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about us
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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
Job Opportunities
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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
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)
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Back Dated Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Fisker Inc.
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Fisker Plans Largest Owner Meetup in Company History on January 20
January 11, 2024
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Is Official Automotive Sponsor of Art of Elysium’s “Heaven 2024” Gala; VIPs Experience Fisker Ocean
January 10, 2024
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Names Angel Salinas as Chief Accounting Officer
January 08, 2024
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Introduces New Dealer Partnership Model in Strategic Transformation for Company
January 04, 2024
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Provides December 2023 Business Update as Deliveries Grow Over 300% From Q3 to Q4
December 29, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Enhances Its Loyalty Program to Include Additional Benefits, Rewards, and Exclusive Perks
December 28, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Delivers First Fisker Ocean Sport to Customer
December 27, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Celebrates Numerous Fisker Ocean Award Wins in 2023 for Best Electric Vehicle, Best SUV, and Best Product Design
December 21, 2023
From
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Via
Business Wire
Tickers
FSR
Fisker Provides Update on Improved Service Capabilities and Staffing in US and Canada
December 19, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Rolls Out Final Fisker Ocean Over-the-Air Software Update of 2023 and Prepares for Regular Updates in 2024
December 15, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Ocean Wins Two Automobile Awards in France, for Best Full Electric Vehicle 2023 and SUV of the Year 2023
December 15, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Offers Financing as Low as 1.99% APR to US Customers Through Fisker FinanceSM
December 14, 2023
From
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Via
Business Wire
Tickers
FSR
Fisker Opens Service and Delivery Center in the San Diego Area
December 13, 2023
From
Fisker Inc.
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Business Wire
Tickers
FSR
Fisker Adds to North American Executive Team: Wolfgang Hoffmann as Country Manager for Canada and Amira Aly as VP, Sales for the U.S.
December 11, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Chairman and CEO Henrik Fisker Makes Statement
December 06, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Provides Business Update
December 01, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Files 10-Q on Nov. 22
November 22, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Announces Receipt of Notice of Late Filing from NYSE
November 20, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker’s New Distribution Strategy Increases Sales and Deliveries to Over 100 Vehicles Per Day
November 17, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker to Show Production-Intent Fisker PEAR and Prototype Fisker Alaska Pickup Truck at Flagship Grove Lounge in Los Angeles.
November 16, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Inc. Announces Third Quarter 2023 Financial Results*
November 13, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Opens Fisker Lounge NYC, Invites Customers to Experience the All-Electric Fisker Ocean SUV
November 11, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Adjusts Timing of Release of Third Quarter 2023 Results and Conference Call to November 13
November 08, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Names David King as Chief Technology Officer
November 03, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Lowers Price in U.S. for Top-Level Fisker Ocean Extreme and Provides Price Adjustment to Existing Customers. Fisker Opens 2024 Orders for All Trim Levels, Including Ultra and Sport, With New Pricing
October 23, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Lowers Price in Canada for Top-Level Fisker Ocean Extreme and Provides Price Adjustment to Existing Customers. Fisker Opens 2024 Orders for All Trim Levels, Including Ultra and Sport, With New Pricing
October 23, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Continues Over-the-Air Software Update Strategy With Fixes, Enhancements and New Features
October 20, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Announces Timing of Third Quarter 2023 Results and Webcast
October 16, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Announces First Fisker Lounge Retail Location to Open in Shanghai, China
October 12, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
Fisker Announces Successful Closing of $170 Million Additional Convertible Notes Offering; Now Able to Offer Up to $623.3 Million Additional 0% Convertible Notes For Up to $550 Million in Gross Proceeds As a Result of Purchase Agreement Amendment
October 02, 2023
From
Fisker Inc.
Via
Business Wire
Tickers
FSR
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