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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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PepsiCo Shares Drop After Barclays Downgrade On Snack Business Weakness; Retail Mood Bearish
↗
March 19, 2025
The research firm cut its rating on the stock to 'equal weight' from 'overweight' and the target to $156 from $168
Via
Stocktwits
Leading And Lagging Sectors For March 18, 2025
↗
March 18, 2025
Via
Benzinga
Celsius, e.l.f. Beauty, Deckers See Stocktwits Activity Spike As Retail Sales Data Show Modest Uptick
↗
March 18, 2025
ETFs tracking consumer staple and consumer discretionary firms gained 1.46% and 0.16%, respectively on Monday.
Via
Stocktwits
Topics
ETFs
Restaurant Sales Sink: Recession Warning Or Just Weather-Driven Dip?
↗
March 17, 2025
U.S. retail sales miss expectations in Feb, raising concerns about consumer strength. However, some areas show resilience & economy not near recession.
Via
Benzinga
Topics
Earnings
Economy
Leading And Lagging Sectors For March 17, 2025
↗
March 17, 2025
Via
Benzinga
3 Unique and Dominant Consumer Staples ETF Plays
March 17, 2025
If standard consumer staples exposure doesn't appeal, these three funds provide unique perspectives on a traditional defensive maneuver.
Via
MarketBeat
Topics
ETFs
Economy
Dollar General Stock In Focus Following Price Target Hikes: Retail Stays Extremely Bullish
↗
March 17, 2025
Piper Sandler raised the price target to $81 from $79 with a ‘Neutral’ rating
Via
Stocktwits
Pepsi Stock In Spotlight On Potential Acquisition Of Probiotic Beverage Poppi: Retail Sentiment Lags
↗
March 17, 2025
A deal is expected to be announced this week, said a Bloomberg report.
Via
Stocktwits
General Mills Stock Falls As Citi Places It On ‘Negative Catalyst Watch’: Retail Sentiment Sours
↗
March 17, 2025
Sentiment on Stocktwits ended Friday in the ‘bearish' zone compared to neutral a week ago.
Via
Stocktwits
Bottom, Ongoing Correction, Or Bear Market?
↗
March 15, 2025
In this video, I discuss whether we are at the bottom, in the midst of an ongoing correction, or approaching a bear market.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Wall Street Bounces Back As Shutdown Risks Fade, Stocks Eye Strongest Day In 4 Months: What's Driving Markets Friday?
↗
March 14, 2025
Stocks staged a sharp rebound on Friday as concerns over a potential government shutdown eased after Senate Minority Leader Chuck Schumer (D-NY) opted not to veto a Republican sp
Via
Benzinga
Leading And Lagging Sectors For March 14, 2025
↗
March 14, 2025
Via
Benzinga
PepsiCo Shares Slip On Jefferies Downgrade Over ‘Struggling’ US Business: Retail Mood Sours
↗
March 12, 2025
The brokerage thinks Frito’s inflection could take several quarters.
Via
Stocktwits
Wall Street Rebounds As Cooling Inflation Draws Tech Dip Buyers: What's Driving Markets Wednesday?
↗
March 12, 2025
Traders found relief in a cooler-than-expected inflation report, driving tech-heavy indices to a rebound on Wednesday despite ongoing trade tensions.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For March 12, 2025
↗
March 12, 2025
Via
Benzinga
Leading And Lagging Sectors For March 11, 2025
↗
March 11, 2025
Via
Benzinga
The Market Is Trying To Heal
↗
March 10, 2025
The selling has been pretty orderly thus far. The meaning behind this runs deep.
Via
Talk Markets
Topics
Stocks / Equities
Leading And Lagging Sectors For March 10, 2025
↗
March 10, 2025
Via
Benzinga
3 Defensive Investments for a Market Under Pressure
March 10, 2025
Defensive investments like Gold, Consumer Staples, and Dividend ETFs offer stability, steady income, and diversification, helping investors amid uncertainty.
Via
MarketBeat
Topics
ETFs
Economy
World Trade
Leading And Lagging Sectors For March 7, 2025
↗
March 07, 2025
Via
Benzinga
Costco Or BJ's? Stocktwits Retail Traders Overwhelmingly Favor One Wholesale Giant
↗
March 07, 2025
One commenter BJ’s has less “downside risk”
Via
Stocktwits
Costco Stock Falls After-Hours On Q2 Earnings Miss: Retail Turns More Bearish On Trump Tariff Fallout Worries
↗
March 07, 2025
Second-quarter earnings per share came in at $4.02, missing estimates of $4.09.
Via
Stocktwits
Topics
Government
Kroger Stock Rises On Q4 EPS Beat: Retail’s Cautiously Optimistic
↗
March 06, 2025
Q4 identical sales without fuel increased 2.4% year-over-year, the company said.
Via
Stocktwits
Walgreens Boots Alliance Confirms $10B Go-Private Deal: Retail’s Extremely Bullish
↗
March 06, 2025
The $11.45 offer represents an 8% premium to Walgreens stock’s closing price Thursday and 29% on Dec. 9, 2024, the day before the first media reports regarding a potential transaction emerged.
Via
Stocktwits
Leading And Lagging Sectors For March 6, 2025
↗
March 06, 2025
Via
Benzinga
Leading And Lagging Sectors For March 5, 2025
↗
March 05, 2025
Via
Benzinga
Target Stock In Focus Post-Q4 As Tariff Worries Loom, But Retail Sees A Buy Opportunity
↗
March 05, 2025
Sentiment on Stocktwits improved to ‘bullish’ from ‘extremely bearish’ a day ago
Via
Stocktwits
No Bidders, No Safety Net: Is Fed's Liquidity Lifeline Drying Up? Plus, ETFs To Watch
↗
March 04, 2025
If yields keep dropping, bond prices will rise. And if liquidity crunch fears escalate, defensive sectors could shine.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Leading And Lagging Sectors For March 4, 2025
↗
March 04, 2025
Via
Benzinga
Consumer Spending Is Slowing—But These Stocks Will Still Thrive
March 04, 2025
A clear rotation is happening in the market, with money coming out of the discretionary space and into the defensive space as a sign of fear.
Via
MarketBeat
Topics
Economy
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