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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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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
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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
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Corporate Cash Management
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Financial Planning
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Professional Alliance Network
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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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Pre-tax vs. Roth 401(k): Deciding which to use for retirement is trickier than you think
February 11, 2023
Tags
Finance
Wealth
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From
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February 09, 2023
Tags
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Tags
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Tags
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January 22, 2023
Tags
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January 16, 2023
Tags
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January 03, 2023
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December 31, 2022
Tags
Financial planning
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December 28, 2022
Tags
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December 27, 2022
Tags
Personal finance
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'Secure 2.0' clears Congress as part of omnibus appropriations bill, will bring more changes to U.S. retirement system
December 23, 2022
Tags
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Tax-free rollovers from 529 plans to Roth individual retirement accounts may be allowed in 2024
December 23, 2022
Tags
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'Secure 2.0' would provide a limited federal 'match' on contributions for retirement savers with lower income
December 22, 2022
Tags
Retirement planning
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Here are 10 ways to avoid the early withdrawal penalty for individual retirement accounts
December 22, 2022
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'Secure 2.0' is part of the $1.7 trillion spending bill, putting it on track to usher in retirement system improvements
December 20, 2022
Tags
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88% of employers offer a Roth 401(k) — almost twice as many as a decade ago. Here’s who stands to benefit
December 16, 2022
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December 06, 2022
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November 30, 2022
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For retirement-system changes proposed in Congress via 'Secure 2.0,' December is do-or-die time
November 21, 2022
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Op-ed: Here's a year-end checklist to help you navigate some complicated financial issues
November 08, 2022
Tags
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This individual retirement account deduction mistake may derail your tax break
November 04, 2022
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'There is no clear answer.' How to decide between Roth and pre-tax retirement savings accounts
October 25, 2022
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Investors will be able to contribute up to $22,500 in 401(k) plans and $6,500 in IRAs in 2023
October 21, 2022
Tags
Government taxation and revenue
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The best year-end tax strategies from top-ranked advisors – including a ‘once in multiple-decade' opportunity
October 11, 2022
Tags
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These are common (and costly) Roth IRA conversion mistakes. Here's how to avoid them
October 11, 2022
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The U.S. retirement system gets a ‘C+’ grade, experts say — even though it’s worth $39 trillion. Here's why
September 19, 2022
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1 in 4 adults in the U.S. lives with a disability. Having a financial plan to address care is critical
September 12, 2022
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Workers have more than $500 million socked away in state-run retirement plans — and Delaware is the latest to add one
August 18, 2022
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