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Own Your Practice
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Fixed Income Portfolio (FIP)
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Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Quarterly Performance Reports
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TAV Program
Services, Fees and Compensation
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Home sales increase to highest level since start of year: Redfin
October 02, 2023
Tags
fox/business/personal/finance
fox/business/topic/mortgage
Fox Business
From
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September 29, 2023
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September 27, 2023
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September 25, 2023
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September 21, 2023
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Fed likely to skip an interest rate hike, but high mortgage rates could be here to stay
September 20, 2023
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fox/business/economy
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From
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U.S. home price growth picks up the pace: CoreLogic
September 20, 2023
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Today’s mortgage rates are mixed, 30-year terms fall while 15-year terms rise
September 19, 2023
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fox/business/topic/mortgage/todays/mortgage/rates
From
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Homebuyers are paying above list price in competitive market: survey
September 18, 2023
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Fox Business
From
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What is today’s lowest mortgage rate? Consider shorter terms | September 15, 2023
September 15, 2023
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Mortgage rates rise ahead of September Fed meeting
September 15, 2023
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Want to save the most on today’s mortgage rates? Try shorter terms | September 14, 2023
September 14, 2023
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From
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What is today’s lowest mortgage rate? 15-year terms remain lowest | September 13, 2023
September 13, 2023
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From
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Average monthly mortgage payment at near all-time high
September 12, 2023
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Want today’s lowest mortgage rate? Try 15-year terms | September 12, 2023
September 12, 2023
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From
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What's today’s lowest mortgage rate? Look at today's shorter terms | September 11, 2023
September 11, 2023
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From
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Looking for today’s lowest mortgage rates? Consider 15-year terms | September 8, 2023
September 08, 2023
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From
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Mortgage rates hold steady above 7% ahead of Fed's next move: Freddie Mac
September 08, 2023
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Looking to save on today’s mortgage rates? Try shorter terms | September 7, 2023
September 07, 2023
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From
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Mortgage demand plummets as high rates squeeze buyers
September 06, 2023
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Today’s biggest mortgage rates savings? 15-year terms remain lowest | September 6, 2023
September 06, 2023
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1acb7211/99cf/5fd7/87ab/b81090057889
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From
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Today’s lowest mortgage rate? 10-year terms at 6.25% | September 5, 2023
September 05, 2023
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These are the most affordable states to buy a home
September 05, 2023
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5 ways to pay off debt this Labor Day
September 04, 2023
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fox/business/personal/finance
From
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Mortgage rates take a dip ahead of Labor Day weekend: Freddie Mac
September 01, 2023
Tags
fox/business/home/mortgage/real/estate
e7f6b53f/76ba/5b8f/866b/00d725d5a0b9
fox/business/home/mortgage
From
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Looking for today’s biggest mortgage rate savings? Try 15-year terms | August 31, 2023
August 31, 2023
Tags
fox/business/topic/mortgage/todays/mortgage/rates
cf086b85/10dc/5aef/93b4/4bbd8d1d5fd6
fox/business/topic/mortgage
From
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Home prices increased for 5 consecutive months: Case-Shiller
August 30, 2023
Tags
fox/business/topic/mortgage
fox/business/personal/finance
Fox Business
From
FOX Business
Today’s lowest mortgage rates? Consider today's shorter terms | August 30, 2023
August 30, 2023
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Fox Business
fox/business/personal/finance
From
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