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Brochure Supplement Dominick Savo
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Own Your Practice
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Back Dated Performance Reports
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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
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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Investing During Uncertain Times
Read FULL Seminar Here
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How to Read the Markets Mixed Signals with these 6 Key Symbols
↗
July 06, 2021
The tech-heavy Nasdaq 100 (QQQ) closed a pinch up on the day, while the small-cap Russell 2000 (IWM) broke its 50-Day moving average and closed -1.62% lower.
Via
Talk Markets
Follow the Money to Find Out What's Working This Year
↗
July 06, 2021
The notorious dip-buyers have been aggressively supporting this market ever since the pandemic low point last year. If they become fully invested, the flow of new money into the market could stop.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, July 3
↗
July 03, 2021
Is it time to declare that the fixed-income market is in a new bull market? Or will inflation prove to be more persistent than the Federal Reserve expects, thereby ruining the party? It's unclear, but...
Via
Talk Markets
Topics
Bonds
Economy
Finishing Up June, Q2 and 1H
↗
June 30, 2021
It’s the last day of the month, quarter, and first half of the year. Certainly, do not be surprised to see some portfolio games being played although the markets have been super quiet this month.
Via
Talk Markets
Is the Crypto Space Heating Up?
↗
June 29, 2021
While the stock market slowed down for the day, the crypto space has been heating up.
Via
Talk Markets
Junk Is As Good As Gold
↗
June 29, 2021
Junk bond yields are at a record low. This doesn’t mean a volatility event is coming soon, but one will come within the next few quarters like they always do.
Via
Talk Markets
Topics
Bonds
Can Big Tech Lead the Stock Market Higher?
↗
June 28, 2021
Despite having been interrupted by supply chain issues, demand stayed strong in the tech space. Conversely, other sectors could be losing momentum.
Via
Talk Markets
Broad Rebound In Global Markets Last Week, Except For US Bonds
↗
June 28, 2021
Vanguard Total US Bond Market (BND) was the only loser last week for the primary set of global market betas. The fund dropped 0.4%, marking the first weekly setback in six weeks.
Via
Talk Markets
Has The Infrastructure Bill Stolen The Inflation Spotlight?
↗
June 27, 2021
The stock market steadied itself, as the major indices clear or head to new highs. Additionally, The media looks to be shifting into the next trend as the newly passed infrastructure bill adds a chunk...
Via
Talk Markets
Will Oil Prices Continue to Climb?
↗
June 23, 2021
Via
Talk Markets
Widespread Losses Weighed On Global Markets Last Week
↗
June 21, 2021
US investment-grade bonds were the exception. The major asset classes felt the sting of risk-off sentiment in the wake of what is widely perceived as a subtle-but-otherwise-conspicuous hawkish tilt in...
Via
Talk Markets
Topics
Bonds
Economy
Is Stagflation Creeping Up?
↗
June 20, 2021
After Wednesday’s Fed announcement, the stock market has been sitting in an uneasy state. The U.S dollar has not only firmed but has pushed over resistance from its 200-Day moving average at 24.69...
Via
Talk Markets
Topics
Economy
Negative Real Junk Bonds
↗
June 20, 2021
Rates are low because of low population growth. Spreads are tight because of the easy Fed policy and the lack of expected risks in the economy. Real high yield debt is negative for the first time...
Via
Talk Markets
Topics
Economy
Institutions Cashing In Some Chips?
↗
June 18, 2021
How much damage this week? This week's video looks at why some are taking chips off the table.
Via
Talk Markets
What is the Deal with Transitory Inflation?
↗
June 14, 2021
When watching for rising inflation, food has been a key metric as it can only be grown at a set pace and can take time to build up stock.
Via
Talk Markets
Stock Market Volatility Is Shrinking (Implications + Game Plan)
↗
June 14, 2021
Right now stock market volatility is actually shrinking and has been doing so for about three months. And this isn’t just happening with stocks, but also with bonds and precious metals.
Via
Talk Markets
Topics
Bonds
Will The Semiconductors Sector (SMH) Lead The EV Market Higher?
↗
June 13, 2021
Taiwan and other leading countries which produce semi-chips for computers/Electric Vehicles have been struggling to keep up with demand. If the EV space is looking to extend higher, it will need...
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Investors Pad Equity Income, Real Estate Coffers for Funds and ETFs
↗
June 10, 2021
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fifth week in a row.
Via
Talk Markets
Is the Transportation Sector (IYT) Stifling a Major Market Breakout?
↗
June 09, 2021
The Transportation sector has broken its 50-Day moving average and is now looking to confirm a cautionary phase with a second daily close under its major moving average.
Via
Talk Markets
Why Transportation (IYT) Must Hold Over $268
↗
June 08, 2021
The transportation sector (IYT) bounced off $268 closing +.32% on the day.
Via
Talk Markets
How To Use Simple Risk Control For Stocks Like AMC
↗
June 03, 2021
Once a stock goes flying, it seems as though everyone wants a piece of the action. Of course, it might be fun to be a part of a big move, but it can also be extremely dangerous to take a trade in...
Via
Talk Markets
Winners & Losers Last Week
↗
May 31, 2021
A curated view of the action in the markets for the week ending May 28, in charts and tables.
Via
Talk Markets
Cybersecurity-An Ever-Evolving Megatrend
↗
May 30, 2021
As this year’s tech boom in the U.S economy started with the surge in prices from pandemic lows, the demand for more security across several sectors has naturally grown.
Via
Talk Markets
Topics
Economy
The ETF Portfolio Strategist - Saturday, May 29
↗
May 29, 2021
Beta risk made everyone look brilliant this week; not a bad way to start a long US holiday weekend. No matter where you turned, markets posted gains this week based on our standard 16-fund global...
Via
Talk Markets
The ETF Portfolio Strategist: Sunday, May 23
↗
May 23, 2021
Global markets posted a mixed but mostly serene week of results through Friday, May 21. The tranquility spilled over to our proprietary strategies, which were essentially unchanged last week. The flat...
Via
Talk Markets
Will Monday Settle The Stock Market Divide?
↗
May 23, 2021
The only difference between a cautionary phase and a bullish phase is that the price is trading underneath the 50-DMA instead of trading over it. This week’s test for the S&P and the Dow was passed...
Via
Talk Markets
Topics
Stocks
U.S. Weekly FundFlows Insight Report: Conventional Fund, ETF Investors Shun Equities Over Rising Inflationary Concerns
↗
May 20, 2021
Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row.
Via
Talk Markets
Can the Major Indices Stand Their Ground?
↗
May 19, 2021
Wednesday, the four major indices gapped lower based on the failure of the Russell 2000 (IWM) and the Nasdaq 100s’ (QQQ) ability to clear resistance from their 50-Day moving averages.
Via
Talk Markets
Week In Review: It's Hard To Get Rich
↗
May 16, 2021
Investing takes discipline. I continue to believe that the market is overvalued at this point.
Via
Talk Markets
The ETF Portfolio Strategist - Saturday, May 15
↗
May 15, 2021
The consumer price index was much hotter than expected, while retail spending and industrial output came in below their respective consensus forecasts. The noise for US macro is sky high. The...
Via
Talk Markets
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