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Fixed Income Portfolio (FIP)
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Sample Portfolio
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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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Today’s biggest mortgage savings? Shorter terms have the lowest rates | August 29, 2023
August 29, 2023
Tags
300942a0/64fb/57d1/8f73/aeeb033a08e4
article
fox/business/topic/mortgage/todays/mortgage/rates
From
FOX Business
Today’s lowest mortgage rate? Try 15-year terms | August 28, 2023
August 28, 2023
Tags
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fox/business/home/mortgage
From
FOX Business
'Shark Tank' star Kevin O'Leary warns soaring interest rates will cause 'real chaos' for US economy
August 27, 2023
Tags
Fox Business
fox/business/topic/mortgage
fcc99739/38c1/59a5/880e/40b14898acba
From
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Home price growth reaches highest level since last year: Redfin
August 25, 2023
Tags
13a7282d/a996/5589/a7e9/acc919f8cacf
fox/business/personal/finance
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From
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Mortgage rates leap to 22-year high
August 24, 2023
Tags
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From
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Today’s lowest mortgage rate? 10-year terms at 6.625% | August 22, 2023
August 22, 2023
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fox/business/topic/mortgage/todays/mortgage/rates
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From
FOX Business
Mortgage delinquency rates return to record low: CoreLogic
August 21, 2023
Tags
fox/business/politics/the/fed
fox/business/topic/mortgage
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From
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Today’s lowest mortgage rates? 15-year terms at 6.25% | August 18, 2023
August 18, 2023
Tags
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fox/business/home/mortgage
fox/business/topic/personal/real/estate
From
FOX Business
Mortgage rates reach highest level in over 20 years
August 17, 2023
Tags
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From
FOX Business
Today’s lowest mortgage rates? Shorter terms hold the biggest savings | August 16, 2023
August 16, 2023
Tags
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fox/business/topic/mortgage
Fox Business
From
FOX Business
Today’s biggest mortgage sayings? 10-year terms at 6.375% | August 15, 2023
August 15, 2023
Tags
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fox/business/topic/mortgage
fox/business/personal/finance
From
FOX Business
Today’s mortgage rates are rising, use shorter terms to save the most | August 14, 2023
August 14, 2023
Tags
fox/business/credible
d2795311/962f/5046/a16c/5275dcc91527
fox/business/home/mortgage
From
FOX Business
Home price growth continues to decline: CoreLogic
August 14, 2023
Tags
fbn
fox/business/home/mortgage
article
From
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More homes sold over the asking price this homebuying season: Case-Shiller
August 11, 2023
Tags
fox/business/credible
fox/business/home/mortgage
d6a329c1/b5c8/50d0/bfaa/b16a513c8719
From
FOX Business
Today’s lowest mortgage rates? Shorter terms in the lower 6% range | August 11, 2023
August 11, 2023
Tags
fox/business/topic/mortgage/todays/mortgage/rates
fox/business/topic/mortgage
fox/business/personal/finance
From
FOX Business
Real estate experts say 'challenges' to buyers and sellers are the 'greatest ever'
August 11, 2023
Tags
fox/business/topic/mortgage
a64831d2/8596/57a2/ad7f/339045d9b431
fox/business/money/credit/debt
From
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Today’s lowest mortgage rates? Consider today's shorter terms | August 10, 2023
August 10, 2023
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article
fox/business/personal/finance
fox/business/topic/mortgage
From
FOX Business
Today’s biggest mortgage savings? 10-year terms at 6% | August 9, 2023
August 09, 2023
Tags
fox/business/topic/mortgage/todays/mortgage/rates
Fox Business
fox/business/topic/mortgage
From
FOX Business
Today’s biggest mortgage savings? 10- and 15-year terms at 6.125% | August 8, 2023
August 08, 2023
Tags
fox/business/credible
fox/business/home/mortgage
fbn
From
FOX Business
What are today's lowest mortgage rates? Look at today's shorter terms | August 7, 2023
August 07, 2023
Tags
f21912b4/1ab7/5a4e/badf/1729c5e905e5
article
fox/business/topic/mortgage
From
FOX Business
Job growth continues to decline as Fed eyes another rate hike
August 04, 2023
Tags
article
fox/business/politics/the/fed
Fox Business
From
FOX Business
Looking for today's lowest mortgage rate? Try 15-year terms | August 4, 2023
August 04, 2023
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fox/business/credible
fbn
fox/business/topic/personal/real/estate
From
FOX Business
Mortgage rates edge higher to nearly 7%
August 03, 2023
Tags
fbn
fox/business/home/mortgage/real/estate
fox/business/markets/economy
From
FOX Business
Today's lowest mortgage rate? 10-year terms at 6.125% | August 3, 2023
August 03, 2023
Tags
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fox/business/topic/personal/real/estate
fbn
From
FOX Business
Want today's lowest mortgage rate? Try today's shorter terms | August 2, 2023
August 02, 2023
Tags
article
fox/business/topic/mortgage/todays/mortgage/rates
fox/business/personal/finance
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
fox/business/personal/finance
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/personal/real/estate
fbn
fox/business/home/mortgage
From
FOX Business
First time homebuyers have to make 13% more compared to a year ago: report
July 29, 2023
Tags
Fox Business
fox/business/topic/mortgage
fox/business/personal/finance
From
FOX Business
Today's lowest mortgage rate? 10-year terms at 5.875% | July 28, 2023
July 28, 2023
Tags
fox/business/topic/mortgage
fox/business/personal/finance
Fox Business
From
FOX Business
Mortgage rates increase as home price growth slows
July 28, 2023
Tags
fbn
fox/business/home/mortgage
fox/business/markets/economy
From
FOX Business
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