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Brochure Supplement Dominick Savo
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Brochure Supplement Jonathan Ezra
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Own Your Practice
Letter to Clients
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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
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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
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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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Read FULL Seminar Here
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Redfin Corporation - Common Stock
(NQ:
RDFN
)
11.19
UNCHANGED
Last Price
Updated: 4:00 PM EDT, Jun 30, 2025
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The Great Gridlock: How High Rates and the 'Lock-in Effect' Are Stifling the Housing Market
September 12, 2025
The U.S. housing market is currently in an unprecedented state of gridlock, largely defined by the uneasy marriage of elevated mortgage rates and a stubbornly low inventory of homes for sale. This...
Via
MarketMinute
Topics
Economy
Retirement
Mortgage Rate Dip Unlocks Refinancing Bonanza for Millions
September 12, 2025
Mortgage rates have recently experienced a significant decline, reaching an 11-month low, according to Freddie Mac (OTCMKTS: FMCC). This downward trend, largely influenced by recent economic indicators...
Via
MarketMinute
Topics
Economy
High Mortgage Rates Squeeze Homebuyers, Reshaping the Housing Market
September 12, 2025
The American housing market is currently navigating a period of significant recalibration, driven primarily by elevated mortgage rates that continue to challenge homebuyer affordability and reshape...
Via
MarketMinute
Topics
Economy
The Unseen Hand: Decoding the Forces That Shape Your Mortgage Rates
September 12, 2025
Mortgage rates, the critical determinant of housing affordability and a powerful driver of the global economy, are in a perpetual dance with a multitude of macroeconomic forces. Far from being...
Via
MarketMinute
Topics
Bonds
Economy
Mortgage Rate Dip Ignites Housing Market: Purchase Applications Soar to Four-Year High
September 11, 2025
The U.S. housing market is experiencing a significant resurgence as a recent decline in mortgage rates has ignited buyer demand, propelling purchase applications to their highest year-over-year growth...
Via
MarketMinute
Topics
Bonds
Economy
Supply Chain
Mortgage Rates Retreat from 2023 Highs, Offering Borrowers a Glimmer of Hope Amidst Shifting Economic Tides
September 11, 2025
The landscape of the U.S. housing market is currently experiencing a significant recalibration, as mortgage rates pull back from the multi-decade highs witnessed in late 2023. This recent downtrend,...
Via
MarketMinute
Topics
Bonds
Economy
Mortgage Rates Descend, Igniting Refinancing Frenzy and Reshaping the Housing Landscape
September 11, 2025
The financial landscape for homeowners is experiencing a significant shift as mortgage rates continue their downward trajectory, stirring a renewed wave of interest in refinancing existing home loans....
Via
MarketMinute
Topics
Bonds
Economy
Mortgage Rates Poised for Pre-Fed Cut Decline, Offering Early Relief to Homebuyers
September 08, 2025
Mortgage rates are showing signs of an early descent, a welcome development for prospective homebuyers and those looking to refinance, even before the Federal Reserve's highly anticipated official rate...
Via
MarketMinute
Topics
Bonds
Economy
Government
Redfin (RDFN) To Report Earnings Tomorrow: Here Is What To Expect
September 07, 2025
Real estate technology company Redfin (NASDAQ:RDFN) is expected to be reporting results this Tuesday after the bell. Here’s what you need to know.
Via
StockStory
1 Cash-Producing Stock to Keep an Eye On and 2 We Find Risky
August 28, 2025
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
Via
StockStory
3 Consumer Stocks with Warning Signs
August 26, 2025
Consumer discretionary businesses are levered to the highs and lows of economic cycles. Thankfully for the industry, demand trends seem to be healthy as discretionary stocks have gained 7.4% over the...
Via
StockStory
Topics
Stocks
Retail Investors Drove Opendoor Up 500%, Now The Party's Over
↗
August 20, 2025
Opendoor Technologies (NASDAQ: OPEN) shares drop after CEO's abrupt resignation and weak guidance. Retail rally fades as analyst warns of risks.
