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Brochure Supplement Dominick Savo
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Brochure Supplement Jonathan Ezra
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Back Dated Performance Reports
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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
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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SHF Holdings, Inc. - Class A Common Stock
(NQ:
SHFS
)
1.305
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Updated: 12:59 PM EST, Dec 24, 2025
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Safe Harbor Financial Successfully Modifies Debt Obligation with Partner Colorado Credit Union
March 04, 2025
Agreement Unlocks Over $6 Million in Cash Flow and Extends Due Date to October 2030
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Originates $1,500,000 Secured Credit Facility for Missouri Cannabis Operator
February 12, 2025
Second Tranche of a $5 Million Loan Funding Package to Refinance High-Interest Senior Debt
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Earnings Scheduled For November 12, 2024
↗
November 12, 2024
Via
Benzinga
SHFS Stock Earnings: SHF Hldgs Reported Results for Q2 2024
↗
August 14, 2024
SHF Hldgs just reported results for the second quarter of 2024.
Via
InvestorPlace
Safe Harbor Financial Announces Temporary Pause in Principal Payments and Ongoing Discussions to Modify Promissory Note with PCCU
February 03, 2025
PCCU Modifies Credit Facility with Safe Harbor by Pausing Principal Payments for Two Months as New Terms are Considered; Safe Harbor Intends to Commence Making Growth Investments Immediately
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Commences CEO Succession and Strategic Planning Initiative
January 29, 2025
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
$25 Billion And Counting: Safe Harbor Financial's Decade Of Keeping Cannabis Industry In The Green As Banks Remain Banned From Touching Marijuana Money
↗
January 16, 2025
As long as cannabis is classified a Schedule I substance, banks are prohibited from dealing with the industry's billions of dollars.
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial Surpasses $25 Billion in Cannabis-Related Funds as It Celebrates 10th Anniversary
January 16, 2025
Milestone Underscores the Company’s Leadership in Providing Reliable Financial Services, Credit Facilities and Innovative Solutions for the Regulated Cannabis Industry
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
The Week In Cannabis: Tilray Earnings, NY Hits $1B In Sales, DoorDash Embraces Hemp, Ukraine And More
↗
January 10, 2025
Cannabis news of the week: New York hits $1B cannabis sales, Ukraine registers first medical product. Updates on DoorDash, Tilray, Agrify and more.
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial Modifies Commercial Alliance Agreement with Partner Colorado Credit Union
January 07, 2025
Loan Indemnification between Companies Eliminated; Change Expected to Strengthen Safe Harbor’s Balance Sheet
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Cannabis Grower Receives $500K Loan From Safe Harbor For Energy-Saving Improvements
↗
December 04, 2024
SHF Holdings, Inc. (NASDAQ: SHFS), doing business as Safe Harbor Financial, announced on Wednesday the closing of a $500,000 loan to PI 51st Avenue, LLC, a subsidiary of Pioneer Interests, Inc, doing...
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial, Collective Clean Energy Fund and Partner Colorado Credit Union Collaborate to Fund $500,000 Sustainable Upgrade Loan for Denver Cannabis Facility
December 04, 2024
Innovative Loan Partnership Drives Energy Savings and Sustainable Operations in Colorado’s Cannabis Sector
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial's $3.3M Comeback: Turning Losses Into Profit Despite Revenue Drop
↗
November 12, 2024
"Our strategic priorities focused on innovation, operational excellence, and client service," said CEO Sundie Seefried.
Via
Benzinga
Safe Harbor Financial Reports Financial Results for Third Quarter and Nine Months Ended September 30, 2024
November 12, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Cannabis Industry Leaders React To Trump Victory: Expect Changes
↗
November 06, 2024
Cannabis industry leaders respond to Trump's victory with hopes for federal reforms and banking access but caution over regulatory challenges.
Via
Benzinga
Topics
Cannabis
Government
Florida Rejects Cannabis Legalization Amendment Supported By Trump, Detested By DeSantis
↗
November 05, 2024
Florida voters reject marijuana legalization initiative with 55.8% yes votes, despite star-studded endorsements. Industry responds: progress still needed.
Via
Benzinga
Topics
Cannabis
Government
Safe Harbor Financial to Report Third Quarter 2024 Financial Results on Tuesday, November 12, 2024
October 30, 2024
Company to host conference call after the market closes at 4:30p.m. ET on Tuesday, November 12th
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Secures $1.07M Credit For Missouri Cannabis Operator
↗
October 29, 2024
Safe Harbor Financial begins a $5M loan commitment with a $1.07M secured credit facility for a Missouri cannabis operator...
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial Originates $1.07 Million Secured Credit Facility for Missouri Cannabis Operator
October 29, 2024
Credit Facility Represents First Tranche of $5 Million Commitment to Refinance Existing Senior Debt
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial's $30M Deal In Jeopardy? What NASDAQ Investors Need To Know...Now
↗
October 23, 2024
Safe Harbor faces a legal battle over its $30 million acquisition of Abaca, raising concerns in the cannabis banking sector.
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial to Participate in the Benzinga Cannabis Capital Conference on October 8 and 9, 2024
October 01, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Secures Key Executive Team with Strategic Contract Extensions
September 04, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Cannabis Lender Safe Harbor Q2: Net Income Hits $0.9M Amid Cost Cuts, Adjusted EBITDA Up 14.5%
↗
August 15, 2024
Safe Harbor Financial Q2 2024 earnings show strong recovery with net income of $0.9M and Adjusted EBITDA up 14.5%, driven by cost reductions.
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial Reports Financial Results for Second Quarter and Six Months Ended June 30, 2024
August 14, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Cannabis Companies About To Release Earnings Reports, Get Your News Here: Glass House, Schwazze And More
↗
July 31, 2024
Glass House Brands Inc. (OTCQX: GLASF) (OTC: GHBWF) is about to report financial results for the second quarter ended June 30, 2024, on Tuesday, August 13, 2024, after market close.Medicine Man...
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial to Report Second Quarter 2024 Financial Results on Wednesday, August 14, 2024
July 31, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial and BIPOCann Team Up to Empower Minority-Owned Cannabis Businesses
July 25, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Minority Cannabis Entrepreneurs Gain New Financial Backing, Thanks To This Partnership
↗
July 25, 2024
Safe Harbor Financial partners with BIPOCann to provide financial services and credit solutions for cannabis industry, with discounted fees for BIPOCann members and new webinar series on social...
Via
Benzinga
Topics
Cannabis
Safe Harbor Financial Submits Comments to the Justice Department Regarding Cannabis Rescheduling
July 16, 2024
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
Safe Harbor Financial Successfully Exits $3.1 Million Loan in Default, Collecting 100% of Principal, Plus Over $200,000 in Accrued Interest
July 09, 2024
$3.3 Million Reallocated to Lending and Credit Line Capacity
From
Safe Harbor Financial Services, Inc.
Via
GlobeNewswire
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