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Own Your Practice
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Fixed Income Portfolio (FIP)
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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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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
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Back Dated Performance Reports
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Total Asset Market (TAM sm) Presentation
TAF
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Total Asset Fund (TAF sm) Presentation
MVS
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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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INVESTIGATION ALERT: Franklin Resources Faces Potential Securities Law Violations Contact Kaplan Fox & Kilsheimer LLP
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BEN ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
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FRANKLIN RESOURCES Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
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FRANKLIN RESOURCES Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
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INVESTIGATION REMINDER: Kaplan Fox Continues to Investigate Franklin Resources, Inc. (BEN) for Securities Law Violations
December 26, 2024
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FRANKLIN RESOURCES INVESTIGATION ALERT: Kaplan Fox Continues Investigation of Franklin Resources, Inc. (BEN) for Securities Law Violations
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December 13, 2024
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Kaplan Fox Continues to Investigate Franklin Resources and Ken Leech for Securities Law Violations
December 12, 2024
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THE JUSTICE DEPARTMENT AND SEC CHARGE KEN LEECH WITH SECURITIES FRAUD - Contact Kaplan Fox & Kilsheimer LLP
December 07, 2024
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CO-CHIEF INVESTMENT OFFICER, KEN LEECH HAS BEEN CHARGED WITH SECURITIES FRAUD - Contact Kaplan Fox & Kilsheimer LLP
December 06, 2024
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KEN LEECH, CO-CHIEF INVESTMENT OFFICER HAS BEEN CHARGED FOR SECURITIES FRAUD BY THE SEC AND JUSTICE DEPARTMENT Contact Kaplan Fox & Kilsheimer LLP
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MULTIPLE GOVERNMENT AGENCIES HAVE CHARGED KEN LEECH FOR CHERRY PICKING - Contact Kaplan Fox & Kilsheimer LLP
November 29, 2024
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KEN LEECH CHARGED BY MULTIPLE GOVERNMENT AGENCIES FOR CHERRY PICKING - Contact Kaplan Fox & Kilsheimer LLP
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FRANKLIN RESOURCES IS THE TARGET OF MULTIPLE GOVERNMENT INVESTIGATIONS - Contact Kaplan Fox & Kilsheimer LLP
November 16, 2024
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FRANKLIN RESOURCES MANAGER RECEIVES WELLS NOTICE AND MULTIPLE GOVERNMENT AGENCIES INVESTIGATE - Contact Kaplan Fox & Kilsheimer LLP
November 15, 2024
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MULTIPLE GOVERNMENT AGENCIES INVESTIGATING FRANKLIN RESOURCES - Contact Kaplan Fox & Kilsheimer LLP
November 14, 2024
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FRANKLIN RESOURCES IS BEING INVESTIGATED BY SEC, DOJ and CFTC - Contact Kaplan Fox & Kilsheimer LLP
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FRANKLIN RESOURCES INVESTIGATION REMINDER: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
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BEN INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
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FRANKLIN RESOURCES INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
October 11, 2024
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BEN ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Franklin Resources, Inc. (BEN) for Potential Securities Law Violations
September 28, 2024
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Franklin Resources & Western Asset Management Co. Are Being Investigated for Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
September 11, 2024
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FRANKLIN RESOURCES INVESTIGATION ALERT: Kaplan Fox & Kilsheimer LLP Is Investigating Franklin Resources, Inc. for Potential Securities Law Violations
September 06, 2024
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Franklin Resources, Inc. Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
August 29, 2024
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Franklin Resources, Inc. Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
August 29, 2024
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