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Brochure Supplement Dominick Savo
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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Client Contact with Portfolio Manager(s)
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
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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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Cryptocurrencies: Bitcoin Breaks $27,000
September 20, 2023
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Tags
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September 06, 2023
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August 24, 2023
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Cryptocurrencies: Bitcoin Tumbles to $26K
August 23, 2023
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Cryptocurrencies: Bitcoin Holds Steady for 3rd Straight Week
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Into the Ether… Futures ETF Filings
August 10, 2023
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August 02, 2023
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Cryptocurrencies: Bitcoin Falls Below $30K
July 26, 2023
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An ETF that can’t go down? This new ‘buffer’ fund is designed to provide 100% protection against stock-market losses
July 20, 2023
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Cryptocurrencies: Bitcoin Practically Unchanged from Last Week
July 19, 2023
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Cryptocurrencies: Bitcoin Down Slightly From Last Week
July 12, 2023
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July 06, 2023
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Cryptocurrencies: Bitcoin Crosses $31K
July 05, 2023
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Bitcoin-Related ETFs Shine in 2023
July 03, 2023
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Fidelity Again Files for Spot Bitcoin ETF
June 29, 2023
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Crypto ETFs Back in the Spotlight
June 29, 2023
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BITX
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Cryptocurrencies: Bitcoin Rally Continues
June 28, 2023
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BITI
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VettaFi Voices On: BlackRock’s Leap Into the Spot Bitcoin ETF Race
June 23, 2023
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June 22, 2023
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BITO
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Cryptocurrencies: Bitcoin Rallies Past $28K
June 21, 2023
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With Bitcoin Up 50% YTD, BlackRock’s ETF Filing Is Ideal
June 20, 2023
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BITO
BTF
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iShares Files For Spot Bitcoin ETF
June 15, 2023
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iShares Files For Spot Bitcoin ETF
June 15, 2023
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Cryptocurrencies: Bitcoin Continues to Drop
June 14, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
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BITI
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From
ETF Trends
SEC Brings Hammer Down on 2 Big Crypto Exchanges
June 13, 2023
Tickers
BITI
BITO
Tags
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ETF Trends
Cryptocurrencies: Bitcoin Finishes May Down 7.0%
June 07, 2023
Tickers
BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
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crypto channel
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ETF Trends
Cryptocurrencies: Bitcoin Inches Up
May 31, 2023
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BITCOMP
BITI
BITO
USD-BITSTAMP
Tags
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Proshares
From
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