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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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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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Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Alibaba Is Selling XPeng Stock. Don’t Make the Same Mistake.
January 04, 2024
Tickers
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Tags
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January 03, 2024
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Flying Cars Are Getting Off the Ground. Invest In Archer Aviation Stock NOW.
January 03, 2024
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XPEV
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January 03, 2024
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NIO
RIVN
TSLA
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From
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LI Stock Sinks After Li Auto Delays EV Launch
January 02, 2024
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NASDAQ:LI,NYSE:XPEV,OTCMKTS:BYDDF
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January 02, 2024
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NEWS
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Benzinga
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3 Under-the-Radar EV Stocks Electrifying the Auto Industry
January 02, 2024
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January 02, 2024
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January 02, 2024
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BYDDY
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NIO
Tags
Benzinga
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January 02, 2024
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Meet BYD Chief Wang Chuanfu, Who Charlie Munger Said Was 'Better At Actually Making Things' Than Tesla CEO Elon Musk
January 02, 2024
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BRK
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BYD Leads Charge As Most Chinese EV Startups Clock Record December Deliveries: Warren Buffett-Backed Company On Track To Wrest Global EV Crown From Tesla
January 01, 2024
Tickers
ASIA
BYDDF
BYDDY
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Tags
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Eurasia
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Tesla 'Is The Only Investable' EV Play, Says Analyst, As Electric Vehicle Industry Navigates A Tough 2023: Year In Review
December 30, 2023
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Benzinga
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Even Xiaomi Is Going After Tesla
December 29, 2023
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December 29, 2023
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Benzinga
Good News! Why Top China EV Play Li Auto Is Just Getting Started.
December 29, 2023
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LI
NIO
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Tesla Forecast: Why 2024 Will Be Decisive for TSLA Stock
December 28, 2023
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BYDDF
LI
NIO
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December 27, 2023
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Tags
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Elon Musk's Tesla Prepares For Major Model Y Overhaul In China Amid Rising Competition From Warren Buffett-Backed BYD And Xpeng
December 26, 2023
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10 Consumer Discretionary Stocks Whale Activity In Today's Session
December 26, 2023
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AMZN
AZO
CAVA
F
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XPEV
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US Stocks Set To Start Final Trading Week Of Year On Positive Note As Santa Claus Rally Gets Going: Analyst Confident Of Market Finishing Year At Highs
December 26, 2023
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AZN
GRCL
INTC
LI
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SPY
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Down 80%, Is XPENG Stock a Buy for 2024?
December 25, 2023
Tickers
XPEV
Tags
XPEV
Market News
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3 Contrarian Stock Plays for Bold Investors in 2024
December 21, 2023
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DAR
FSLR
XPEV
Tags
NASDAQ:XPEV,NASDAQ:FSLR,NYSE:DAR
Market News
XPEV
From
InvestorPlace
Rivian (RIVN) Stock Pops as the U.S. Eyes Tariffs for Chinese EVs
December 21, 2023
Tickers
LI
NIO
RIVN
TSLA
Tags
LI
NIO
NASDAQ:RIVN,NYSE:NIO,NYSE:XPEV,NASDAQ:LI,NASDAQ:TSLA
From
InvestorPlace
Best EV Stocks 2024: 3 Names to Add to Your Must-Buy List
December 20, 2023
Tickers
BABA
FSR
MGA
REVG
Tags
MGA
BABA
Stocks to Buy
From
InvestorPlace
Why JD.com Stock Is Falling Today
December 18, 2023
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BABA
JD
XPEV
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BABA
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Motley Fool
Why Is FuelCell Energy (FCEL) Stock Up 4% Today?
December 18, 2023
Tickers
DOCU
FCEL
XOM
XPEV
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DOCU
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Why Are Shipping Stocks ZIM, GNK, EGLE, SBLK Up Today?
December 18, 2023
Tickers
BP
DOCU
EGLE
GNK
Tags
NYSE:BP,NYSE:ZIM,NYSE:GNK,NYSE:EGLE,NASDAQ:SBLK,NYSE:XPEV,NASDAQ:DOCU,NYSE:NOK
BP
NOK
From
InvestorPlace
Dear XPEV Stock Fans, Mark Your Calendars for Jan. 1
December 18, 2023
Tickers
ADBE
NIO
NOK
XPEV
Tags
Market News
XPEV
Today's Market
From
InvestorPlace
NIO Stock Alert: Nio Surges on a $2.2 Billion Investment
December 18, 2023
Tickers
AMGDF
LCID
LI
NIO
Tags
NYSE:NIO,OTCMKTS:TCEHY,NASDAQ:XPEV,NASDAQ:LI,NASDAQ:LCID,OTCMKTS:AMGDF
Today's Market
XPEV
From
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