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home
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Brochure Supplement Frank Parks
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
member log-in
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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Client Information
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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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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Fidelity Nasdaq Composite Index ETF
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Updated: 4:15 PM EDT, Oct 31, 2025
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This Wealth Firm Just Sold $8 Million in Small-Cap Stocks — Here’s Why
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Jim Cramer Praises CoreWeave After AI Demand Fuels Q2 Revenue Beat, Guidance Hike — Retail Traders Bullish Even As Other Worries Linger
August 12, 2025
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Via
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Can CoreWeave’s Q2 Print Prolong Stock Rally? Analysts, Retail Traders Hopeful Of AI Growth Potential
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Did Warren Buffett Go Bargain Hunting? Berkshire Ups Sirius XM Stake To 37% With $107M Buy After Earnings Slide
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The Buss Family Is Set To Sell The Los Angeles Lakers For $10 Billion, After Buying It For Just $68 Million—Here's Why The 15,284% Return Is Far From A Slam Dunk
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VinFast To Open First Dealership in California This Month, Investor Sentiment Improves But Not Yet Bullish
June 18, 2025
The company is also seeking and evaluating opportunities with other potential dealerships throughout California.
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VinFast Q1 Revenue Jumps 150% But Loss Widens: Retail Optimism Surges
June 09, 2025
The company maintains its target to at least double its global deliveries in 2025.
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Does the Nasdaq Composite Still Have Room to Run?
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Here's the Average Stock Market Return Over the Last 10 Years
June 02, 2025
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VinFast’s India Factory Inauguration Pushed By A Month, Says Report: Retail Finds No Reason To Be Bullish
May 29, 2025
The Nasdaq-listed EV maker’s factory in the state of Tamil Nadu will now be inaugurated on July 30 instead of June 30.
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Trump Talks Tariffs, Tech Stocks Gain As QQQ Leads The Charge
May 08, 2025
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VinFast’s Q4 Loss Widens But EV Maker Eyes Doubling Deliveries In 2025: Retail’s Unconvinced
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Logitech Withdraws Full-Year Guidance As Trump Tariff Uncertainty Bites: Retail Turns Downbeat
April 11, 2025
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CureVac Stock Declines On Weaker-Than-Expected Q4 Revenue: Retail’s On Wait-And-Watch Mode
April 10, 2025
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Buffett Favorite Sirius XM Stock Snags Bullish Upgrade On ‘Recession-Resistant’ Credentials, But Retail Isn’t Convinced Yet
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ServiceNow, Salesforce And Cadence Design: How Retail’s Positioned On These Beaten-Down S&P 500 Application Software Stocks
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Baidu Claims Latest Ernie Model Surpasses OpenAI's GPT-4.5, But Retail Stays On The Sidelines For Now
March 17, 2025
Baidu said the launches underscore its commitment to continued investment in developing smarter and more powerful next-gen foundation models.
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The Nasdaq Has Entered Correction Territory. History Says This Will Happen Next.
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Magic Software Stock Rallies On In-line Q4 EPS, Positive Guidance: Retail Mood Stays Gloomy Amid Going Private Deal
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Rigetti Asserts 'Leadership' In Quantum Computing Race, Aims To Scale To 100 Qubits As It Looks To Catch Up With IBM, Google
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Walgreens Could Go Private This Week After A $10 Billion Deal With Sycamore Partners: Report
March 04, 2025
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Why Did MTSR Stock Surge 15% On The Worst Trading Day Of 2025? Here's What Has Happened Since Its Listing
March 04, 2025
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SoundHound AI Says Polaris Speech Recognition Model Outperforms Google, OpenAI: Company Forays Into Energy Sector With 7-Figure Deal
February 28, 2025
SoundHound AI's speech recognition model "outperformed" Google and OpenAI during Q4 as it announced a new seven-figure energy sector deal.
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Rocket Lab Unveils 'Flatellite:' Low-Cost, Mass-Producible Satellite To Target Large Constellations Amid Weak Q1 Guidance
February 28, 2025
Rocket Lab USA introduced "Flatellite," during its earnings call amid a weak guidance and in-line fourth quarter earnings report.
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