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Brochure Supplement Dominick Savo
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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
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Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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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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Read FULL Seminar Here
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Articles published by First Trust Advisors L.P.
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First Trust Expands Its Target Income ETF® Lineup with Two New Funds
August 10, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Expands its Actively Managed Fixed Income Lineup with the Launch of First Trust Intermediate Duration Investment Grade Corporate ETF and First Trust Intermediate Government Opportunities ETF
August 03, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
July 31, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
July 28, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
July 20, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
July 10, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
June 30, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
June 29, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
June 26, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Closed-End Funds Announce Board’s Decision to Rescind the Funds’ Control Share By-Law
June 23, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FAM
FCT
FDEU
FEI
FEN
FFA
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
June 12, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Announces New Investment Strategy and Name Change for US Equity Dividend Select ETF
June 06, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Announces Approval of Liquidation of Three ETFs
June 06, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
BICK
RNDM
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
May 31, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
May 30, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
May 22, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust expands its Target Outcome ETFs® lineup to provide small cap exposure with FT Cboe Vest U.S. Small Cap Moderate Buffer ETF - May
May 22, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
May 10, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
April 28, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
April 27, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Launches the FT Cboe Vest DJIA® Dogs 10 Target Income ETF, Targeting Income with Growth Potential
April 27, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Wins Consensus Economics 2022 Forecast Accuracy Award
April 26, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
April 20, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
April 10, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
March 31, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
March 30, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
March 23, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Board of First Trust Dynamic Europe Equity Income Fund Approves Conversion into an ETF
March 22, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FDEU
First Trust Launches First Trust Bloomberg Inflation Sensitive Equity ETF
March 14, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
March 13, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
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