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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
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Implementation
Legal Services
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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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TAF® Program
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Client Contact with Portfolio Manager(s)
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MVS
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Market Value Securities (MVS sm) Presentation
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Snap One Holdings Corp. (Nasdaq – SNPO), Encore Wire Corporation (Nasdaq – WIRE), Progressive Care Inc. (OTCQB - RXMD), HireRight Holdings Corporation (NYSE – HRT)
April 15, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
HRT
NXPL
REZI
RXMD
SNPO
WIRE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: HomeStreet, Inc. (Nasdaq - HMST), ChampionX Corporation (Nasdaq – CHX), Kidpik Corp. (Nasdaq - PIK), HireRight Holdings Corporation (NYSE – HRT)
April 15, 2024
From
Brodsky & Smith LLC
Via
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Tickers
CHX
FSUN
HMST
HRT
PIK
SLB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Shockwave Medical, Inc. (Nasdaq – SWAV), Apartment Income REIT Corp. (NYSE - AIRC), Model N, Inc. (NYSE – MODN), ARCA biopharma, Inc. (Nasdaq - ABIO)
April 15, 2024
From
Brodsky & Smith LLC
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Tickers
ABIO
AIRC
BX
JNJ
MODN
SWAV
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Shockwave Medical, Inc. (Nasdaq – SWAV), Apartment Income REIT Corp. (NYSE - AIRC), Model N, Inc. (NYSE – MODN), ARCA biopharma, Inc. (Nasdaq - ABIO)
April 08, 2024
From
Brodsky & Smith LLC
Via
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Tickers
ABIO
AIRC
MODN
SWAV
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: HomeStreet, Inc. (Nasdaq - HMST), ChampionX Corporation (Nasdaq – CHX), Kidpik Corp. (Nasdaq - PIK), HireRight Holdings Corporation (NYSE – HRT)
April 08, 2024
From
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Tickers
CHX
FSUN
HMST
HRT
PIK
SLB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: ChampionX Corporation (Nasdaq – CHX), Nuvei Corporation (Nasdaq - NVEI), Doma Holdings, Inc. (NYSE - DOMA), Kidpik Corp. (Nasdaq - PIK)
April 02, 2024
From
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Tickers
CHX
DOMA
NVEI
PIK
SLB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: AdTheorent Holding Company, Inc. (Nasdaq – ADTH), Agiliti, Inc. (NYSE – AGTI), Landos Biopharma, Inc. (Nasdaq – LABP), Fusion Pharmaceuticals Inc. (Nasdaq - FUSN)
April 01, 2024
From
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Via
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Tickers
ABBV
ADTH
AGTI
AZN
FUSN
LABP
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Agiliti, Inc. (NYSE – AGTI), Landos Biopharma, Inc. (Nasdaq – LABP), Fusion Pharmaceuticals Inc. (Nasdaq - FUSN), Kinnate Biopharma Inc. (Nasdaq – KNTE)
March 25, 2024
From
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Tickers
ABBV
AGTI
AZN
FUSN
KNTE
LABP
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Agiliti, Inc. (NYSE – AGTI)
March 19, 2024
From
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Tickers
AGTI
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Fusion Pharmaceuticals Inc. (Nasdaq - FUSN), Whole Earth Brands, Inc. (Nasdaq – FREE), Kinnate Biopharma Inc. (Nasdaq – KNTE), Societal CDMO Check Corp. (Nasdaq –
March 19, 2024
From
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Via
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Tickers
AZN
FREE
FUSN
KNTE
SCTL
XOMA
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Whole Earth Brands, Inc. (Nasdaq – FREE), Kinnate Biopharma Inc. (Nasdaq – KNTE), Societal CDMO Check Corp. (Nasdaq – SCTL), California BanCorp (Nasdaq – CALB)
March 13, 2024
From
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Tickers
BCAL
CALB
FREE
KNTE
SCTL
XOMA
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Agiliti, Inc. (NYSE – AGTI), L.S. Starrett Company (NYSE - SCX), Equitrans Midstream Corporation (NYSE - ETRN), Sterling Check Corp. (Nasdaq – STER)
March 11, 2024
From
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Tickers
AGTI
ETRN
SCX
STER
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Carrols Restaurant Group, Inc. (Nasdaq - TAST), Hess Corporation (NYSE – HES), VIZIO Holding Corp. (NYSE - VZIO), Everi Holdings Inc. (NYSE – EVRI)
March 11, 2024
From
Brodsky & Smith LLC
Via
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Tickers
CVX
EVRI
HES
IGT
QSR
TAST
SHAREHOLDER NOTICE: Brodsky & Smith Announces an Investigation of Agiliti, Inc. (NYSE – AGTI)
March 05, 2024
From
Brodsky & Smith LLC
Via
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Tickers
AGTI
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: CymaBay Therapeutics, Inc. (Nasdaq – CBAY), Everi Holdings Inc. (NYSE – EVRI), Sterling Check Corp. (Nasdaq – STER), Societal CDMO Check Corp. (Nasdaq – SCTL)
