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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
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
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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)
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Services, Fees and Compensation
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Additional Information
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TAF
Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Younger generations open to turning to friends, family to achieve homeownership
March 31, 2024
Tags
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March 29, 2024
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Mortgage rates dropped this week, but mortgage applications also declined
March 29, 2024
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High homeowners insurance rates scaring away Florida homebuyers, other states face the same issue
March 28, 2024
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Today's 30-year mortgage rates hold steady | March 28, 2024
March 28, 2024
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Today's 15-year and 30-year mortgage rates hold steady | March 27, 2024
March 27, 2024
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From
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March 27, 2024
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March 26, 2024
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Today's 30-year mortgage rates hold steady while 15-year rates rise | March 26, 2024
March 26, 2024
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From
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Mortgage lending took a huge dip in Q4, but there's hope for spring housing: report
March 25, 2024
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From
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Today's 30-year mortgage rates hold steady while 15-year rates drop | March 25, 2024
March 25, 2024
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From
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Mortgage rates crawl toward 7% but market optimistic: Freddie Mac
March 22, 2024
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From
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Today's 30-year mortgage rates drop while 15-year rates hold steady | March 22, 2024
March 22, 2024
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From
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Today's 30-year mortgage rates drop while 15-year rates hold steady | March 21, 2024
March 21, 2024
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From
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Mortgage rates to stay above 6% through 2025, Fannie Mae says
March 20, 2024
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cba96ba1/250b/5445/8971/dd611e6046e6
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From
FOX Business
Today's mortgage rates hold steady for 15- and 30-year terms | March 20, 2024
March 20, 2024
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Today's mortgage rates rise for 30-year terms | March 19, 2024
March 19, 2024
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From
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Gen Z movers are heading to warmer climates, willing to pay higher housing costs: Zillow
March 18, 2024
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Today's mortgage rates rise for 30-year terms | March 18, 2024
March 18, 2024
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Mortgage rates continue to drop as spring brings more inventory: Freddie Mac
March 15, 2024
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Today's mortgage rates drop for 30-year terms | March 15, 2024
March 15, 2024
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From
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Mortgage rates decline for second week, but no major drops expected soon
March 14, 2024
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Fox Business
2df2519e/a504/58c1/860d/95a400f24b0e
From
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Today's mortgage rates hold steady for 30-year terms | March 14, 2024
March 14, 2024
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Fox Business
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From
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Inflation rises as gas prices and housing costs tick up, leaving Americans concerned
March 13, 2024
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fox/business/home/mortgage
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Today's mortgage rates rise for 30-year terms | March 13, 2024
March 13, 2024
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fox/business/home/mortgage
From
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Today's mortgage rates stay steady for 30-year terms | March 12, 2024
March 12, 2024
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fox/business/topic/personal/real/estate
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From
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Voters will carefully consider housing affordability in 2024
March 12, 2024
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From
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Nearly 32% of homes sold last quarter were new construction: Redfin
March 11, 2024
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Fox Business
From
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Today's mortgage rates drop for 30-year terms | March 11, 2024
March 11, 2024
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fox/business/home/mortgage
fox/business/topic/personal/real/estate
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From
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Wages grow 4.3% in February but still outpaced by rising home prices
March 08, 2024
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Fox Business
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From
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