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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)
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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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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Credit Suisse Group American Depositary Shares
(NY:
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UNCHANGED
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Updated: 7:00 PM EDT, Jun 9, 2023
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UBS Group Stock Is Sliding Today: What's Going On?
↗
April 17, 2023
UBS Group AG (NYSE: UBS) shares are trading lower Monday amid the Federal Reserve's approval for the bank to acquire the U.S. subsidiaries of Credit Suisse Group (NYSE: CS).
Via
Benzinga
CREDIT SUISSE GROUP AG (NYSE: CS) SHAREHOLDER CLASS ACTION ALERT: Bernstein Liebhard LLP Reminds Investors of the Deadline to File a Lead Plaintiff Motion in a Securities Class Action Lawsuit Against Credit Suisse Group AG (NYSE: CS)
April 17, 2023
From
Bernstein Liebhard LLP
Via
GlobeNewswire
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Credit Suisse Group AG Investors With Losses Over $1 Million to Secure Counsel Before Important Deadline in Securities Class Action - CS
April 16, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
Why Credit Suisse Stock Plunged 71% in March
↗
April 10, 2023
The bank faltered and was taken over by UBS.
Via
The Motley Fool
Failing Financial Defenses And The Changing Politics Of Money
↗
April 10, 2023
Bank runs have happened over and over again over the centuries, and they have taken down many banks and banking systems.
Via
Talk Markets
Almost A Month Later And The Situation Is Deteriorating Rapidly
↗
April 06, 2023
More extreme hedging swept global markets, including another serious collateral run.
Via
Talk Markets
Don’t Overlook Undervalued Banking Giant UBS Stock
↗
April 14, 2023
UBS stock owners shouldn't lose sleep as UBS Group should be able to overcome any obstacles to the Credit Suisse takeover.
Via
InvestorPlace
Bitcoin Has Thumped the Market by 80% in 2023. Can It Keep Going?
↗
April 13, 2023
Bitcoin is off to a banner start in 2023, better than many expected.
Via
The Motley Fool
Are All Banks Going Broke?
↗
April 13, 2023
All banks are not going broke. Until something changes, “too big to fail” is going to cost taxpayers dearly. Keep your deposits under the FDIC limits, and hammer politicos to do their regulatory job.
Via
Talk Markets
Elon Musk and BBC Reporter Clash In Twitter Spaces, Get Paid To Hack OpenAI, US States Stockpile Alternative Abortion Pill: Today's Top Stories
↗
April 12, 2023
Benzinga
Via
Benzinga
UBS Mulls Keeping Credit Suisse Private Wealth Unit Targeting India's Wealthy Diaspora
↗
April 12, 2023
UBS Group AG (NYSE: UBS) is reportedly looking to retain Credit Suisse Group AG's (NYSE: CS) private banking unit in India, making way for a potential return to the market.
Via
Benzinga
UBS Executives Say Surprise Credit Suisse Acquisition Is a 'Major Challenge'
↗
April 05, 2023
Via
Benzinga
Why Shares of Wells Fargo Plunged in March
↗
April 04, 2023
Most bank stocks have sold off after the recent banking crisis.
Via
The Motley Fool
The 3 Most Pressing Questions for Banks Heading Into Earnings Season
↗
April 12, 2023
This will be one of the more highly anticipated earnings seasons for banks following the recent banking crisis.
Via
The Motley Fool
Credit Suisse Rescue Package Retrospectively Rejected By Lower House Of Swiss Parliament — But There's A Catch
↗
April 11, 2023
Via
Benzinga
Why Are Crypto Mining Stocks MARA, RIOT, HUT Up Today?
↗
April 11, 2023
Crypto stocks are climbing and trending on social media this morning as Bitcoin is surging 6% in early trading.
Via
InvestorPlace
This Time I’m Glad That Banks Go First
↗
April 10, 2023
Banks are a key transmission mechanism for Federal Reserve rate policies, and the nature of fractional reserve banking means that they literally get to create money.
Via
Talk Markets
7 F-Rated Stocks to Sell in April
↗
April 10, 2023
Not every stock can be a winner -- but if you know the right stocks to sell, you'll protect your portfolio from unfortunate losses.
Via
InvestorPlace
ROSEN, A TOP RANKED LAW FIRM, Encourages Credit Suisse Group AG Investors to Secure Counsel Before Important Deadline in Securities Class Action - CS
April 08, 2023
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Lawsuit
This Banking Crisis Is The Cusp Of A Much Worse Financial Crisis
↗
April 06, 2023
A look at why this current banking crisis is just the beginning of a much bigger financial crisis.
Via
Talk Markets
Facebook Turns To Generative AI For Help, FedEx Consolidates, UBS Executives Say Surprise Credit Suisse Deal 'Major Challenge:' Today's Top Stories
↗
April 05, 2023
Benzinga
Via
Benzinga
7 Sorry Blue-Chip Stocks to Sell in April Before It’s Too Late
↗
April 04, 2023
These once dominant blue-chip names have fallen out of favor with investors and should be sold before more damage is done.
Via
InvestorPlace
Why Shares of Charles Schwab Got Crushed in March
↗
April 04, 2023
Since the banking crisis started, Schwab has been caught in the crosshairs of investors.
Via
The Motley Fool
Bank Stocks Alert: Jamie Dimon Says the Banking Crisis Isn’t Over Yet
↗
April 04, 2023
JPMorgan Chase CEO Jamie Dimon says that the banking crisis isn't over. Here's what this means for both large and small bank stocks.
Via
InvestorPlace
UBS Layoffs 2023: What to Know About the Latest UBS Job Cuts
↗
April 03, 2023
Today, shares of UBS stock are taking a hit on news that massive UBS layoffs could be on the horizon in short order.
Via
InvestorPlace
Tesla Manufactured 4,000 Model Ys In One Week, UBS Prepping For Massive Layoffs, McDonald's Temporary Shuttering Of US Offices: Today's Top Stories
↗
April 03, 2023
Bloomberg UBS Prepping For Massive Layoffs Amid Credit Suisse Takeover
Via
Benzinga
US Equities: Markets Concerned About Inflation, Interest Rates And Economic Growth
↗
April 03, 2023
US equities are seemingly pressured as the market is concerned about the development of inflation, interest rates, and economic growth.
Via
Talk Markets
Julius Baer CEO Says Switzerland's Position As World's Banker To Super-Rich Isn't 'God Given'
↗
April 03, 2023
Via
Benzinga
Penny Drops: How Popular Tech, Meme, EV & Pot Stocks Went From Pricey To Pocket Change In 4 Charts
↗
April 03, 2023
The stock market had a challenging 2022 due to macro and geopolitical headwinds, with high-profile names suffering losses. The S&P 500 lost about 20%, and the Nasdaq Composite dropped around 33%.
Via
Benzinga
Remember Credit Suisse's AT-1 Bonds Fiasco? Here's Why MUFG Reportedly Delayed Issuing These Instruments
↗
April 03, 2023
Via
Benzinga
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