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Own Your Practice
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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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Read FULL Seminar Here
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Mortgage rates climb for a straight fourth week on sustained economic growth and continued inflation
March 02, 2023
Tags
1fb14d55/8d8c/5f0e/92f5/4c5fa4262715
fox/business/home/mortgage/real/estate
fox/business/home/mortgage
From
FOX Business
Today's 15-year mortgage rates offer best opportunity for interest savings | March 2, 2023
March 02, 2023
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article
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Today's standout mortgage deal? 15-year rates fall to 6.25% | Mar. 1, 2023
March 01, 2023
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fox/business/topic/mortgage/todays/mortgage/rates
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From
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Amazon employees will be able to use stock as collateral for home loans
February 28, 2023
Tags
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ff103066/0052/5425/a2d6/4c0b5d428be1
fbn
From
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Lower mortgage rates are helping the housing market recover: Redfin
February 28, 2023
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fox/business/politics/the/fed
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FOX Business
Today's mortgage rates rest across all terms | Feb. 28, 2023
February 28, 2023
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article
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From
FOX Business
Home sales jump for month but headwinds remain
February 27, 2023
Tags
fox/business/markets/economy
fox/business/economy
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From
FOX Business
Today's 20-year mortgage rates emerge as best money-saving opportunity | Feb. 27, 2023
February 27, 2023
Tags
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fox/business/topic/mortgage
From
FOX Business
Mortgage insurance premiums on FHA loans to be reduced in March
February 27, 2023
Tags
52150be2/6094/5f03/9ad2/04342de77c6d
fox/business/credible
fbn
From
FOX Business
Good news: Today's 30-year mortgage rates dip to 6.75% | Feb. 24, 2023
February 24, 2023
Tags
fox/business/topic/personal/real/estate
fbn
fox/business/home/mortgage
From
FOX Business
Mortgage rates keep rising but buyers can still find value in shopping: Freddie Mac
February 24, 2023
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fox/business/personal/finance
Fox Business
From
FOX Business
Mortgage rates climb for third week on threat of sticky inflation
February 23, 2023
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fox/news/fox/news/lifestyle/fox/news/real/estate
Fox Business
From
FOX Business
Savings window opens: Today's 20-year mortgage rates edge down | Feb. 23, 2023
February 23, 2023
Tags
article
fox/business/personal/finance
fox/business/topic/mortgage
From
FOX Business
Home price gains lose momentum in December, but rate of decline slows: CoreLogic
February 23, 2023
Tags
fox/business/topic/mortgage
fox/business/personal/finance
Fox Business
From
FOX Business
Expert sounds alarm on high interest rates being the 'new normal,' leaving real estate 'extremely challenged'
February 22, 2023
Tags
fox/business/shows/varney/and/co
fbn
fox/business/real/estate
From
FOX Business
Today's 15-year mortgage rates dip below 6% | Feb. 22, 2023
February 22, 2023
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3a241902/cc31/545a/9ec3/8dd3cb7aff34
article
fox/business/topic/mortgage
From
FOX Business
Today’s 20-, 30-year mortgage rates hold steady | Feb. 21, 2023
February 21, 2023
Tags
fox/business/home/mortgage
fbn
fox/business/topic/personal/real/estate
From
FOX Business
Home prices likely to continue slowdown trend in coming months: Case-Shiller
February 20, 2023
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article
13e6c8f7/e5f7/5a48/95f1/13f8d3dad941
fox/business/topic/mortgage
From
FOX Business
Still time to save: Today’s 30-year mortgage rates hold steady | Feb. 17, 2023
February 17, 2023
Tags
fox/business/topic/mortgage/todays/mortgage/rates
fox/business/topic/mortgage
Fox Business
From
FOX Business
Mortgage rates increase following January inflation data: Freddie Mac
February 17, 2023
Tags
89d9d783/3d9b/5692/b7a1/c9e8baeae82f
fox/business/credible
fbn
From
FOX Business
Mortgage rates climb for second week on strength of economy
February 16, 2023
Tags
fox/business/economic/indicators
fox/business/home/mortgage/real/estate
fox/business/home/mortgage
From
FOX Business
Buyers, get moving: Today’s 30-year mortgage rates plummet below 6% | Feb. 16, 2023
February 16, 2023
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fbn
fox/business/topic/personal/real/estate
fox/business/home/mortgage
From
FOX Business
How to get pre-approved for a mortgage in 2023
February 15, 2023
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fox/business/credible
8b3314f7/d12d/576f/99bd/071c7f27c8c1
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From
FOX Business
Florida real estate market staying hot despite agent exodus: ‘It’s not an accident’
February 15, 2023
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fox/business/topic/mortgage
Fox Business
fox/news/fox/news/us/fox/news/us/regions/fox/news/southeast/fox/news/florida
From
FOX Business
Good news: Today's 30-year mortgage rates dive below 8% | Feb. 15, 2023
February 15, 2023
Tags
fox/business/credible
fox/business/home/mortgage
fbn
From
FOX Business
Inflation dents mortgage applications
February 15, 2023
Tags
article
fox/business/topic/mortgage
Fox Business
From
FOX Business
Today's mortgage rates hold steady across all terms for third straight day | Feb. 14, 2023
February 14, 2023
Tags
fox/business/topic/mortgage
fox/business/personal/finance
Fox Business
From
FOX Business
Still time to save: Today's mortgage rates rest across all terms | Feb. 13, 2023
February 13, 2023
Tags
fox/business/credible
fox/business/home/mortgage
fbn
From
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Home prices forecasted to plunge, but US expected to avoid a repeat of 2008 financial crisis: Fannie Mae
February 13, 2023
Tags
12a470d5/3665/5a8e/91cd/783e99662615
fbn
fox/business/home/mortgage
From
FOX Business
Today’s best mortgage deal? Look to steady 10-, 15-year rates for greatest interest savings | Feb. 10, 2023
February 10, 2023
Tags
fox/business/topic/personal/real/estate
fbn
a0f74ce4/b7a0/525e/aa2b/04e57dbda56a
From
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