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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
PRODUCTS
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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Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Market Value Securities (MVS)
MVS Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
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)
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
TAM
Event Schedule
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
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Here's How Much You Would Have Made Owning Charles Schwab Stock In The Last 20 Years
January 09, 2025
Tickers
NEWS
SCHW
Tags
Benzinga
Market News
SCHW
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Yield Curve Normalization, Cheap Valuation, EPS Growth To Boost Banks In 2025: Truist Initiates Coverage On These 14 Regional Names
January 08, 2025
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January 07, 2025
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AFRM
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How Is The Market Feeling About Charles Schwab?
December 31, 2024
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Spotlight on Charles Schwab: Analyzing the Surge in Options Activity
December 23, 2024
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SCHW
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Benzinga
SCHW
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Trump Era Will Unlock Crypto Market With Regulatory Clarity, Says Analyst
December 18, 2024
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COIN
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Long Ideas
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A Look Into Charles Schwab Inc's Price Over Earnings
December 17, 2024
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SCHW
Tags
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BZI/PE
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$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
December 16, 2024
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SCHW
Tags
Benzinga
Market News
BZI/POD
From
Benzinga
Unpacking the Latest Options Trading Trends in Charles Schwab
December 13, 2024
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SCHW
Tags
SCHW
Markets
Benzinga
From
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Democratic Congressman Bought DJT Stock After 2024 Election, Months After Saying Donald Trump 'Unfit To Serve'
December 11, 2024
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AMZN
DJT
IBKR
MSFT
Tags
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Bank Of America Raises Bullish Outlook On US Brokers, Exchanges, Alternative Investments: 3 Top Picks For 2025
December 11, 2024
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HOOD
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OWL
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December 09, 2024
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December 05, 2024
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Decoding Charles Schwab's Options Activity: What's the Big Picture?
December 04, 2024
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Charles Schwab, Goldman Sachs Boosts MARA Stake As Stock Rallies 30% In Past 6 Months: Morgan Stanley, Other Major Funds Trim Positions In Q3
December 03, 2024
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SEC Approves America's First 24-Hour Stock Exchange — What It Means For You
November 28, 2024
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Charles Schwab Prepares For Spot Cryptocurrency Trading Under New Leadership
November 22, 2024
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Robinhood Targets Affluent Investors With $300 Million TradePMR Deal
November 19, 2024
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Benzinga
Peering Into Charles Schwab's Recent Short Interest
November 18, 2024
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2 Growth Stocks Hit a Snag
November 12, 2024
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9 Stocks To Watch: Financial Sector Outshines Tech In 2024 As 'Trump Trade' Sparks M&A Optimism
November 07, 2024
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Why Brokerage Stocks Like Schwab and Raymond James Are Up Today
November 06, 2024
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RJF
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Robinhood Reports Record Overnight Trading Volume, 400 Million 2024 Election Contracts Traded
November 06, 2024
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Here's How Much $1000 Invested In Charles Schwab 20 Years Ago Would Be Worth Today
November 05, 2024
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November 02, 2024
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Schwab Expands 24 Hour Trading To Include All Stocks In S&P 500, Nasdaq 100, Hundreds Of ETFs
October 30, 2024
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ICE
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SCHW
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Top Stories
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Benzinga
In-Depth Examination Of 18 Analyst Recommendations For Charles Schwab
October 24, 2024
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October 23, 2024
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GPN
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GPN
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October 21, 2024
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