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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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Client Information
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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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
EVENTS
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Event Schedule
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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
Tax-Free Income Seminar
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Why Workday Shares Are Trading Higher By Around 9%; Here Are 20 Stocks Moving Premarket
November 29, 2023
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November 29, 2023
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November 28, 2023
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From
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Why Verve Therapeutics Stock Crashed as Much as 30% This Week
November 17, 2023
Tickers
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Recent Press Releases
Market News
VERV
From
Motley Fool
Verve Therapeutics: Why Great Results Aren't Enough
November 16, 2023
Tickers
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Recent Press Releases
Market News
VERV
From
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After Its Stock Crashed 42% in 1 Day, Is Verve Therapeutics a Buy?
November 16, 2023
Tickers
VERV
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VERV
Market News
Recent Press Releases
From
Motley Fool
12 Health Care Stocks Moving In Tuesday's Intraday Session
November 14, 2023
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ALEC
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From
Benzinga
Crude Oil Gains Over 1%; US Budget Deficit Narrows For October
November 13, 2023
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MYNZ
TENX
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From
Benzinga
Why Edible Garden Shares Are Trading Lower By Around 18%? Here Are Other Stocks Moving In Monday's Mid-Day Session
November 13, 2023
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12 Health Care Stocks Moving In Monday's Intraday Session
November 13, 2023
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LIFW
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TNON
From
Benzinga
These 2 Stocks Are Making Big Monday Moves
November 13, 2023
Tickers
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VERV
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MNDY
Recent Press Releases
VERV
From
Motley Fool
Dow Surges 100 Points; Tenax Therapeutics Shares Spike Higher
November 13, 2023
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MYNZ
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JOBY Stock Alert: Joby Aviation Scores New Tax Credit for Ohio Factory
November 13, 2023
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Today's Market
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US Stocks Fall; Tyson Foods Posts Upbeat Earnings
November 13, 2023
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From
Benzinga
Verve Therapeutic Provides First Look At Gene-Editing Drug For Inherited High 'Bad' Cholesterol, Shares Fall
November 13, 2023
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VERV
Biotech
why it's moving
From
Benzinga
Why Is Tracon Pharmaceuticals (TCON) Stock Down 22% Today?
November 13, 2023
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TCON
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NASDAQ:TCON,NASDAQ:VERV,NASDAQ:SNDL,NASDAQ:CAUD
From
InvestorPlace
Verve Therapeutics’ stock falls 40% as analysts question safety of cholesterol-cutting gene-editing treatment
November 13, 2023
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LLY
NVS
SPX
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From
MarketWatch
Why Is Verve Therapeutics (VERV) Stock Down 39% Today?
November 13, 2023
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CAUD
SNES
VERV
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VERV
From
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Why StoneCo Shares Are Trading Higher By Over 6%; Here Are 20 Stocks Moving Premarket
November 13, 2023
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Benzinga
12 Health Care Stocks Moving In Monday's Pre-Market Session
November 13, 2023
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Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
November 13, 2023
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CZOO
DMK
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From
InvestorPlace
Henry Schein, Verve Therapeutics And Other Big Stocks Moving Lower In Monday's Pre-Market Session
November 13, 2023
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AUDC
CART
HSIC
HUT
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Benzinga
From
Benzinga
1 Cathie Wood Stock to Buy Hand Over Fist Right Now
November 09, 2023
Tickers
ARKG
LLY
VERV
Tags
ARKG
Recent Press Releases
VERV
From
Motley Fool
2 Growth Stocks That Already Jumped 50% in November and Could Keep Climbing Higher
November 09, 2023
Tickers
LLY
TMDX
VERV
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TMDX
Recent Press Releases
VERV
From
Motley Fool
Datadog, Tripadvisor, Myriad Genetics, Planet Fitness And Other Big Stocks Moving Higher On Tuesday
November 07, 2023
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APPN
AUGX
AYX
BMRN
Tags
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MTTR
BMRN
From
Benzinga
Inside Cathie Wood’s Portfolio: 3 Stocks She Is Betting Millions On
November 01, 2023
Tickers
APLS
BEAM
ISRG
LLY
Tags
Stocks to Buy
BEAM
NASDAQ:ISRG,NASDAQ:VERV,NASDAQ:BEAM,NASDAQ:APLS,NYSE:PFE,NYSE:LLY
From
InvestorPlace
Why Beam and Verve Therapeutics Shares Soared While Eli Lilly Soured Today
October 31, 2023
Tickers
BEAM
LLY
VERV
Tags
Recent Press Releases
BEAM
LLY
From
Motley Fool
Why JetBlue Airways Shares Are Trading Lower By Around 14%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
October 31, 2023
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AIRE
ANET
ANVS
ATXI
Tags
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RYI
From
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