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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
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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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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
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EVENTS
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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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Corona parent Constellation Brands shares on pace for record as big investor deepens its involvement to make it less of a family-controlled company
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'He's Been Paralyzed': This Former Anheuser-Busch Exec Says The Current CEO Has Failed To Fix The Bud Light Crisis — Must Quit Now And Let Someone Else Save The 'Sinking Ship'
July 15, 2023
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Here's How Much $100 Invested In Constellation Brands 15 Years Ago Would Be Worth Today
July 14, 2023
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Once-mighty Canopy Growth loses billions as dream of pot riches runs into reality of oversupply and overspending
July 14, 2023
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Glass Bottling Plants Are Shutting Down After Bud Light Boycott Slammed Sales — 600 Employees Are Now Jobless; 2 Other Big Beverage Stocks To Watch Now
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Constellation Brands - A Diversified Tale Of Making The Best Of A Slow Growth Industry
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Constellation Brands can get beer margins back to 40% without raising prices, analyst says
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Canopy Growth Completes Conversions Pursuant To $100M Convertible Debentures
July 03, 2023
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June 30, 2023
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Dow Surges 200 Points; Constellation Brands Posts Upbeat Results
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Constellation Brands Q1: Earnings Beat, 11% Sales Growth In Beer Business & More
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Constellation Brands earnings top estimates as beer sales rise 11%. The stock is still down.
June 30, 2023
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Recap: Constellation Brands Q1 Earnings
June 30, 2023
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US Stocks Set To Finish First Half Of Year On A High: Why Analyst Sees Bullish Momentum Seeping Into H2
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June 30, 2023
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Nike, Constellation Brands And 3 Stocks To Watch Heading Into Friday
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Markets Turn More Bullish As Bank Shares Rise On Stress Test Results
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$1000 Invested In This Stock 20 Years Ago Would Be Worth $17,000 Today
June 29, 2023
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