February 29, 2024
From
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Via
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Tickers
CBAY
EVRI
FA
GILD
IGT
SCTL
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: AVROBIO, Inc. (Nasdaq – AVRO), Whole Earth Brands, Inc. (Nasdaq – FREE), Kinnate Biopharma Inc. (Nasdaq – KNTE), California BanCorp (Nasdaq – CALB)
February 26, 2024
From
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Via
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Tickers
AVRO
CALB
FREE
KNTE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Agiliti, Inc. (NYSE – AGTI), NGM Biopharmaceuticals, Inc. (Nasdaq – NGM), VIZIO Holding Corp. (NYSE - VZIO), HireRight Holdings Corporation (NYSE – HRT)
February 26, 2024
From
Brodsky & Smith LLC
Via
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Tickers
AGTI
HRT
NGM
VZIO
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: VIZIO Holding Corp. (NYSE - VZIO), HireRight Holdings Corporation (NYSE – HRT), Kinnate Biopharma Inc. (Nasdaq – KNTE), California BanCorp (Nasdaq – CALB)
February 20, 2024
From
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Tickers
BCAL
CALB
HRT
KNTE
VZIO
XOMA
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: HireRight Holdings Corporation (NYSE – HRT), Kinnate Biopharma Inc. (Nasdaq – KNTE), AVROBIO, Inc. (Nasdaq – AVRO), California BanCorp (Nasdaq – CALB)
February 16, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AVRO
CALB
HRT
KNTE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: CymaBay Therapeutics, Inc. (Nasdaq – CBAY), Masonite International Corporation (NYSE – DOOR), ZeroFox Holdings, Inc. (Nasdaq – ZFOX), RayzeBio, Inc. (Nasdaq – RYZB)
February 12, 2024
From
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Via
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Tickers
BMY
CBAY
DOOR
GILD
OC
RYZB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: ZeroFox Holdings, Inc. (Nasdaq – ZFOX), AVROBIO, Inc. (Nasdaq – AVRO), California BanCorp (Nasdaq – CALB), Exro Technologies Inc. (OTC – EXROF)
February 06, 2024
From
Brodsky & Smith LLC
Via
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Tickers
AVRO
BCAL
CALB
EXROF
ZFOX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Catalent, Inc. (NYSE – CTLT), Everbridge, Inc. (Nasdaq – EVBG), Slam Corp. (Nasdaq – SLAM), Karuna Therapeutics, Inc. (Nasdaq – KRTX)
February 05, 2024
From
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Tickers
BMY
CTLT
EVBG
KRTX
SLAM
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: AVROBIO, Inc. (Nasdaq – AVRO), California BanCorp (Nasdaq – CALB), Exro Technologies Inc. (OTC – EXROF), Karuna Therapeutics, Inc. (Nasdaq – KRTX)
January 30, 2024
From
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Tickers
AVRO
BCAL
BMY
CALB
EXROF
KRTX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: McGrath RentCorp (Nasdaq – MGRC), Science 37 Holdings, Inc. (Nasdaq – SNCE), Eagle Bulk Shipping Inc. (NYSE - EGLE), Cerevel Therapeutics Holdings, Inc. (Nasdaq –
January 29, 2024
From
Brodsky & Smith LLC
Via
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Tickers
ABBV
CERE
EGLE
MGRC
SBLK
SNCE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Karuna Therapeutics, Inc. (Nasdaq – KRTX), Carrols Restaurant Group, Inc. (Nasdaq - TAST), Ansys, Inc. (Nasdaq - ANSS), HomeStreet, Inc. (Nasdaq - HMST)
January 26, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ANSS
BMY
FSUN
HMST
KRTX
QSR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Rover Group, Inc. (Nasdaq - ROVR), M.D.C. Holdings, Inc. (NYSE - MDC), Taro Pharmaceutical Industries Ltd. (NYSE - TARO), PGT Innovations Inc. (NYSE - PGTI)
January 26, 2024
From
Brodsky & Smith LLC
Via
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Tickers
MDC
PGTI
ROVR
TARO
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Karuna Therapeutics, Inc. (Nasdaq – KRTX), Carrols Restaurant Group, Inc. (Nasdaq - TAST), Ansys, Inc. (Nasdaq - ANSS), HomeStreet, Inc. (Nasdaq - HMST)
January 22, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ANSS
BMY
FSUN
HMST
KRTX
QSR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Rover Group, Inc. (Nasdaq - ROVR), M.D.C. Holdings, Inc. (NYSE - MDC), Taro Pharmaceutical Industries Ltd. (NYSE - TARO), PGT Innovations Inc. (NYSE - PGTI)
January 22, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
MDC
PGTI
ROVR
TARO
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: M.D.C. Holdings, Inc. (NYSE - MDC), Cornerstone Financial Corporation (OTC - CFIC), Taro Pharmaceutical Industries Ltd. (NYSE - TARO), PGT Innovations Inc. (NYSE -
January 18, 2024
From
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Via
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Tickers
BPRN
CFIC
MDC
PGTI
TARO
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Carrols Restaurant Group, Inc. (Nasdaq - TAST), Ansys, Inc. (Nasdaq - ANSS), HomeStreet, Inc. (Nasdaq - HMST)
January 16, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ANSS
FSUN
HMST
QSR
SNPS
TAST
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