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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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Statement Of Financial Strength
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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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Back Dated Performance Reports
Quarterly Performance Reports
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TAM sm Program
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Sample Portfolio
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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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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Vertex Inc.
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Vertex Advances Tax Technology Innovation at Exchange 2024
October 31, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Third Quarter 2024 Financial Results on Wednesday, November 6, 2024
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From
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Via
GlobeNewswire
Tickers
VERX
Vertex Earns HDI Certification for Six Years Running, Leading in Tax Technology Customer Support
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From
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Vertex Launches Vertex for Salesforce Revenue Cloud
September 17, 2024
From
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Via
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Vertex Wins the 2024 Oracle Best in Class and North American Partner Awards for Innovation
September 16, 2024
From
Vertex Inc.
Via
GlobeNewswire
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VERX
Vertex to Present at Goldman Sachs Conference
September 06, 2024
From
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Via
GlobeNewswire
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VERX
Vertex Completes Acquisition of ecosio
September 04, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Acquires ecosio To Accelerate Global E-Invoicing Compliance
August 07, 2024
From
Vertex Inc.
Via
GlobeNewswire
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VERX
Vertex Announces Second Quarter 2024 Financial Results
August 07, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex 2024 Mid-Year Sales Tax Rates and Rules Report Reveals Local Governments are Increasingly Dependent on Sales Tax Revenues
July 25, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Second Quarter 2024 Financial Results on Wednesday, August 7, 2024
July 11, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Acquires Artificial Intelligence Tax Capabilities from Ryan, LLC
June 12, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Launches Accelerator+ for SAP ERP, Delivering a Unified Global Platform to Navigate Tax Complexities
June 03, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Present at Upcoming Conferences
May 30, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Women Leading the Way: Four Honorees Named on CRN’s 2024 Women of the Channel List
May 13, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces First Quarter 2024 Financial Results
May 08, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex, Inc. Announces Closing of Upsized Offering of $345 Million Convertible Senior Notes
April 26, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Selected to Join Oracle ISV Accelerator for SaaS Initiative
April 24, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex, Inc. Announces Pricing of Upsized $300 Million Convertible Senior Notes Offering
April 23, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Provides Preliminary Financial Results for First Quarter 2024 and Announces First Quarter Earnings Call Date
April 22, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex, Inc. Announces Proposed Private Offering of $250 Million of Convertible Senior Notes
April 22, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Announces Fourth Quarter and Full Year 2023 Financial Results
February 29, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Global Survey Reveals the Regions Championing and Struggling with Indirect Tax Compliance, With the U.S. Taking the Lead
February 12, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex's Bradd Wildstein Recognized as a 2024 CRN® Channel Chief
February 06, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
CORRECTION -- Vertex, Inc.
February 02, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex to Announce Fourth Quarter 2023 Financial Results on Thursday, February 29, 2023
February 01, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex 2023 Sales Tax Rates and Rules Report: U.S. Rate Changes Reach 10-Year High
January 24, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Recognized in Built In’s Esteemed 2024 Best Places to Work List
January 19, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Named a Winner of IDC’s 2023 SaaS Customer Satisfaction Award for Tax
January 17, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
Vertex Withdraws Offer to Acquire Pagero
January 14, 2024
From
Vertex Inc.
Via
GlobeNewswire
Tickers
VERX
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