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Fixed Income Portfolio (FIP)
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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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On this day in history, August 19, 1909, Indianapolis Motor Speedway's inaugural race takes off
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On this day in history, August 18, 1934, baseball star Roberto Clemente is born
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On this day in history, August 15, 1969, Woodstock music festival kicks off
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On this day in history, August 14, 1935, Social Security is signed into law by FDR
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On this day in history, August 13, 2004, iconic American chef Julia Child dies
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On this day in history, August 12, 1990, 'Sue' the Tyrannosaurus rex is discovered
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On this day in history, August 11, 1964, Beatles' iconic film 'A Hard Day's Night' is released
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On this day in history, August 10, 1846, the Smithsonian Institution is created: 'Diffusion of knowledge'
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On this day in history, August 9, 1854, influential 'Walden' by Henry David Thoreau is published
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On this day in history, August 8, 1974, President Nixon announces his resignation
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On this day in history, August 7, 1947, Thor Heyerdahl and the Kon-Tiki raft make it to Polynesia
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On this day in history, August 6, 1911, TV sitcom star Lucille Ball is born
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On this day in history, August 5, 1962, Marilyn Monroe is found dead in Los Angeles
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On this day in history, August 4, 1892, Lizzie Borden's father and stepmother are murdered in Massachusetts
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On this day in history, August 3, 1984, gymnast Mary Lou Retton wins Olympic gold
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On this day in history, August 2, 1939, FDR signs the Hatch Act into law
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On this day in history, August 1, 1893, shredded wheat is patented: 'Wonder of the ages'
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On this day in history, July 31, 1965, 'Harry Potter' creator J.K. Rowling is born
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On this day in history, July 30, 1956, 'In God We Trust' is declared national motto
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On this day in history, July 29, 1981, Prince Charles and Lady Diana Spencer marry in lavish ceremony
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On this day in history, July 28, 1954, Oscar-winning film 'On the Waterfront' is released
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On this day in history, July 27, 1940, Bugs Bunny debuts in animated film 'A Wild Hare'
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On this day in history, July 26, 1990, President George H.W. Bush signs Americans with Disabilities Act
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On this day in history, July 25, 1976, NASA captures 'Face on Mars' photo
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On this day in history, July 24, 1998, World War II epic 'Saving Private Ryan' debuts in theaters
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On this day in history, July 23, 1885, Ulysses S. Grant, 18th president, passes away of throat cancer
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On this day in history, July 22, 1940, iconic game show host Alex Trebek is born in Canada
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On this day in history, July 21, 1999, Navy divers recover body of John F. Kennedy Jr. after plane crash
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