Via
Benzinga
1 Stock Under $50 with Solid Fundamentals and 2 We Ignore
August 15, 2025
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks. But their headline prices don’t guarantee quality, and...
Via
StockStory
Inflation Report Sparks Global Rally: How Tame CPI is Reshaping Market Expectations
August 13, 2025
A surprisingly subdued July Consumer Price Index (CPI) report has sent ripples of optimism across global financial markets, igniting a worldwide rally and significantly recalibrating expectations for...
Via
MarketMinute
Topics
Bonds
Credit Cards
Economy
Stock Market Soars: Tame Inflation Fuels Hopes for September Rate Cut
August 13, 2025
The U.S. stock market experienced a broad and significant rally today, with all three major indices closing sharply higher and both the Nasdaq Composite and S&P 500 reaching new record highs. This...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
3 Small-Cap Stocks We Steer Clear Of
August 08, 2025
Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside...
Via
StockStory
Rocket Companies Soars as Starter Home Market Ignites Mortgage Sector
August 04, 2025
Detroit, MI – Rocket Companies (NYSE: RKT), the parent company of Rocket Mortgage, has witnessed a significant surge in its stock price, fueled by robust second-quarter earnings, optimistic...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Wall Street Loves AI Hype, but Less Than 1 in 10 Businesses Use It. Here's Who's Winning Anyway.
↗
July 29, 2025
Analysts' exuberance for AI stocks remains strong despite relatively low adoption in the workplace. What's an investor to do in light of this disconnect?
Via
The Motley Fool
Topics
Artificial Intelligence
2 Unpopular Stocks That Should Get More Attention and 1 That Underwhelm
July 29, 2025
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other...
Via
StockStory
3 Unprofitable Stocks with Questionable Fundamentals
July 28, 2025
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Via
StockStory
GoPro's Stock Soars 60% After Hours: Here's What's Going On
↗
July 23, 2025
GoPro Inc. (NASDAQ: GPRO) surged 59.85% to $2.19 during after-hours trading on Tuesday.
Via
Benzinga
Opendoor’s Explosive Stock Rally: Investor Predicts Massive Upside Ahead (NASDAQ:OPEN)
July 22, 2025
A Comeback Story in Real Estate Tech Opendoor Technologies Inc. has become one of the year’s standout performers in the real estate technology space, drawing both excitement and caution from investors....
Via
MarketMinute
Topics
Economy
History of Opendoor Technologies Inc.: Founding and Early Innovations in Real Estate (NASDAQ:OPEN)
July 22, 2025
Opendoor Technologies Inc. (NASDAQ:OPEN) has redefined the real estate transaction with technology-driven solutions that have disrupted one of the world’s oldest and most complex markets. The company’s...
Via
MarketMinute
Opendoor’s Explosive Rally: Investor Predicts Massive Upside Ahead (NASDAQ:OPEN)
July 22, 2025
A Volatile Recovery Story Opendoor Technologies Inc. has staged one of the most remarkable rallies in the real estate technology sector this year, drawing both optimism and skepticism from Wall Street....
Via
MarketMinute
Here's What's Going On With Opendoor Stock—And Why It 'Could Be A 100-Bagger'
↗
July 18, 2025
Opendoor Technologies stock continues its recent rally driven by retail investors.
Via
Benzinga
26% Fewer Canadians Are Searching For Homes in the U.S. Than Last Year
July 07, 2025
From
Redfin
Via
Business Wire
Redfin Reports New Listings, Pending Sales Fall As Home Prices Hit Another All-Time High
July 03, 2025
From
Redfin
Via
Business Wire
2 Brilliant Fintech Stocks to Buy Now and Hold for the Long Term
↗
July 01, 2025
Via
The Motley Fool
Topics
Death
Condo Prices Dropped 2% in May—the Second Largest Decline on Record
July 01, 2025
From
Redfin
Via
Business Wire
Carnival's Success, Circle Internet Group's Rise, and More
↗
June 27, 2025
Via
The Motley Fool
Topics
Economy
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