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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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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
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Financial Planning
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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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Event Schedule
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Event Schedule
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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Lufax Holding Ltd American Depositary Shares
(NY:
LU
)
2.595
-0.005 (-0.19%)
Streaming Delayed Price
Updated: 9:45 AM EST, Jan 15, 2026
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All News about Lufax Holding Ltd American Depositary Shares
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Beauty Health Reports Downbeat Results, Joins Harrow, Fisker And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
November 14, 2023
U.S. stock futures traded higher this morning on Tuesday, with the Nasdaq futures gaining around 45 points this morning.
Via
Benzinga
Lufax Holding: Q3 Earnings Insights
↗
November 13, 2023
Via
Benzinga
Costco And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
↗
September 27, 2023
U.S. stock futures traded higher this morning on Wednesday. Here are some big stocks recording losses in today’s pre-market trading session.
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5 Value Stocks In The Financial Services Sector
↗
September 07, 2023
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7 Equity ETFs Excel In Goldilocks Scenario While Market Ponders Fed Rate Hike Outcome
↗
September 01, 2023
Via
Benzinga
Topics
ETFs
Economy
Why Lufax Holding Stock Dropped Today
↗
August 22, 2023
Shares of the Chinese fintech fell after a mixed quarterly update.
Via
The Motley Fool
Earnings Outlook For Lufax Holding
↗
August 18, 2023
Via
Benzinga
What's Going On With Lufax Holding Stock
↗
July 07, 2023
Lufax Holding Ltd - ADR (NYSE: LU) shares are trading higher by 7.5% to $1.50 Friday afternoon.
Via
Benzinga
Earnings Scheduled For November 13, 2023
↗
November 13, 2023
Companies Reporting Before The Bell • Sohu.com (NASDAQ:SOHU) is expected to report earnings for its third quarter. • Dixie Gr (NASDAQ:DXYN) is estimated to report earnings for its third quarter.
Via
Benzinga
What 5 Analyst Ratings Have To Say About Lufax Holding
↗
May 24, 2023
Via
Benzinga
Why Olin Are Trading Lower By 13%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
September 01, 2023
Gainers Edible Garden AG Incorporated (NASDAQ: EDBL) surged 181.1% to $3.63. TradeUP Acquisition Corp. (NASDAQ: UPTD) gained 148.5% to $18.14.
Via
Benzinga
NIO, XPeng, MongoDB And Other Big Stocks Moving Higher On Friday
↗
September 01, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 200 points on Friday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Topics
Stocks
Recap: Lufax Holding Q1 Earnings
↗
May 22, 2023
Via
Benzinga
Lufax Holding Earnings Preview
↗
May 19, 2023
Via
Benzinga
Why Lufax Holding Stock Was Surging on Tuesday
↗
April 11, 2023
The Chinese fintech made some news on Tuesday.
Via
The Motley Fool
Why Lufax Holding Stock Is Trading Lower
↗
February 06, 2023
Lufax Holding Ltd - ADR (NYSE: LU) shares are trading lower by 8.89% to $2.72 Monday.
Via
Benzinga
Goldman Sachs Maintains Neutral Rating for Lufax Holding: Here's What You Need To Know
↗
August 23, 2023
Via
Benzinga
Earnings Scheduled For August 21, 2023
↗
August 21, 2023
Companies Reporting Before The Bell • Greenland Technologies (NASDAQ:GTEC) is expected to report quarterly earnings at $0.03 per share on revenue of $21.71 million.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For June 8, 2023
↗
June 08, 2023
Via
Benzinga
Earnings Scheduled For May 22, 2023
↗
May 22, 2023
Companies Reporting Before The Bell • OneConnect Financial Tech (NYSE:OCFT) is estimated to report quarterly loss at $0.53 per share on revenue of $144.53 million.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 16, 2023
↗
May 16, 2023
Via
Benzinga
Salesforce To Rally Over 21%? Here Are 10 Other Analyst Forecasts For Monday
↗
May 15, 2023
Keybanc cut the price target for Airbnb, Inc (NASDAQ: ABNB) from $144 to $135. Keybanc analyst Justin Patterson maintained an Overweight rating. Airbnb shares rose 0.3% to $105.57 in pre-market...
Via
Benzinga
PriceSmart, CarMax, Cognyte Software And Other Big Stocks Moving Higher On Tuesday
↗
April 11, 2023
U.S. stocks traded mixed, with the Dow Jones gaining over 50 points on Tuesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For March 14, 2023
↗
March 14, 2023
Via
Benzinga
Jabil To Rally Around 23%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
March 14, 2023
Raymond James raised the price target for Jabil Inc. (NYSE: JBL) from $84 to $100. Raymond James analyst Melissa Fairbanks maintained a Strong Buy rating. Jabil shares fell 0.7% to close at $81.35 on...
Via
Benzinga
Why Omeros Are Trading Higher By 32%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
February 06, 2023
Gainers Secoo Holding Limited (NASDAQ: SECO) jumped 156% to $4.3600. Arqit Quantum Inc. (NASDAQ: ARQQ) gained 41.5% to $3.54.
Via
Benzinga
Energizer, Children's Place And Other Big Stocks Moving Lower On Monday
↗
February 06, 2023
U.S. stocks traded lower, with the Dow Jones dropping over 150 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Why PayPal And Coinbase Are Trading Lower; Here Are 20 Stocks Moving Premarket
↗
February 06, 2023
Gainers
Via
Benzinga
Why Cutera Shares Are Trading Lower By 23%? Here Are Other Stocks Moving In Monday's Mid-Day Session
↗
January 09, 2023
Gainers CinCor Pharma, Inc. (NASDAQ: CINC) shares jumped 137% to $27.93 after AstraZeneca announced it will acquire the company for $26 per share in cash.
Via
Benzinga
Tesla, Zillow, Albireo Pharma And Some Other Big Stocks Moving Higher On Monday
↗
January 09, 2023
U.S. stocks traded higher, with the Dow Jones gaining more than 150 points on Monday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
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