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Brochure Supplement Frank Parks
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Own Your Practice
Letter to Clients
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Fixed Income Portfolio (FIP)
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TAM sm Program
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Back Dated Performance Reports
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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
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Fees & Compensation
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Financial Planning
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Client's Responsibilities
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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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WisdomTree, Inc. Common Stock
(NY:
WT
)
16.98
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EST, Feb 18, 2026
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3 Growth Stocks to Stash
February 16, 2026
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Via
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Q4 Earnings Review: Custody Bank Stocks Led by WisdomTree (NYSE:WT)
February 15, 2026
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the custody bank industry, including WisdomTree (NYSE:WT) and its peers.
Via
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2 Value Stocks Worth Your Attention and 1 We Turn Down
February 12, 2026
Value investing has produced some of the world’s most famous investing billionaires, including Warren Buffett, David Einhorn, and Seth Klarman, who built their fortunes by purchasing wonderful...
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WisdomTree Reports Monthly Metrics for January 2026
February 11, 2026
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Inc (NYSE:WT) Surpasses Q4 Estimates with Strong Revenue Growth and Margin Expansion
↗
January 30, 2026
Via
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2 Volatile Stocks on Our Buy List and 1 We Avoid
February 02, 2026
A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.
Via
StockStory
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WisdomTree (WT) Q4 2025 Earnings Call Transcript
↗
January 30, 2026
WisdomTree (WT) Q4 2025 Earnings Call Transcript
Via
The Motley Fool
Topics
Earnings
WisdomTree’s (NYSE:WT) Q4 CY2025 Sales Beat Estimates
January 30, 2026
Asset management firm WisdomTree (NYSE:WT) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 33.4% year on year to $147.4 million. Its non-GAAP profit of $0.29 per share...
Via
StockStory
Topics
ETFs
Earnings
WisdomTree Announces Fourth Quarter 2025 Results
January 30, 2026
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree (WT) Reports Q4: Everything You Need To Know Ahead Of Earnings
January 28, 2026
Asset management firm WisdomTree (NYSE:WT) will be announcing earnings results this Friday morning. Here’s what to look for.
Via
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WisdomTree Expands Tokenization Ecosystem to Solana, Increasing Access to Real World Assets (RWA)
January 28, 2026
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Expands Capital-Efficient ETF Suite with Launch of Efficient TIPS Plus Gold Fund (GDT) and Efficient Long/Short U.S. Equity Fund (WTLS)
January 22, 2026
From
WisdomTree, Inc.
Via
Business Wire
3 Reasons We’re Fans of WisdomTree (WT)
January 21, 2026
Since January 2021, the S&P 500 has delivered a total return of 77%. But one standout stock has more than doubled the market - over the past five years, WisdomTree has surged 188% to $15.66 per share....
Via
StockStory
Topics
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WisdomTree (WT): Buy, Sell, or Hold Post Q3 Earnings?
January 19, 2026
Since January 2021, the S&P 500 has delivered a total return of 80.2%. But one standout stock has more than doubled the market - over the past five years, WisdomTree has surged 187% to $15.31 per...
Via
StockStory
Topics
ETFs
Stocks
WisdomTree Schedules Earnings Conference Call for Q4 on January 30, 2026 at 11:00 a.m. ET
January 15, 2026
From
WisdomTree, Inc.
Via
Business Wire
1 Small-Cap Stock with Impressive Fundamentals and 2 That Underwhelm
January 13, 2026
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside...
Via
StockStory
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WisdomTree Reports Monthly Metrics for December 2025
January 13, 2026
From
WisdomTree, Inc.
Via
Business Wire
3 Types of Cryptocurrencies That Can Diversify a Tech-Heavy Portfolio
↗
January 10, 2026
While many cryptocurrencies are highly correlated with tech, these cryptocurrencies are not.
Via
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2 Cash-Producing Stocks Worth Investigating and 1 We Brush Off
January 05, 2026
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
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Custody Bank Stocks Q3 Recap: Benchmarking WisdomTree (NYSE:WT)
December 30, 2025
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 custody bank stocks, starting with...
Via
StockStory
Topics
ETFs
2 Mooning Stocks to Own for Decades and 1 We Question
December 28, 2025
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage...
Via
StockStory
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Institutional Validation: XRP Anchors at $2.00 as Ripple Secures Historic U.S. Trust Bank Charter
December 25, 2025
SAN FRANCISCO – In a landmark conclusion to 2025, XRP has solidified its position as a cornerstone of the digital asset market, successfully maintaining a $2.00 price floor following a series of...
Via
MarketMinute
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Economy
Regulatory Compliance
1 Russell 2000 Stock on Our Buy List and 2 We Ignore
December 21, 2025
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher...
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2 of Wall Street’s Favorite Stocks Worth Your Attention and 1 Facing Challenges
December 14, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
Via
StockStory
WisdomTree Reports Monthly Metrics for November 2025
December 10, 2025
From
WisdomTree, Inc.
Via
Business Wire
WisdomTree Recognized as a 2025 Best Places to Work in Money Management by Pensions & Investments for Sixth Consecutive Year
December 08, 2025
From
WisdomTree, Inc.
Via
Business Wire
3 Financials Stocks Worth Your Attention
December 05, 2025
Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But...
Via
StockStory
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Stocks
WisdomTree Elevates Suite of Tokenized Assets with Launch of WisdomTree Equity Premium Income Digital Fund (Token: EPXC)
December 04, 2025
From
WisdomTree, Inc.
Via
Business Wire
1% of Your Total Portfolio Should Be Allocated to Bitcoin, According to Billionaire Investor Ray Dalio
↗
December 03, 2025
Even in a down year for crypto, there's a spot for Bitcoin in your portfolio.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
2 Volatile Stocks with Exciting Potential and 1 We Question
December 02, 2025
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...
Via
StockStory
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ETFs
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