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Brochure Supplement Dominick Savo
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Own Your Practice
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Back Dated Performance Reports
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Back Dated Performance Reports
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
Quarterly Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Poseida Therapeutics, Inc. (Nasdaq – PSTX), Air Transport Services Group, Inc. (Nasdaq– ATSG), Micropac Industries, Inc. (OTC - MPAD), Aerovate Therapeutics, Inc.
November 26, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ATSG
AVTE
MPAD
PSTX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Liberty Broadband Corporation (Nasdaq – LBRDA, LBRDK, LBRDP), Adams Resources & Energy, Inc. (NYSE American - AE), Retail Opportunity Investments Corp. (Nasdaq –
November 18, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BX
CHTR
LBRDA
LBRDK
LBRDP
ROIC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Entero Therapeutics, Inc. (Nasdaq - ENTO), Pulmatrix, Inc. (Nasdaq – PULM), Liberty Broadband Corporation (Nasdaq – LBRDA, LBRDK, LBRDP), Manitex International, Inc.
November 13, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
CHTR
ENTO
LBRDA
LBRDK
LBRDP
MNTX
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: AlloVir, Inc. (Nasdaq - ALVR), EMCORE Corporation (Nasdaq - EMKR), Staffing 360 Solutions, Inc. (Nasdaq - STAF), Adams Resources & Energy, Inc. (NYSE American - AE)
November 12, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AE
ALVR
ATLN
EMKR
STAF
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Air Transport Services Group, Inc. (Nasdaq– ATSG), Micropac Industries, Inc. (OTC - MPAD), Aerovate Therapeutics, Inc. (Nasdaq - AVTE), Outbrain Inc. (Nasdaq - OB)
November 04, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ATSG
AVTE
MPAD
OB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Zuora, Inc. (NYSE - ZUO), Primo Water Corporation (NYSE - PRMW), Manitex International, Inc. (Nasdaq - MNTX), Outbrain Inc. (Nasdaq - OB)
October 29, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
MNTX
OB
PRMW
ZUO
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Profire Energy, Inc. (Nasdaq – PFIE), Cepton, Inc. (Nasdaq – CPTN), GlycoMimetics, Inc. (Nasdaq – GLYC), ARC Document Solutions, Inc. (NYSE - ARC)
October 29, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ARC
CECO
CPTN
GLYC
PFIE
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: GSE Solutions, Inc. (Nasdaq – GVP), Manitex International, Inc. (Nasdaq - MNTX), The Duckhorn Portfolio (NYSE - NAPA), Outbrain Inc. (Nasdaq - OB)
October 21, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
GVP
MNTX
NAPA
OB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Manitex International, Inc. (Nasdaq - MNTX), Arcadium Lithium plc (NYSE - ALTM), The Duckhorn Portfolio (NYSE - NAPA), Outbrain Inc. (Nasdaq - OB)
October 15, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ALTM
MNTX
NAPA
OB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Longboard Pharmaceuticals (Nasdaq - LBPH), Village Bank and Trust Financial Corp. (Nasdaq - VBFC), Smartsheet Inc. (NYSE - SMAR), Northway Financial, Inc. (OTCQB -
October 14, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Manitex International, Inc. (Nasdaq - MNTX), Arcadium Lithium plc (NYSE - ALTM), The Duckhorn Portfolio (NYSE - NAPA), Outbrain Inc. (Nasdaq - OB)
October 10, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ALTM
MNTX
NAPA
OB
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Village Bank and Trust Financial Corp. (Nasdaq - VBFC), Smartsheet Inc. (NYSE - SMAR), Northway Financial, Inc. (OTCQB - NWYF), Evans Bancorp, Inc. (NYSE American -
October 10, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
NWYF
SMAR
VBFC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Village Bank and Trust Financial Corp. (Nasdaq - VBFC), Smartsheet Inc. (NYSE - SMAR), Northway Financial, Inc. (OTCQB - NWYF), Evans Bancorp, Inc. (NYSE American -
September 24, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
NWYF
SMAR
VBFC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Squarespace, Inc. (NYSE - SQSP), Northway Financial, Inc. (OTCQB - NWYF), Evans Bancorp, Inc. (NYSE American - EVBN), PetIQ, Inc. (Nasdaq – PETQ)
September 10, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
NWYF
PETQ
SQSP
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: SPAR Group, Inc. (Nasdaq - SGRP), Frontier Communications Parent, Inc. (Nasdaq - FYBR), Augmedix, Inc. (Nasdaq - AUGX), Vector Group Ltd. (NYSE - VGR)
