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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
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
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares iBonds Dec 2021 Term Treasury ETF
(NY:
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Updated: 7:00 PM EST, Feb 19, 2026
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IBOTTA DEADLINE IS JUNE 16, 2025 - Investors are Encouraged to Contact Kaplan Fox
June 06, 2025
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IBOTTA DEADLINE IS JUNE 16, 2025 - Investors are Encouraged to Contact Kaplan Fox
June 06, 2025
Via
TheNewswire.com
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Initial Public Offering
Lawsuit
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Ibotta, Inc of Class Action Lawsuit and Upcoming Deadlines - IBTA
June 06, 2025
From
Pomerantz LLP
Via
GlobeNewswire
IBOTTA CLASS ACTION DEADLINE APPROACHING - Contact Kaplan Fox Before June 16, 2025
June 04, 2025
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IBOTTA CLASS ACTION DEADLINE APPROACHING - Contact Kaplan Fox Before June 16, 2025
June 04, 2025
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IBTA Q1 Earnings Call: Revenue Misses Expectations, New Platform Pilots Show Early Promise
June 04, 2025
Cash-back rewards platform Ibotta (NYSE:IBTA) missed Wall Street’s revenue expectations in Q1 CY2025 as sales rose 2.7% year on year to $84.57 million. Its GAAP profit of $0.02 per share decreased from...
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1 Russell 2000 Stock with Impressive Fundamentals and 2 to Ignore
June 04, 2025
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these...
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IBOTTA, INC. (NYSE: IBTA) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Ibotta, Inc. Investors of Upcoming Deadline
June 03, 2025
From
Bernstein Liebhard LLP
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GlobeNewswire
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Ibotta, NET Power, Zenas BioPharma, and BigBear and Encourages Investors to Contact the Firm
June 02, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Ibotta
June 02, 2025
From
Faruqi & Faruqi LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Ibotta, Inc of Class Action Lawsuit and Upcoming Deadlines - IBTA
June 02, 2025
From
Pomerantz LLP
Via
GlobeNewswire
Kaplan Fox Alerts Investors of a Securities Class Action Deadline Against Ibotta, Inc. (IBTA) on June 16, 2025
June 02, 2025
Via
TheNewswire.com
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Initial Public Offering
Lawsuit
Kaplan Fox Alerts Investors of a Securities Class Action Deadline Against Ibotta, Inc. (IBTA) on June 16, 2025
June 02, 2025
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Kaplan Fox Reminds Ibotta, Inc. (IBTA) Investors of a Securities Class Action Deadline on June 16, 2025
May 31, 2025
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Kaplan Fox Reminds Ibotta, Inc. (IBTA) Investors of a Securities Class Action Deadline on June 16, 2025
May 31, 2025
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TheNewswire.com
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Lawsuit
IBTA DEADLINE: ROSEN, NATIONAL TRIAL LAWYERS, Encourages Ibotta, Inc. Investors with Losses in Excess of $100k to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – IBTA
May 29, 2025
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The Rosen Law Firm PA
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GlobeNewswire
Kaplan Fox Continues to Alert Investors of Ibotta, Inc. (IBTA) to a Class Action Deadline on June 16, 2025
May 29, 2025
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Kaplan Fox Continues to Alert Investors of Ibotta, Inc. (IBTA) to a Class Action Deadline on June 16, 2025
May 29, 2025
Via
TheNewswire.com
Topics
Initial Public Offering
Lawsuit
IBTA Investors Have the Opportunity to Lead the Ibotta Securities Fraud Lawsuit with Faruqi & Faruqi, LLP
May 28, 2025
From
Faruqi & Faruqi LLP
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Ibotta, Inc of Class Action Lawsuit and Upcoming Deadlines - IBTA
May 28, 2025
From
Pomerantz LLP
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GlobeNewswire
Kaplan Fox Encourages Investors of Ibotta, Inc. (IBTA) to Contact the Firm Before Lead Plaintiff Deadline on June 16, 2025
May 27, 2025
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Initial Public Offering
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Kaplan Fox Encourages Investors of Ibotta, Inc. (IBTA) to Contact the Firm Before Lead Plaintiff Deadline on June 16, 2025
May 27, 2025
Via
TheNewswire.com
Topics
Initial Public Offering
Lawsuit
IBOTTA, INC. (NYSE: IBTA) SHAREHOLDER ALERT Bernstein Liebhard LLP Reminds Ibotta, Inc. Investors of Upcoming Deadline
May 27, 2025
From
Bernstein Liebhard LLP
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GlobeNewswire
Kaplan Fox Alerts Investors of Ibotta, Inc. (IBTA) to a Securities Class Action Deadline on June 16, 2025
May 24, 2025
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Initial Public Offering
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Kaplan Fox Alerts Investors of Ibotta, Inc. (IBTA) to a Securities Class Action Deadline on June 16, 2025
May 24, 2025
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TheNewswire.com
Topics
Initial Public Offering
Lawsuit
Kaplan Fox Alerts Investors to a Securities Class Action Against Ibotta, Inc. (IBTA) - Deadline is June 16, 2025
May 23, 2025
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Lawsuit
Kaplan Fox Alerts Investors to a Securities Class Action Against Ibotta, Inc. (IBTA) - Deadline is June 16, 2025
May 23, 2025
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IBTA DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Ibotta, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – IBTA
May 22, 2025
From
The Rosen Law Firm PA
Via
GlobeNewswire
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Ibotta, Inc of Class Action Lawsuit and Upcoming Deadlines - IBTA
May 22, 2025
From
Pomerantz LLP
Via
GlobeNewswire
Bragar Eagel & Squire, P.C. Reminds Investors That Class Action Lawsuits Have Been Filed Against Ibotta, NET Power, Everus, and BigBear and Encourages Investors to Contact the Firm
May 21, 2025
From
Bragar Eagel & Squire
Via
GlobeNewswire
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