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Brochure Supplement Dominick Savo
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Own Your Practice
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Services, Fees and Compensation
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Back Dated Performance Reports
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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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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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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Articles published by First Trust Advisors L.P.
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First Trust Launches First Trust Bloomberg Emerging Market Democracies ETF
March 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®
February 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
February 27, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
February 21, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
December 22, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
AIRR
ARVR
BICK
CARZ
CIBR
DALI
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
February 13, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Launches First Trust Multi-Strategy Alternative ETF
February 01, 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®
January 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
January 30, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
January 23, 2023
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Expands its Target Outcome ETFs® Lineup with the FT Cboe Vest U.S. Equity Moderate Buffer ETF – January
January 23, 2023
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
GJAN
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
January 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®
December 30, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
IGLD
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
December 14, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FAAR
FCVT
FTGC
First Trust Announces Approval of Liquidation of First Trust Chindia ETF
December 13, 2022
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
December 12, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
November 30, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
BGLD
IGLD
First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF
November 29, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Advisors L.P. Announces Distributions for Exchange-Traded Funds
November 21, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCAL
FCVT
FEMB
FIXD
FMB
FMHI
First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
November 10, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCEF
First Trust Advisors L.P. Announces Portfolio Manager Update for First Trust MLP and Energy Income Fund, First Trust Energy Income and Growth Fund, First Trust Energy Infrastructure Fund and First Trust New Opportunities MLP & Energy Fund
November 07, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FEI
FEN
FIF
FPL
First Trust Launches FT Energy Income Partners Strategy ETF
November 03, 2022
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Portfolio Manager Update for Macquarie/First Trust Global Infrastructure/Utilities Dividend & Income Fund
November 02, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
MFD
First Trust Advisors L.P. Announces Portfolio Manager Update for First Trust Senior Floating Rate Income Fund II and First Trust High Yield Opportunities 2027 Term Fund
November 02, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FCT
FTHY
First Trust Advisors L.P. Announces Portfolio Manager Update for First Trust Specialty Finance and Financial Opportunities Fund
November 02, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FGB
First Trust Advisors L.P. Announces Distribution for FT Cboe Vest Gold Strategy Target Income ETF®
October 31, 2022
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
October 28, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FTSM
First Trust Adds to Strength Lineup with the First Trust Growth Strength ETF
October 26, 2022
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Launches First Trust Indxx Aerospace & Defense ETF
October 26, 2022
From
First Trust Advisors L.P.
Via
Business Wire
First Trust Advisors L.P. Announces Portfolio Manager Update for First Trust Mortgage Income Fund
October 25, 2022
From
First Trust Advisors L.P.
Via
Business Wire
Tickers
FMY
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