September 09, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Iteris, Inc. (Nasdaq - ITI), Forza X1, Inc. (Nasdaq - FRZA), Titan Pharmaceuticals, Inc. (Nasdaq - TTNP), Gatos Silver, Inc. (NYSE - GATO)
September 09, 2024
From
Brodsky & Smith LLC
Via
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Tickers
AG
FRZA
GATO
ITI
TSX:AG
TTNP
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Enstar Group Limited (Nasdaq – ESGR), PetIQ, Inc. (Nasdaq – PETQ), Greenbrook TMS, Inc. (OTC – GBNHF), GSE Solutions, Inc. (Nasdaq – GVP)
September 06, 2024
From
Brodsky & Smith LLC
Via
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Tickers
ESGR
GBNHF
GVP
PETQ
STIM
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: CrossFirst Bankshares, Inc. (Nasdaq - CFB), Arch Resources, Inc. (NYSE - ARCH), Cyclo Therapeutics, Inc. (Nasdaq - CYTH), Vector Group Ltd. (NYSE - VGR)
September 06, 2024
From
Brodsky & Smith LLC
Via
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Tickers
ARCH
BUSE
CEIX
CFB
CYTH
RFL
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Thoughtworks Holding, Inc. (Nasdaq – TWKS), PetIQ, Inc. (Nasdaq – PETQ), Greenbrook TMS, Inc. (OTC – GBNHF), GSE Solutions, Inc. (Nasdaq – GVP)
August 27, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
GBNHF
GVP
PETQ
TWKS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: CrossFirst Bankshares, Inc. (Nasdaq - CFB), Arch Resources, Inc. (NYSE - ARCH), Cyclo Therapeutics, Inc. (Nasdaq - CYTH), Vector Group Ltd. (NYSE - VGR)
August 27, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ARCH
BUSE
CEIX
CFB
CYTH
RFL
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Thoughtworks Holding, Inc. (Nasdaq – TWKS), PetIQ, Inc. (Nasdaq – PETQ), G1 Therapeutics, Inc. (Nasdaq – GTHX), GSE Solutions, Inc. (Nasdaq – GVP)
August 15, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
GTHX
GVP
PETQ
TWKS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Revance Therapeutics, Inc. (Nasdaq – RVNC), Greenbrook TMS, Inc. (OTC – GBNHF), R1 RCM Inc. (Nasdaq - RCM), Enstar Group Limited (Nasdaq – ESGR)
August 12, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ESGR
GBNHF
RCM
RVNC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Thoughtworks Holding, Inc. (Nasdaq – TWKS), PetIQ, Inc. (Nasdaq – PETQ), G1 Therapeutics, Inc. (Nasdaq – GTHX), GSE Solutions, Inc. (Nasdaq – GVP)
August 08, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
GTHX
GVP
PETQ
TWKS
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: R1 RCM Inc. (Nasdaq - RCM), Enstar Group Limited (Nasdaq – ESGR), Premier Financial Corp. (Nasdaq – PFC), The First Bancshares, Inc. (NYSE – FBMS)
August 05, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ESGR
FBMS
PFC
RCM
RNST
WSBC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spirit AeroSystems Holdings, Inc. (NYSE – SPR), Sharecare, Inc. (Nasdaq – SHCR), GRIID Infrastructure Inc. (Nasdaq – GRDI), Infinera Corporation (Nasdaq – INFN)
July 30, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
GRDI
INFN
SHCR
SPR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Enstar Group Limited (Nasdaq – ESGR), Premier Financial Corp. (Nasdaq – PFC), The First Bancshares, Inc. (NYSE – FBMS), Heartland BancCorp (OTC - HLAN)
July 30, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
ESGR
FBMS
HLAN
PFC
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spirit AeroSystems Holdings, Inc. (NYSE - SPR), Sharecare, Inc. (Nasdaq - SHCR), GRIID Infrastructure Inc. (Nasdaq - GRDI), Infinera Corporation (Nasdaq - INFN)
July 22, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BA
CLSK
GRDI
INFN
NOK
SHCR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spirit AeroSystems Holdings, Inc. (NYSE - SPR), Sharecare, Inc. (Nasdaq - SHCR), GRIID Infrastructure Inc. (Nasdaq - GRDI), Infinera Corporation (Nasdaq - INFN)
July 08, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BA
CLSK
GRDI
INFN
NOK
SHCR
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Morphic Holding, Inc. (Nasdaq - MORF), Desktop Metal, Inc. (NYSE - DM), Alimera Sciences, Inc. (Nasdaq - ALIM), Avangrid, Inc. (NYSE - AGR)
July 08, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
AGR
ALIM
ANIP
DM
LLY
MORF
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: Spirit AeroSystems Holdings, Inc. (NYSE - SPR), Sharecare, Inc. (Nasdaq - SHCR), GRIID Infrastructure Inc. (Nasdaq - GRDI), Infinera Corporation (Nasdaq - INFN)
July 01, 2024
From
Brodsky & Smith LLC
Via
GlobeNewswire
Tickers
BA
CLSK
GRDI
INFN
NOK
SHCR
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