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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Maxar Technologies (NYSE: MAXR) Enters into Agreement to be Acquired by Advent International for $6.4 Billion Including Debt
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Yuengling’s Ice Cream Corporation (OTC Pink: YCRM) Enters Into Exclusive Licensing Agreement with GPO Plus (OTCQB: GPOX) to Create CBD & Cannabinoid Ice Cream
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HeartBeam (NASDAQ: BEAT): Innovative Technologies Disrupting the Old Standard of Care for Heart Patients and Upgrading ECG for the 21st Century
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Prometheus Biosciences (NASDAQ: RXDX) Reports PRA023 Candidate Achieved Positive Results in Both its ARTEMIS-UC Phase 2 and APOLLO-CD Phase 2a Clinical Trials
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Vivint Smart Home (NYSE: VVNT) Enters into Agreement to be Acquired by NRG Energy (NYSE: NRG) for $2.8 Billion
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Anavex Life Sciences (NASDAQ: AVXL) Says Phase 2b/3 for ANAVEX2-73 Met Primary and Secondary Endpoints Reducing Cognative Decline in Patients with Early Alzheimer’s
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CytomX Therapeutics (NASDAQ: CTMX) and Regeneron (NASDAQ: REGN) Enter into Strategic Collaboration to Develop Bispecific Therapies to Treat Cancer
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InMed Pharmaceuticals (NASDAQ: INM) Says Research Grant to Test Cannabinoid Analogs as a Potential Treatment for Alzheimer’s, Parkinson’s and Huntington’s Disease
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Asure (NASDAQ: ASUR) Reports Strong Q3 2022 Earnings – Management Upbeat with Encouraging Top & Bottom Lines
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Sea Limited’s (NYSE: SE) E-Commerce and Digital Services Business Drives Q3 Earnings Growth
November 15, 2022
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Pineapple Energy (NASDAQ: PEGY) Reports Third Quarter Results Showing Over 100% Growth in Sold Kilowatts and Battery Capacity
November 15, 2022
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Opiant Pharmaceuticals (NASDAQ: OPNT) Enters Into Definitive Agreement to be Acquired by Indivior for $145 Million
November 14, 2022
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