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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Investing During Uncertain Times
Read FULL Seminar Here
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Judge approves settlement for Minneapolis police reform in wake of George Floyd's killing
July 14, 2023
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July 11, 2023
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July 11, 2023
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July 10, 2023
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July 10, 2023
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Minnesota Planned Parenthood entices teens as young as 13 with gift cards for completing 'sex ed summer camp'
July 09, 2023
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Native Americans join call for reparations over Minnesota treatment of tribal lands
July 09, 2023
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Minnesota woman's remains found in storage unit, possibly connected to man charged with killing girlfriend
July 07, 2023
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Minnesota meat processor caught employing minors promises to change hiring practices
July 07, 2023
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Minnesota authorities identify 3 who drowned near Mississippi River over July 4 weekend
July 07, 2023
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Quick-thinking Minnesota deputies separate pair of brawling eagles that became entangled during fight
July 06, 2023
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WATCH: Minneapolis' Boom Island explosion nearly takes out reporter
July 05, 2023
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Search continues for 3 people missing after Minnesota River swimming incident
July 05, 2023
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Ransomware criminals dump personal information of students online after stealing files from MN school
July 05, 2023
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Missing Minnesota mom's boyfriend charged after grisly find in storage unit
July 04, 2023
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Pilot dead after crashing floatplane into northern Minnesota lake
July 03, 2023
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10 states plan to sue US Environmental Protection Agency over standards for residential wood-burning stoves
July 03, 2023
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North Dakota education officials worried about losing revenue due to implications of new MN free tuition plan
July 03, 2023
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God has 'extraordinary and omnipotent mercy' toward penitent sinners, Minnesota priest says
July 02, 2023
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Most of $500K used to celebrate local MN Black-owned businesses went to out-of-state businesses, report says
June 29, 2023
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Minnesota man arrested after 'throwing Skittles' at people in restaurant: Police
June 28, 2023
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Minnesota crop-dusting airplane pilot dies after crashing into field
June 28, 2023
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Las Vegas man gets nearly 30 years for role in St. Paul bar shooting
June 23, 2023
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Fatal plane crash claims lives of pilot and passenger in Duluth
June 21, 2023
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Minneapolis gay bar dumps Anheuser-Busch, blasting the company over integrity amid Dylan Mulvaney debacle
June 21, 2023
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Expelled Minnesota Democrat’s son reported suspect in hit-and-run crash that killed 5 Muslim women
June 19, 2023
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Minnesota reporter shreds local ABC station for unsafe working conditions during George Floyd riots
June 19, 2023
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Democrat-run Minnesota quietly agrees to stop enforcing 'anti-religious' law in win for Christian schools
June 16, 2023
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