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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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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
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Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Latest News about Social Security
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Retirees on Social Security could see monthly benefit rise average $159 in 2023 due to inflation, estimate finds
August 10, 2022
Tags
Prices
Personal investing
Consumer prices
From
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If you're 'unretiring' and collecting Social Security, here's what to know before heading back to work
August 06, 2022
Tickers
JOBS
Tags
Labor economy
Retirement
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From
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Retirees may be focusing on the wrong risks to financial security, due to 'exaggerated assessments of market volatility'
August 05, 2022
Tags
Personal finance
Retiree finances
Personal investing
From
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7 changes Americans are willing to make to fix Social Security — including one with 'overwhelming bipartisan support'
August 03, 2022
Tags
Personal Finance
Personnel
Politics
From
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Want to know how a Social Security benefit cut would affect you? There are calculators for that
August 02, 2022
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From
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Harry Dent
July 26, 2022
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From
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With 13 years until Social Security’s funds are projected to run out, Washington Democrats have some proposals to strengthen the program
July 26, 2022
Tags
Personal Finance
Inflation
Politics
From
CNBC.com News
More Americans plan to tap Social Security retirement benefits early and continue working amid economic uncertainty, survey finds
July 25, 2022
Tags
U/S/ Economy
Financial planning for marriage
Wages and salaries
From
CNBC.com News
Retirees could see their monthly Social Security checks jump by $175 next year. Is that enough to keep up with inflation?
July 21, 2022
Tags
Government Programs
Personal saving
Medicare
From
CNBC.com News
Social Security cost-of-living adjustment could be 10.5% in 2023, according to new estimate
July 13, 2022
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Personal spending
Personal debt
Retirement
From
CNBC.com News
Protecting Social Security benefits from rising inflation is high on voters' wish lists, survey finds
July 08, 2022
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Legislation
Congress
Disability benefits
From
CNBC.com News
Washington leaders agree Social Security needs to be fixed — but proposed tax increases are a key sticking point
July 05, 2022
Tags
Social Security
Personal saving
Retiree finances
From
CNBC.com News
Social Security Administration addressing 'deficiencies' in handling mail during pandemic, says government watchdog report
July 01, 2022
Tags
Government Programs
Personal saving
Postal service
From
CNBC.com News
Just 1% of people got a perfect score on this Social Security quiz, while 65% got a 'D' or 'F' — see how you do
June 30, 2022
Tags
Financial planning for marriage
Disability benefits
Retirement
From
CNBC.com News
Social Security isn't bankrupt: What we know about future benefits based on the latest trustees report
June 25, 2022
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Government Programs
Personal saving
Personal taxes
From
CNBC.com News
Many younger baby boomers may outlive their 401(k) savings, new research finds. Here's why
June 19, 2022
Tags
Employee pension benefits
Social Security
Investment strategy
From
CNBC.com News
Food stamps, credit card debt: Record high inflation forces some older Americans to make tough financial choices
June 16, 2022
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Government Programs
Personal saving
Medicare
From
CNBC.com News
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