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home
about us
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Brochure Supplement Amit Stavinsky
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
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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
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Back Dated Performance Reports
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TAV Program
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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
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Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by SelectQuote, Inc.
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February 22, 2023
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SelectQuote, Inc. Reports Second Quarter of Fiscal Year 2023 Results
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SelectQuote to Release Fiscal Second Quarter 2023 Earnings on February 7
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SelectQuote, Inc. Reports Preliminary Second Quarter 2023 Results and Raises Full Year 2023 Guidance
January 05, 2023
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SelectQuote, Inc. Announces Special Meeting to Approve Reverse Stock Split
December 02, 2022
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SelectQuote, Inc. Reports First Quarter 2023 Results
November 03, 2022
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SelectQuote, Inc. Announces Receipt of Continued Listing Standard Notice from NYSE
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SelectQuote to Release Fiscal First Quarter 2023 Earnings on November 3
October 14, 2022
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SelectQuote, Symetra and Munich Re Life US Partner to Launch ‘SwiftTerm Select’, a Transformative Instant-Issue Term Life Insurance Product
October 13, 2022
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SelectQuote Partners With Rocket Lawyer to Provide Access to Legal Services Through the Insurance Buying Process
September 15, 2022
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SelectQuote, Inc. Reports Fourth Quarter and Fiscal Year 2022 Results
August 29, 2022
From
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SelectQuote, Inc. Hires Dr. Alan Muney as Chief Medical Officer and Simeon Schindelman as Senior Executive Healthcare Advisor
August 25, 2022
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SelectQuote Changes Date of Fiscal Fourth Quarter and Full Year 2022 Earnings Call
August 16, 2022
From
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SelectQuote to Release Fiscal Fourth Quarter and Full Year 2022 Earnings on August 18
July 26, 2022
From
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SelectQuote Announces Departure of Chief Financial Officer Raff Sadun at end of May
May 19, 2022
From
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SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2022 Results
May 05, 2022
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SelectQuote to Release Fiscal Third Quarter 2022 Earnings on May 5
April 25, 2022
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SelectQuote Offering Free Hearing Tests and Affordable Hearing Aids Through Population Health
April 07, 2022
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SelectQuote, Inc. Reports Second Quarter of Fiscal Year 2022 Results
February 07, 2022
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SelectQuote to Release Fiscal Second Quarter 2022 Earnings on February 7
January 25, 2022
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SelectQuote, Inc. Reports First Quarter of Fiscal Year 2022 Results
November 04, 2021
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Population Health Partners With Ready Responders
October 26, 2021
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SelectQuote to Release Fiscal First Quarter 2022 Earnings on November 4
October 18, 2021
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SelectQuote Names Robert Grant President
October 14, 2021
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