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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
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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
EVENTS
FIP
Event Schedule
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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
Bond Fund Seminar
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Buckle Up for Toyota Stock’s Next Leg Up: Why TM Shows No Signs of Slowing
May 07, 2024
Tickers
GM
STLA
TM
TSLA
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Hybrid Headache: Why Rivian Stock May Sputter Amid This New Headwind
May 07, 2024
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The 3 Most Undervalued Auto Stocks to Buy in May 2024
May 06, 2024
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GM
STLA
TM
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TM
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From
InvestorPlace
Is May 7 When Joby Aviation Stock Takes Off?
May 06, 2024
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DAL
JOBY
TM
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Stock Market Crash Alert: 3 Must-Buy Auto Stocks When Prices Plunge
May 06, 2024
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3 EV Stocks to Buy That Are Likely to Get Some Love From Democratic Governors
May 03, 2024
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LCID
RIVN
TM
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Market News
Today's Market
From
InvestorPlace
Toyota Goes All In On Hydrogen As California R&D Office Transforms Into H2HQ
May 02, 2024
Tickers
EVS
NEWS
TECH
TM
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Ted Ogawa
electric vehicles
mobility
From
Benzinga
Giga Pause: Elon Musk's Tesla Reportedly Backs Down On Ambitious EV Manufacturing Technique Amid Hardcore Cost-Cutting Drive
May 02, 2024
Tickers
BYDDF
BYDDY
EVS
NEWS
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mobility
electric vehicles
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From
Benzinga
Shhh! 3 Secret Retirement Stocks Flying Below Wall Street’s Radar
May 01, 2024
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CAH
MFC
TM
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MFC
TM
From
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Stock Market Crash Alert: 3 Must-Buy Battery Stocks When Prices Plunge
May 01, 2024
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SLDP
TM
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Market News
From
InvestorPlace
Forget Tesla, Buy Toyota Stock. TM’s Hybrid Strategy Is Lapping the EV Craze.
April 30, 2024
Tickers
TM
TSLA
Tags
TM
NYSE:TM,NASDAQ:TSLA
TSLA
From
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3 Autonomous Driving Stocks with the Potential to Make You an Overnight Millionaire
April 30, 2024
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AMBA
DRIV
HYMTF
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Market News
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From
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Japan Intervenes To Support Struggling Yen: Why Did It Trigger Nikkei 225 Dip? 4 Charts To Watch
April 29, 2024
Tickers
ASIA
EWJ
TM
Tags
Benzinga
Forex
Japan
From
Benzinga
Flying Cars are Coming! 3 Stocks to Buy Before They Hit the Skies
April 29, 2024
Tickers
BA
EH
JOBY
POAHY
Tags
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TSLA
TM
From
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Toyota Stock Is the Automaker to Bet On as Hybrid Vehicles Leave EVs in the Dust
April 26, 2024
Tickers
TM
TSLA
Tags
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NYSE:TM,NASDAQ:TSLA
Market News
From
InvestorPlace
What's Going On With Toyota Shares After Revealing $1.4B Investment At Princeton Facility For Making Electric SUVs?
April 25, 2024
Tickers
DIVD
IDVO
NEWS
TM
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DIVD
TM
Benzinga
From
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Trade of the Day: Bet Against Lithia Motors (LAD) Stock Before It’s Too Late
April 25, 2024
Tickers
KMX
LAD
TM
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From
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Japanese Automakers Toyota, Nissan Partner With Tencent, Baidu To Boost AI Capabilities In China
April 25, 2024
Tickers
BIDU
EVS
NEWS
NSANY
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Benzinga
Pooja Rajkumari
From
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Wedbush Just Cut Its Price Target on Tesla (TSLA) Stock
April 24, 2024
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RIVN
TM
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Today's Market
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TSLA Stock Alert: Tesla Axes Plans for $25,000 Model 2
April 24, 2024
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F
GM
TM
TSLA
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Market News
F
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Invest in These 3 Flying Car Stocks Set to Soar in 2025
April 24, 2024
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ACHR
BA
DAL
DLAKY
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ACHR
TM
DLAKY
From
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TSLA Stock Alert: Tesla Job Cuts Continue with ‘Voluntary Programme’ in Germany
April 23, 2024
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TM
TSLA
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TM
NASDAQ:TSLA,NYSE:TM
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After UAW Wins Big In Tennessee, $40M Campaign Continues: 35 Car Plants Are Next
April 22, 2024
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AUTO
BMWYY
HYMTF
MBGYY
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mobility
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From
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TSLA Stock Alert: Tesla Plunges on Another Round of EV Price Cuts
April 22, 2024
Tickers
BYDDF
GM
TM
TSLA
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GM
NASDAQ:TSLA,NYSE:GM,NYSE:TM,OTCMKTS:BYDDF
From
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3 Auto Stocks to Buy Now: Q2 Edition
April 18, 2024
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F
HMC
HYMTF
TM
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HYMTF
NASDAQ:TSLA,OTCMKTS:HYMTF,NYSE:TM,NYSE:HMC,NYSE:F
From
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Tesla Stock Forecast: Why a Double-Digit Plunge Could Be on the Horizon
April 18, 2024
Tickers
BMWYY
BYDDF
F
GM
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TM
NASDAQ:TSLA,NYSE:GM,OTCMKTS:BYDDF,OTCMKTS:HYMTF,OTCMKTS:BMWYY,OTCMKTS:VWAGY,NYSE:F,NYSE:TM
BMWYY
From
InvestorPlace
Deutsche Just Slashed Its Price Target on Tesla (TSLA) Stock
April 18, 2024
Tickers
RIVN
TM
TSLA
Tags
RIVN
Market News
NASDAQ:TSLA,NYSE:TM,NASDAQ:RIVN
From
InvestorPlace
Dear QS Stock Fans, Mark Your Calendars for April 24
April 17, 2024
Tickers
QS
TM
Tags
QS
NYSE:QS,NYSE:TM
Market News
From
InvestorPlace
Ford Recalls 456,565 SUVs And Trucks Over Low Battery Issue, NHTSA Warns Of Safety Risks: Report
April 17, 2024
Tickers
F
NEWS
TM
Tags
Media
Market News
Equities
From
Benzinga
Dear TSLA Stock Fans, Mark Your Calendars for April 23
April 17, 2024
Tickers
AAPL
GM
TM
TSLA
Tags
TM
TSLA
Today's Market
From
InvestorPlace
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