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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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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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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
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A Closer Look at Upstart: A Top AI Stock Buy for 2024
January 14, 2024
Tickers
UPST
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Recent Press Releases
Market News
UPST
From
Motley Fool
Portfolio Protection: 7 Risky Stocks to Drop Right Now
January 12, 2024
Tickers
BA
LCID
LLY
OPEN
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Market News
OPEN
NYSE:BA,NASDAQ:LCID,NYSE:LLY,NASDAQ:OPEN,NASDAQ:PLUG,NASDAQ:SAVA,NASDAQ:UPST
From
InvestorPlace
Forget Upstart: Buy This Magnificent Fintech Stock Instead
January 12, 2024
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PYPL
UPST
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UPST
Recent Press Releases
Market News
From
Motley Fool
Why TechTarget Shares Are Trading Higher By Over 14%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
January 11, 2024
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AAOI
AMRN
ASPN
ATNF
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News
BTBT
LAES
From
Benzinga
Why Upstart Stock Soared 209% in 2023
January 11, 2024
Tickers
UPST
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UPST
Market News
Recent Press Releases
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
January 11, 2024
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BAC
C
COIN
JPM
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C
SOFI
SQ
From
Benzinga
Aspen Aerogels Issues Business Update, Joins Plug Power, SunPower And Other Big Stocks Moving Lower On Thursday
January 11, 2024
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AAOI
AI
AMRN
ASPN
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SANA
AI
From
Benzinga
Robinhood, Palo Alto Networks And 2 Other Stocks Insiders Are Selling
January 11, 2024
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AXNX
HOOD
NEWS
PANW
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Insider Trades
News
AXNX
From
Benzinga
If You Can Only Buy One AI Stock in January, It Better Be One of These 3 Names
January 08, 2024
Tickers
AI
AMD
BOTZ
ISRG
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ISRG
Mutual Funds & ETFs
UPST
From
InvestorPlace
Best AI Stock 2024: Palantir Stock vs. Upstart Stock
January 08, 2024
Tickers
PLTR
UPST
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Recent Press Releases
Market News
PLTR
From
Motley Fool
3 AI Stocks With Tremendous Potential to Be Big Winners Over the Next Decade
January 06, 2024
Tickers
DLR
LMND
UPST
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LMND
Recent Press Releases
Market News
From
Motley Fool
3 Tech Stocks to Sell in January Before They Crash and Burn
January 04, 2024
Tickers
LYFT
PAYC
UBER
UPST
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PAYC
NYSE:PAYC,NASDAQ:LYFT,NYSE:UBER,NASDAQ:UPST
Stocks to Sell
From
InvestorPlace
Why Upstart Stock Jumped 53% in December
January 03, 2024
Tickers
UPST
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Recent Press Releases
Market News
UPST
From
Motley Fool
2 Unstoppable Artificial Intelligence (AI) Stocks Up 159% and 217% in 2023 to Buy in 2024
December 30, 2023
Tickers
AI
UPST
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AI
Market News
Recent Press Releases
From
Motley Fool
Global Mofy Metaverse Reports Follow-on Offering, Joins Lyft, Coinbase Global And Other Big Stocks Moving Lower On Friday
December 29, 2023
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AAOI
AVTX
BTBT
BTDR
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WULF
IREN
Penny Stocks
From
Benzinga
Where Will Upstart Stock Be in 1 Year?
December 28, 2023
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UPST
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Market News
Recent Press Releases
UPST
From
Motley Fool
10 Financials Stocks Whale Activity In Today's Session
December 26, 2023
Tickers
ALL
BAC
BX
COIN
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ALL
COIN
JPM
From
Benzinga
If I'd Bought $1,000 Worth of Upstart Stock at the Start of 2023, Here's How Much I Would Have Today
December 23, 2023
Tickers
UPST
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Market News
Recent Press Releases
UPST
From
Motley Fool
Can Upstart Become a Trillion-Dollar Company by 2050?
December 22, 2023
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UPST
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UPST
Market News
Recent Press Releases
From
Motley Fool
Carvana Is 1 Of The 20-Most Shorted Stocks On The Market, But Share Prices Keep Going Up
December 21, 2023
Tickers
AMC
CVNA
GME
UPST
Tags
Benzinga
UPST
short interest
From
Benzinga
Upstart Stock Analysis: Buy, Sell, or Hold for 2024?
December 21, 2023
Tickers
UPST
Tags
Market News
Recent Press Releases
UPST
From
Motley Fool
3 Obvious Stocks to Dump Before the End of 2023
December 21, 2023
Tickers
NFLX
NKLA
SE
UPST
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Stocks to Sell
NFLX
NKLA
From
InvestorPlace
Upstart Stock Soared 260% in 2023: Will 2024 Deliver the Same?
December 21, 2023
Tickers
UPST
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Recent Press Releases
Market News
UPST
From
Motley Fool
Upstart: Buy, Sell, or Hold?
December 20, 2023
Tickers
CME
FICO
UPST
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FICO
CME
UPST
From
Motley Fool
7 Growth Stocks to Avoid No Matter What
December 19, 2023
Tickers
AI
COIN
DASH
LCID
Tags
PAYC
NASDAQ:LCID,NASDAQ:UPST,NASDAQ:DASH,NYSE:AI,NASDAQ:COIN,CCC:BTC/USD,NASDAQ:RIVN,NYSE:PAYC
BTC/USD
From
InvestorPlace
SOFI, COIN, HOOD, UPST, or AFRM: Who’s Winning the Fintech Stocks Race?
December 18, 2023
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AAPL
AFRM
AMZN
COIN
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AAPL
Market News
AMZN
From
InvestorPlace
10 Financials Stocks Whale Activity In Today's Session
December 18, 2023
Tickers
BAC
BK
C
GS
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Benzinga
UPST
SCHW
From
Benzinga
3 Artificial Intelligence Stocks That Could Be Millionaire-Makers
December 18, 2023
Tickers
PATH
SMCI
UPST
Tags
SMCI
PATH
UPST
From
Motley Fool
Financial Gamechangers: 3 FinTech Stocks Set to Dominate 2024
December 18, 2023
Tickers
SOFI
SQ
UPST
Tags
NASDAQ:SOFI,NYSE:SQ,NASDAQ:UPST
UPST
SQ
From
InvestorPlace
1 Red Flag for Upstart Stock in 2024 (and Beyond)
December 15, 2023
Tickers
UPST
Tags
Market News
Recent Press Releases
UPST
From
Motley Fool
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