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contact us
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Fixed Income Portfolio (FIP)
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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
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Financial Planning
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Implementation
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Termination
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Client Service Approach
Client's Responsibilities
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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
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Total Asset Fund (TAF)
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Customers Bancorp, Inc Common Stock
(NY:
CUBI
)
77.28
+0.77 (+1.01%)
Streaming Delayed Price
Updated: 11:47 AM EST, Jan 29, 2026
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Regional Banks Stocks Q3 Results: Benchmarking QCR Holdings (NASDAQ:QCRH)
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Customers Bancorp Inc (NYSE:CUBI) Shows High Growth Momentum Within Minervini Trend Template
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Customers Bancorp (CUBI) Chairman and CEO Sells 7,479 Shares for $524K
↗
November 29, 2025
With a focus on commercial lending and digital banking, this regional financial firm reported a notable insider sale in the latest filing.
Via
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Unpacking Q3 Earnings: First BanCorp (NYSE:FBP) In The Context Of Other Regional Banks Stocks
November 25, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at First BanCorp (NYSE:FBP) and its peers.
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1 Volatile Stock to Target This Week and 2 We Ignore
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Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced...
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Regional Banks Stocks Q3 Results: Benchmarking Wintrust Financial (NASDAQ:WTFC)
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As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at regional banks stocks, starting with...
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Customers Bank Expands Physical Presence with New Offices in Five Growing West Coast Markets
November 18, 2025
From
Customers Bank
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Q3 Earnings Roundup: First Commonwealth Financial (NYSE:FCF) And The Rest Of The Regional Banks Segment
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Winners And Losers Of Q3: ServisFirst Bancshares (NYSE:SFBS) Vs The Rest Of The Regional Banks Stocks
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Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at ServisFirst Bancshares (NYSE:SFBS) and the...
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Regional Banks Stocks Q3 Results: Benchmarking Fulton Financial (NASDAQ:FULT)
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Regional Banks Stocks Q3 Teardown: First Commonwealth Financial (NYSE:FCF) Vs The Rest
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As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the regional banks industry, including First Commonwealth Financial (NYSE:FCF) and its peers.
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Q3 Earnings Highlights: Columbia Banking System (NASDAQ:COLB) Vs The Rest Of The Regional Banks Stocks
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As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including Columbia Banking System (NASDAQ:COLB) and its...
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As the Q3 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the regional banks industry, including Glacier Bancorp (NYSE:GBCI) and its peers.
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Wrapping up Q3 earnings, we look at the numbers and key takeaways for the regional banks stocks, including Banc of California (NYSE:BANC) and its peers.
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