Downside Protection
October 07, 2021
Tickers
NUSI
Tags
retirement income channel
Nationwide
NUSI
From
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Retirees Need More Help Planning for Long-Term Care Costs
October 07, 2021
Tags
Inflation
retirement income channel
From
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Rising Inflation Has Investors Flocking to TIPS ETFs
October 05, 2021
Tickers
VTIP
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Vanguard
VTIP
retirement income channel
From
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Investors Jittery About Economic Headwinds
September 29, 2021
Tags
Mark Hackett
retirement income channel
Nationwide
From
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Reasons to Keep It Short With Junk Bond Exposure
September 29, 2021
Tickers
HYS
SHYG
SJNK
SPDR
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SJNK
iShares
SHYG
From
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Rethinking the Spending Side of the Retirement Equation
September 27, 2021
Tags
retirement income channel
From
ETF Trends
Examining the Different Flavors of Inflation
September 24, 2021
Tags
Mark Hackett
Inflation
Nationwide
From
ETF Trends
Stocks Dip and Introduce Dilemma
September 23, 2021
Tags
Mark Hackett
retirement income channel
Nationwide
From
ETF Trends
Backdoor Roth IRA Contributions Under Political Scrutiny
September 21, 2021
Tags
Roth IRA
retirement income channel
From
ETF Trends
Municipal Bonds Still Part of the Retirement Income Equation
September 21, 2021
Tickers
MUB
Tags
MUB
BlackRock
retirement income channel
From
ETF Trends
Pandemic Actually Boosted Case for International Equities
September 17, 2021
Tags
Mark Hackett
Nationwide
retirement income channel
From
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Yes, the Pandemic Is Having an Obvious Inflation Impact
September 17, 2021
Tags
retirement income channel
Nationwide
Inflation
From
ETF Trends
Bank Loans Providing Needed Income Jolt
September 15, 2021
Tickers
BKLN
Tags
Invesco
retirement income channel
BKLN
From
ETF Trends
Debt Ceiling Debate not Roiling Bond Markets…Yet
September 13, 2021
Tags
bonds
retirement income channel
debt ceiling
From
ETF Trends
Stop Trying to Predict Interest Rate Moves
September 13, 2021
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
Here’s What Americans Have to Say About Inflation
September 09, 2021
Tags
Global X
retirement income channel
From
ETF Trends
When It Comes to Retirement Savings, Don’t Delay
September 08, 2021
Tags
retirement income channel
From
ETF Trends
Retirement Investors Facing Array of Bond Conundrums
September 08, 2021
Tags
retirement income channel
From
ETF Trends
Understanding Tax Perks Offered by ETFs
September 07, 2021
Tags
retirement income channel
tax benefits
From
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Treasury Yields Could Be Ready to Rise Anew
September 03, 2021
Tags
retirement income channel
From
ETF Trends
Hard to Stop Stocks, but Challenges Are out There
September 01, 2021
Tags
retirement income channel
Nationwide
Mark Hackett
From
ETF Trends
Are Investment-Grade Corporate Bonds Still Worth It?
August 30, 2021
Tags
retirement income channel
Corporate Bonds
From
ETF Trends
In Retirement, Focus on Cash Flow Over Income Replacement
August 27, 2021
Tags
retirement income channel
From
ETF Trends
Delta Variant Could Dent Economy
August 26, 2021
Tags
Nationwide
retirement income channel
Mark Hackett
From
ETF Trends
Equities Gain Amid Uncertain Backdrop
August 26, 2021
Tags
retirement income channel
Nationwide
Mark Hackett
From
ETF Trends
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