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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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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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Fees & Compensation
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Financial Planning
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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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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Dun & Bradstreet
(NY:
DNB
)
9.150
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Aug 25, 2025
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Dun & Bradstreet Offers Complimentary Supply Chain Evaluation
April 16, 2025
From
Dun & Bradstreet
Via
Business Wire
BRODSKY & SMITH SHAREHOLDER UPDATE: Notifying Investors of the Following Investigations: LENSAR, Inc. (Nasdaq - LNSR), 180 Degree Capital Corp. (Nasdaq – TURN), Dun & Bradstreet Holdings, Inc. (NYSE - DNB), Global Blue Group Holding AG (NYSE - GB)
April 16, 2025
From
Brodsky & Smith LLC
Via
GlobeNewswire
Unpacking Q4 Earnings: Broadridge (NYSE:BR) In The Context Of Other Data & Business Process Services Stocks
April 10, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data & business process services industry, including Broadridge (NYSE:BR) and its...
Via
StockStory
Earnings Scheduled For February 20, 2025
↗
February 20, 2025
Via
Benzinga
Global Business Optimism Continues to Decline Given Trade Policy Uncertainties and Elevated Interest Rates, Dun & Bradstreet Survey of 10,000 Business Leaders Shows
April 09, 2025
From
Dun & Bradstreet
Via
Business Wire
Data & Business Process Services Stocks Q4 Teardown: Dun & Bradstreet (NYSE:DNB) Vs The Rest
April 08, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the data & business process services industry, including Dun & Bradstreet (NYSE:DNB)...
Via
StockStory
Topics
Supply Chain
Unpacking Q4 Earnings: SS&C (NASDAQ:SSNC) In The Context Of Other Data & Business Process Services Stocks
April 07, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data & business process services industry, including SS&C (NASDAQ:SSNC) and its peers.
Via
StockStory
Reflecting On Data & Business Process Services Stocks’ Q4 Earnings: CoStar (NASDAQ:CSGP)
April 02, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the data & business process services stocks, including CoStar (NASDAQ:CSGP) and its peers.
Via
StockStory
3 Reasons to Sell DNB and 1 Stock to Buy Instead
April 01, 2025
Dun & Bradstreet’s stock price has taken a beating over the past six months, shedding 22.3% of its value and falling to $8.94 per share. This was partly driven by its softer quarterly results and may...
Via
StockStory
Topics
Supply Chain
Data & Business Process Services Stocks Q4 In Review: Verisk (NASDAQ:VRSK) Vs Peers
March 31, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q4, starting...
Via
StockStory
Topics
Fraud
Winners And Losers Of Q4: ADP (NASDAQ:ADP) Vs The Rest Of The Data & Business Process Services Stocks
March 28, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how data & business process services stocks fared in Q4, starting...
Via
StockStory
DUN & BRADSTREET INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Dun & Bradstreet Holdings, Inc. - DNB
March 26, 2025
From
Kahn Swick & Foti, LLC
Via
Business Wire
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates AZEK, LNSR, DNB on Behalf of Shareholders
March 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
This Brown & Brown Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Tuesday
↗
March 25, 2025
Via
Benzinga
Data & Business Process Services Stocks Q4 Teardown: Planet Labs (NYSE:PL) Vs The Rest
March 25, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Planet Labs (NYSE:PL) and the...
Via
StockStory
These stocks are the most active in today's session
↗
March 24, 2025
Curious about the most active stocks in today's session? Get a glimpse into the stocks that are generating the highest trading volume and capturing market attention.
Via
Chartmill
Analyst Expectations For Dun & Bradstreet Holdings's Future
↗
March 24, 2025
Via
Benzinga
Dun & Bradstreet Stock Rallies On $7.7B Acquisition By Clearlake Capital: Retail Cheers The Deal
↗
March 24, 2025
Upon completion of the transaction, Dun & Bradstreet will become a privately held company, and its common stock will no longer be listed in any public market.
Via
Stocktwits
Shareholder Alert: The Ademi Firm investigates whether Dun & Bradstreet Holdings, Inc. is obtaining a Fair Price for its Public Shareholders
March 24, 2025
From
Ademi & Fruchter LLP
Via
Business Wire
Dun & Bradstreet To Go Private In $7.7 Billion Clearlake Deal—Stock Pops On Buyout News
↗
March 24, 2025
Shares of Dun & Bradstreet are trading higher as Clearlake Capital Group announces a $7.7 billion acquisition. Under the deal, Dun & Bradstreet shareholders will receive $9.15 per share. The...
Via
Benzinga
DNB Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Dun & Bradstreet Holdings, Inc. Is Fair to Shareholders
March 24, 2025
From
Halper Sadeh LLC
Via
Business Wire
Dun & Bradstreet Enters Into a Definitive Agreement To Be Acquired by Clearlake Capital Group
March 24, 2025
From
Dun & Bradstreet
Via
Business Wire
3 Small-Cap Stocks in the Doghouse
March 19, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
Via
StockStory
Q4 Rundown: EXL (NASDAQ:EXLS) Vs Other Data & Business Process Services Stocks
March 18, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data & business process services industry, including EXL (NASDAQ:EXLS) and its peers.
Via
StockStory
Q4 Earnings Outperformers: Equifax (NYSE:EFX) And The Rest Of The Data & Business Process Services Stocks
March 17, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the data & business process services stocks, including Equifax (NYSE:EFX) and its peers.
Via
StockStory
3 Value Stocks Walking a Fine Line
March 12, 2025
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices. But these hidden gems are few...
Via
StockStory
Dun & Bradstreet Powers New Marketing Opportunities by Seamlessly Integrating Business Data with Consumer Insights, Enabling Personalized Omnichannel Campaigns at Scale
March 11, 2025
From
Dun & Bradstreet
Via
Business Wire
Supply Chain Risk Grows Amid Ongoing Tariff Uncertainty
March 07, 2025
From
Dun & Bradstreet
Via
Business Wire
3 Warren Buffett Stocks to Buy With $1,100 and Hold Forever
↗
March 01, 2025
Via
The Motley Fool
Dun & Bradstreet Reports Fourth Quarter and Full Year 2024 Financial Results
February 20, 2025
From
Dun & Bradstreet
Via
Business Wire
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