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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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What are today's lowest mortgage rates? Look at today's shorter terms | August 7, 2023
August 07, 2023
Tags
Fox Business
fox/business/home/mortgage
f21912b4/1ab7/5a4e/badf/1729c5e905e5
From
FOX Business
Job growth continues to decline as Fed eyes another rate hike
August 04, 2023
Tags
Fox Business
761edd39/a598/53c3/b329/4f3206db5e6d
fox/business/topic/mortgage
From
FOX Business
Looking for today's lowest mortgage rate? Try 15-year terms | August 4, 2023
August 04, 2023
Tags
fox/business/credible
c24a1529/665d/5731/9c84/516be280c506
fox/business/topic/mortgage
From
FOX Business
Mortgage rates inch toward new high and home prices rising too: Freddie Mac
August 03, 2023
Tags
fox/business/credible
fbn
2766ffa8/9d97/581e/b077/5eac9ab53a94
From
FOX Business
Today's lowest mortgage rate? 10-year terms at 6.125% | August 3, 2023
August 03, 2023
Tags
fox/business/home/mortgage
Fox Business
de845986/9387/5ff5/91ce/c01e1cb9eeed
From
FOX Business
Want today's lowest mortgage rate? Try today's shorter terms | August 2, 2023
August 02, 2023
Tags
fox/business/credible
fox/business/topic/mortgage
fbn
From
FOX Business
What's today's lowest mortgage rate? 10-year terms at 5.875% | August 1, 2023
August 01, 2023
Tags
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fox/business/topic/mortgage
fbn
From
FOX Business
Looking for today's lowest mortgage rate? Try 10-year terms at 5.875% | July 31, 2023
July 31, 2023
Tags
fox/business/topic/mortgage/todays/mortgage/rates
article
fox/business/topic/personal/real/estate
From
FOX Business
Homeownership remains out of reach for many Americans, survey says
July 31, 2023
Tags
article
fox/business/personal/finance
fbn
From
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Today's lowest mortgage rate? 10-year terms at 5.875% | July 28, 2023
July 28, 2023
Tags
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fbn
fox/business/credible
From
FOX Business
Mortgage rates increase as home price growth slows
July 28, 2023
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4da235c2/05f7/5689/8889/89be773895f6
fox/news/fox/news/world/fox/news/finance/fox/news/federal/reserve
fox/business/home/mortgage
From
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Looking to save with today’s mortgage rates? Try shorter terms | July 27, 2023
July 27, 2023
Tags
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Fox Business
fox/business/credible
From
FOX Business
Today’s lowest mortgage rates? Shorter terms hold the biggest savings | July 26, 2023
July 26, 2023
Tags
Fox Business
fox/business/home/mortgage
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From
FOX Business
New home sales decline for first time since February
July 26, 2023
Tags
fox/business/home/mortgage
fox/news/fox/news/us/fox/news/economy/fox/news/housing
fox/business/markets/economy
From
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Looking for today’s best mortgage rate? Consider short-term loans | July 25, 2023
July 25, 2023
Tags
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article
fox/business/topic/personal/real/estate
From
FOX Business
Annual median home prices decline for first time in years: Report
July 25, 2023
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article
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fox/business/topic/mortgage
From
FOX Business
Home prices rose for 4th straight month in May
July 25, 2023
Tags
Fox Business
fox/news/fox/news/us/fox/news/economy/fox/news/housing
fox/business/markets/economy
From
FOX Business
Today’s lowest mortgage rate? 10-year terms lower back down to 5.625% | July 24, 2023
July 24, 2023
Tags
fox/business/credible
fbn
fox/business/topic/mortgage
From
FOX Business
High mortgages rates will weigh on the housing market for years
July 24, 2023
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fox/business/economy
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fox/news/fox/news/us/fox/news/economy/inflation
From
FOX Business
Today’s best mortgage deal? Shorter terms hold the biggest savings | July 21, 2023
July 21, 2023
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fox/business/topic/personal/real/estate
fox/business/personal/finance
3629b923/c08a/5433/a044/8f6f26a7ebde
From
FOX Business
Mortgage rates drop in response to easing inflation: Freddie Mac
July 21, 2023
Tags
5334c048/45a3/5db8/b9e6/7b5c521af150
Fox Business
fox/business/home/mortgage
From
FOX Business
Home prices rebound in April to kick off solid start to spring homebuying season: Case-Shiller
July 20, 2023
Tags
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fbn
fox/business/credible
From
FOX Business
Mortgage rates post biggest decline since March
July 20, 2023
Tags
article
fox/business/money
fbn
From
FOX Business
Existing home sales fall again amid worsening supply shortage
July 20, 2023
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article
fbn
fox/news/fox/news/us/fox/news/economy/fox/news/housing
From
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Today's lowest mortgage rate? 10-year terms at 5.625% | July 20, 2023
July 20, 2023
Tags
fox/business/home/mortgage
Fox Business
53bd149a/8afe/5d62/8637/5f0e6fad7a6f
From
FOX Business
Looking for today's lowest mortgage rate? Try 10-year terms at 5.625% | July 19, 2023
July 19, 2023
Tags
5231682c/14db/5215/a9b2/a68b0189a7e5
fbn
fox/business/topic/mortgage
From
FOX Business
Housing starts slump in June as building challenges persist
July 19, 2023
Tags
Fox Business
fox/news/fox/news/us/fox/news/economy/fox/news/housing
fox/business/markets/economy
From
FOX Business
Homebuilder sentiment rises in June, but builders sound alarm over high mortgage rates
July 18, 2023
Tags
fox/news/fox/news/us/fox/news/economy/fox/news/housing
fox/business/markets/economy
fox/business/home/mortgage
From
FOX Business
Today's best mortgage rates? 10-year terms at 5.625% remain lowest | July 18, 2023
July 18, 2023
Tags
Fox Business
fox/business/home/mortgage
fbn
From
FOX Business
Homes selling near record high again as supply shortage worsens
July 17, 2023
Tags
fox/business/economy
b2cc5f7e/eb28/5450/97a4/366200f73ba7
fox/business/markets/economy
From
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