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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
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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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Sample Portfolio
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Pregis Names John Breber VP of Mergers & Acquisitions
August 12, 2025
Tickers
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Tags
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From
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Vijay Tirathrai named Managing Director in Dubai, UAE
July 28, 2025
Tags
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CDI Brazil acted as financial advisor to Agger on its sale to Dimensa
June 30, 2025
Tickers
MA
Tags
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From
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Suzanne Harp named Managing Director in Texas, USA
June 26, 2025
Tags
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June 20, 2025
Tags
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CDI Global Iberia Advises Kupsa Coatings on the Acquisition of Pinturas Ordesa S.A
June 19, 2025
Tickers
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Tags
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June 17, 2025
Tags
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June 15, 2025
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June 14, 2025
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June 12, 2025
Tags
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June 03, 2025
Tags
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Hims & Hers Health Inc
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May 22, 2025
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April 24, 2025
Tickers
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Tags
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Market turbulence will not impact Mediobanca deal, Monte dei Paschi CEO says
April 08, 2025
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Ubisoft spins out new unit for Assassin’s Creed and other games, Tencent to take $1.25 billion stake
March 27, 2025
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CDI Global France advised Lindbergh in the sale of their French overnight delivery activities to Sterne Group
February 27, 2025
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U.S. fund KKR makes £4 billion management-buyout bid for UK's Thames Water
February 19, 2025
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CDI Global Advised Favillini Pharmaceutical Packaging Group S.p.A. (Favillini) in acquisition of Interpack S.p.A
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Frontier Airlines proposes merging with fellow budget carrier Spirit — again
January 29, 2025
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January 26, 2025
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January 24, 2025
Tags
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December 09, 2024
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November 18, 2024
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November 14, 2024
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November 13, 2024
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November 12, 2024
Tags
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Activist investor ValueAct has $1 billion stake in Meta, sources say
November 12, 2024
Tags
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Activist investor Elliott Management has $5 billion Honeywell stake, seeks breakup
November 12, 2024
Tags
Deals & IPOs
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From
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