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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
Client Service Approach
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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Total Asset Fund (TAF)
TAF® Program
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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SPDR S&P 500 ETF Trust
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Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s
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December 03, 2025
Both AI giants might launch their public market offerings next year.
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Market Breadth Stabilises After Monday’s Shakeout
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December 03, 2025
After Monday’s broad-based sell-off, Tuesday’s session brought a more balanced picture. The major indices held their uptrends and breadth readings reverted from clearly negative to almost neutral, with...
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Nasdaq, S&P 500 Futures Point To Steady Open: Why CAPR, MRVL, AEO, GTLB, CRWD Are On Traders' Radar
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December 03, 2025
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Meta Has Become The Mag Seven’s Cheapest Bet Despite AI Push — But Can Zuckerberg Flip The Market’s Mood?
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December 02, 2025
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Is The Santa Rally Coming This Year? Why Markets Are Bracing For A Turbulent December Finish
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December 02, 2025
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Trump's Fed Gambit: A New Era of Monetary Policy Looms as Chair Announcement Nears
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As the financial world braces for a pivotal moment, President Donald Trump, recently re-elected and now in office for his second term, is on the cusp of announcing his nominee for the next Federal...
Via
MarketMinute
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Trump Says Tariff Windfall Will Fund Record Tax Refund Season, Fed Chair Announcement Likely In Early 2026
↗
December 02, 2025
During a cabinet meeting, the President said tariff revenue has reached levels that support a new round of tax refunds.
Via
Stocktwits
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Economy
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World Trade
Paul Atkins Reportedly Says Regulatory ‘Barnacles’ Need To Be Removed – Signals Innovation Exemption For Crypto Companies In January
↗
December 02, 2025
In an interview with CNBC, Atkins said the SEC already has sufficient authority to advance crypto oversight without waiting for Congress.
Via
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Michael Burry Warns Of ‘Number Of Bad Years’ For US Stock Market: ‘I Think The Whole Thing’s Just Going To Come Down’
↗
December 02, 2025
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First, Amazon Came For Walmart’s Retail Crown — Now It’s Snatched Best Buy’s Electronics Throne As Well
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December 02, 2025
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What Are Defined Outcome ETFs?
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Global Economy Showing Resilience To Trump Tariffs: Report
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December 02, 2025
The Paris-based organization projected that the U.S. economy would grow by 2% in 2025, up from its September forecast of 1.8%.
Via
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Jeremy Siegel Says Kevin Hassett Is A 'Very Good' Economist, But His Top Picks For Fed Chair Would Be Chris Waller Or Kevin Warsh
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December 02, 2025
Siegel stated that Hassett’s greatest strength does not lie in monetary theory and the technical side of central banking.
Via
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Dow Futures Edge Higher As Fed’s Liquidity Boost, Bowman’s Testimony Take Center Stage: MDB, CRDO, WBD, CRWD Among Stocks To Watch
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December 02, 2025
While Dow Jones futures were up by 0.08%, the S&P 500 futures gained 0.12%.
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Who Will Buy Warner Bros Discovery? Investors Crave Blockbuster Deal As Hollywood’s Biggest Sharks Circle Media Giant
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December 02, 2025
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Market Breadth Cools at Resistance: Strong November Thrust Meets First Real Test
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December 02, 2025
After the powerful breadth thrust into Thanksgiving, Monday’s session brought the first broad-based pullback. Decliners clearly dominated on the day, especially in small caps, but the underlying trend...
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Chartmill
Battle of the S&P 500 ETFs: How VOO Compares to SPY on Fees, Yield, and Risk
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December 01, 2025
Expense ratios and fund structure can quietly impact long-term returns. Here’s how these two S&P 500 ETFs stack up.
Via
The Motley Fool
Topics
ETFs
Stocks
The State Street Consumer Staples ETF Offers Sharper Focus and Lower Costs Than The iShares US Consumer Staples ETF
↗
December 01, 2025
Expense ratios, sector focus, and portfolio makeup set these two consumer staples ETFs apart for investors seeking the right fit.
Via
The Motley Fool
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ETFs
What Is A Long Squeeze?
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December 01, 2025
Investors holding leveraged positions are at higher risk during a long squeeze, as leveraged trading amplifies both profits and losses.
Via
Stocktwits
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Government
World Trade
Synopsys, Moderna, Strategy, Q32 Bio, Wolfspeed: Stocks Making The Biggest Moves Today
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December 01, 2025
Synopsys shares were up nearly 4% in Monday’s midday session after AI bellwether Nvidia announced a $2 billion investment in the company.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Fundstrat's Tom Lee Predicts S&P 500 Could Climb To 7,300 In December: Report
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December 01, 2025
Lee also cited the end of the Federal Reserve’s quantitative tightening program, effective December 1, as a tailwind for U.S. equity markets.
Via
Stocktwits
Topics
Economy
Stocks
Kevin Hassett Leads Fed Chair Odds After Reportedly Saying He’d Be ‘Happy To Serve’, Trump Says His Mind Is Made Up
↗
December 01, 2025
assett’s comments came in an interview with Fox, where he stated that U.S. equity markets celebrated once it became clear that President Donald Trump was inching closer to a decision.
Via
Stocktwits
Topics
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Dan Ives Says Big Tech Could Rally Another 20% In 2026 – AI Trade Is Far From Over
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December 01, 2025
In a post on X, Dan Ives expressed optimism about the tech sector’s momentum as new AI applications and revenue streams take shape heading into 2026.
Via
Stocktwits
Topics
Artificial Intelligence
Why Are Oil Prices Rising Today?
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December 01, 2025
Benchmark Brent oil prices gained 1.8% to $63.50 per barrel, while WTI crude prices rose 1.9% to $59.64 per barrel, at the time of writing.
Via
Stocktwits
Topics
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Government
Dow Futures Edge Lower Ahead Of Powell Speech, Fed Rate Cut Odds Rise: TSLA, NIO, MSTR, MDB Among Stocks To Watch
↗
December 01, 2025
While Dow Jones futures were down by 0.48%, the S&P 500 futures declined 0.63%.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
The Quiet Surge In Japanese Yields Is Anything But Local — And Investors In US Stocks May Feel It Soon
↗
December 01, 2025
The Japanese 10-year bond yield has risen to levels not seen in more than 17 years.
Via
Stocktwits
Topics
Bonds
Economy
Fashion Might Be The Only Thing Saving Retail Right Now — Viral Ads And Bold Revamps Are Powering ANF, URBN, GAP Into Surprise Holiday Rallies
↗
December 01, 2025
Fashion, which includes clothes, footwear, and accessories, is typically one of the first hit categories in a downturn.
Via
Stocktwits
Topics
Economy
Government
World Trade
Two Moves Trump’s ‘Cronies’ Made That Have Krugman Worried About 2008-Style Meltdown
↗
November 28, 2025
The economist pointed to Trump appointee to the Fed, Michelle Bowman, advocating for loosening capital requirements, and the passing of the GENIUS Act as threats to financial stability.
Via
Stocktwits
Topics
Economy
Government
Stocks
Is The Stock Market Open Today? Dow Futures Muted Heading Into Shortened Session
↗
November 28, 2025
Dow Jones futures were up by 0.11% before the halt, and the S&P 500 futures rose 0.1%.
Via
Stocktwits
Topics
Bonds
ETFs
Stocks
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