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about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Jonathan Ezra
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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
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Back Dated Performance Reports
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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
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Credit Suisse Group American Depositary Shares
(NY:
CS
)
N/A
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Jun 9, 2023
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All News about Credit Suisse Group American Depositary Shares
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The Bizarre Credit Suisse Banking Saga...And The Importance Of Bank Safety
↗
April 26, 2024
Complex bank regulatory news has emerged, oddly unreported by financial media. We'll outline the issue despite its complexity.
Via
Talk Markets
Credit Suisse Group AG (NYSE:CS) Long Term Investor Alert: Investigation of Potential Wrongdoing
↗
September 21, 2023
San Diego, CA -- (SBWIRE) -- 09/21/2023 -- An investigation was announced concerning potential breaches of fiduciary duties by certain directors and officers of Credit Suisse Group AG.
Via
SBWire
UBS Cost-Cut Gains Are A Double-Edged Sword
↗
September 02, 2023
UBS on Aug. 31 said that it planned to keep the domestic business of Credit Suisse that it had obtained as part of its emergency rescue of the group, which would struggle as a standalone business in...
Via
Talk Markets
SoFi's Earnings Report Was Rock Solid. Here's Why the Stock Is a Screaming Buy.
↗
August 22, 2023
SoFi's Q2 earnings showcased how strong the business model is. But why is the stock down?
Via
The Motley Fool
Why CRISPR Therapeutics Stock Is Jumping Today
↗
August 08, 2023
Analysts continue to like this gene-editing stock.
Via
The Motley Fool
UBS Hopes To Avoid $10B Credit Suisse Backstop, Plans To Recruit Wealth Managers
↗
July 03, 2023
Swiss taxpayers will not fund UBS Group's (NYSE: UBS) rescue of Credit Suisse (NYSE: CS).
Via
Benzinga
UBS Plans To Close Credit Suisse Acquisition By Mid-June
↗
June 05, 2023
Via
Benzinga
Credit Suisse-UBS Merger Derails China Bank Incorporation Plan
↗
May 31, 2023
Via
Benzinga
In a Severe Recession, Large Banks Could Incur $541 Billion of Loan Losses. It's Not an Issue.
↗
June 29, 2023
The Federal Reserve recently released the results of its annual stress testing exercise.
Via
The Motley Fool
UBS Reportedly Plans Major Layoffs Following Credit Suisse Acquisition
↗
June 27, 2023
Via
Benzinga
Swiss National Bank Urges Banks To Pledge Assets At Central Banks To Avoid CS Like Crisis
↗
June 22, 2023
The Swiss National Bank (SNB) learned a lesson from the downfall of Credit Suisse Group AG ADR (Sponsored) (NYSE: CS) and is planning to
Via
Benzinga
UBS To Incur Hundreds Of Millions Of Dollars Penalties From Credit Suisse's Archegos Failures: Report
↗
June 20, 2023
UBS Group AG (NYSE: UBS) might face significant penalties for Credit Suisse's mishandling of Archegos Capital following the
Via
Benzinga
Broadcom Might Receive European Approval For $61B VMware Deal, UBS Closes Credit Suisse Takeover, Illumina CEO Steps Down Amid Activist Investor Carl Icahn's Pressure: Today's Top Stories
↗
June 12, 2023
Reuters Broadcom Most Likely To Receive EU Approval For $61B VMware Merger
Via
Benzinga
UBS Closes Credit Suisse Takeover, Projects CET1 Ratio of 14% in 2023
↗
June 12, 2023
UBS Group AG (NYSE: UBS) disclosed
Via
Benzinga
Netflix Gains Subs From Password Sharing Crackdown, Mark Zuckerberg Discusses AI at Latest Employee Met, Privacy Breach Risk in Nvidia's AI Technology Stirs Concern: Today's Top Stories
↗
June 09, 2023
Financial Times
Via
Benzinga
Credit Suisse Looking To Sell Its China Securities Brokerage Business Due To UBS Takeover: Report
↗
June 09, 2023
Credit Suisse Group AG (NYSE: CS) and its joint venture partner are looking for buyers for its loss-making China Securities brokerage business.
Via
Benzinga
UBS Gets Help From Swiss Government To Cover CS Takeover Related Losses
↗
June 09, 2023
UBS Group AG (NYSE: UBS) inked a loss protection
Via
Benzinga
Apple's Upcoming VR Headset Marks Significant New Product Debut In Almost 10 Years, Regulators Want Tighter Capital Requirements For Large US Banks, Software Configuration Error at Grail Causes Cancer Misdiagnosis: Today's Top Stories
↗
June 05, 2023
Wall Street Journal
Via
Benzinga
Twitter Algorithm Changes Show Disturbing Impact, Uber One's Subscription Changes, More Layoffs at Goldman Sachs: Today's Top Stories
↗
May 31, 2023
Benzinga
Via
Benzinga
EU Slaps Meta With Penalty For Data Privacy Violation, Uber's Diversity Leader Faces Heat, China Bans Some Of Micron's Product Sales: Today's Top Stories
↗
May 22, 2023
Bloomberg
Via
Benzinga
Where Is Our Bonus? Credit Suisse Employees Plan Lawsuit Against Swiss Regulator Over AT1 Bonus Losses Due To UBS Rescue
↗
May 22, 2023
Credit Suisse Group AG (NYSE: CS) employees are reportedly preparing to sue Swiss regulator FINMA after losing $400 million in bonuses partially tied to the bank's AT1 bonds.
Via
Benzinga
One Banking Stock to Buy and Hold Forever
↗
May 22, 2023
SoFi's Q1 results showcased how diverse its business has become.
Via
The Motley Fool
Apple Thwarts $2B In Fraud Transactions, UBS Takes $17B Hit From 'Hasty Credit Suisse Takeover,' Verizon Streamlines Unlimited Data Plans: Today's Top Stories
↗
May 17, 2023
Benzinga
Via
Benzinga
UBS Cites $17B Hit From Rushed Credit Suisse Takeover, Blames Hasty Due Diligence
↗
May 17, 2023
Via
Benzinga
Credit Suisse Group AG (NYSE:CS) Investor Alert: Lawsuit Alleges Securities Laws Violations
↗
May 16, 2023
San Diego, CA -- (SBWIRE) -- 05/16/2023 -- The Shareholders Foundation announced that an investor, who purchased shares of Credit Suisse Group AG (NYSE:CS), filed a lawsuit in the U.S. over alleged...
Via
SBWire
Analysts Upgrade GXO Logistics, Its First Quarter Says It All
May 15, 2023
GXO Logistics gets upgrades all around from analysts, as the real profitability growth is missed during the first quarter.
Via
MarketBeat
Topics
Economy
Bargain or Bust? Is Dish Network Stock Overcooked?
May 15, 2023
Satellite communications provider DISH Network Co. (NASDAQ: DISH) stock has been in a death spiral, hitting price levels not seen since 1999.
Via
MarketBeat
UBS CEO Says Credit Suisse Already Had Problems in 2015: "Something Wasn't Going Well"
↗
May 13, 2023
UBS Group AG (NYSE: UBS) CEO Sergio Ermotti recently shared his thoughts on troubled Credit Suisse Group AG (NYSE: CS), saying that the latter bank has stabilized and that he did
Via
Benzinga
Top 5 Financial Stocks That Are Preparing To Pump This Month
↗
May 10, 2023
The most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
Via
Benzinga
7 Stocks AI Predicts Will Gain in 30 Days
↗
May 09, 2023
Leading artificial intelligence engine An-E has flagged seven stocks to watch over the next month that can gain 5% or more.
Via
InvestorPlace
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