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Brochure Supplement Amit Stavinsky
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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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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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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Navigating the Global Grid: An In-Depth Analysis of Expeditors International (EXPD) in 2025
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Coinbase Global, Inc. (COIN): The Evolution into a Systemic Financial Pillar (2025 Research Report)
December 29, 2025
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December 29, 2025
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Amazon 2025: From E-Commerce Giant to AI Infrastructure Titan
December 29, 2025
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Bulls Eye 7,000 as S&P 500 Shatters Records in Historic 2025 Santa Claus Rally
December 26, 2025
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December 26, 2025
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The Dynavax Turnaround: From Clinical Setbacks to a $2.2 Billion Exit
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Warehouse Titan: A Comprehensive Deep Dive into Costco Wholesale Corporation (COST) in 2025
December 26, 2025
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Broadcom Inc. (AVGO): The AI Backbone and Software Juggernaut of 2025
December 26, 2025
As of December 26, 2025, Broadcom Inc. (NASDAQ: AVGO) stands as a titan of the modern technological landscape, having successfully transformed from a pure-play semiconductor manufacturer into a...
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The Ghost Town Effect: How Thin Holiday Liquidity is Jolting US Equities
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The Data Vault: Why Seagate (STX) is the Unsung Hero of the AI Era in 2025
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The AI Storage Supercycle: A Deep Dive into the New Western Digital (WDC)
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SanDisk (SNDK): The Rebirth of a Flash Memory Titan in the AI Era
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As of December 26, 2025, the semiconductor and data storage sectors are witnessing a historic transformation. At the center of this shift is SanDisk Corporation (Nasdaq: SNDK), a legacy name that has...
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Biohaven Ltd. (BHVN): A High-Stakes Clinical Crossroad in Neuroscience and Immunology
December 26, 2025
As of December 26, 2025, Biohaven Ltd. (NYSE: BHVN) finds itself at a critical juncture. Once the darling of the biotech sector following a staggering $11.6 billion acquisition of its migraine...
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Apple in 2025: The $4 Trillion AI Powerhouse – A Comprehensive Research Report
December 26, 2025
As of December 26, 2025, Apple Inc. (NASDAQ: AAPL) stands at a historic crossroads. After a year that saw the company’s market capitalization cross the $4 trillion threshold, the tech giant is no...
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NVIDIA (NVDA) 2025 Research Feature: The Architect of the Intelligence Age
December 26, 2025
The rapid ascension of the semiconductor industry from a cyclical niche to the bedrock of global geopolitics and economics has a singular protagonist: NVIDIA. As of December 26, 2025, the company...
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Broadcom (AVGO) 2025 Deep Dive: The Architect of the AI Era
December 26, 2025
As of December 26, 2025, Broadcom Inc. (NASDAQ: AVGO) stands as a titan of the global technology landscape, representing a rare hybrid of semiconductor innovation and enterprise software dominance....
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The AI Inflection: Tesla’s 2025 Pivot from Automaker to Robotics Giant
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Amazon 2025: From E-Commerce Giant to Global Infrastructure Utility
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The Architect of Intelligence: A Comprehensive 2025 Deep Dive into NVIDIA (NVDA)
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