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Brochure Supplement Dominick Savo
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Brochure Supplement Jonathan Ezra
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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
Client Information
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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Quarterly Performance Reports
Total Asset Value (TAV)
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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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TAF® Program
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Investing During Uncertain Times
Read FULL Seminar Here
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TMX Group Equity Financing Statistics - April 2025
May 09, 2025
Toronto Stock Exchange, TSX Venture ExchangeToronto, Ontario--(Newsfile Corp. - May 9, 2025) - TMX Group today announced its financing activity...
Via
Newsfile
Topics
Initial Public Offering
Nidec Announces the Withdrawal of the Tender Offer for Makino Milling Machine Co., Ltd. (Securities Code: 6135)
May 09, 2025
From
NIDEC CORPORATION
Via
Business Wire
LFL, Canada's Largest Home Retailer, Releases Results for the Quarter Ended March 31, 2025; Record Q1 Revenue and Strong EPS Growth
May 08, 2025
Toronto, Ontario--(Newsfile Corp. - May 8, 2025) - Leon's Furniture Limited (TSX: LNF) ("LFL" or the "Company"), today announced financial...
Via
Newsfile
Topics
Economy
World Trade
Cyberlux and OKSI Advance UAS Capabilities for GPS- and RF-Denied Environments
May 08, 2025
From
Cyberlux Corporation
Via
Business Wire
Kelt Reports Financial and Operating Results for the Three Months Ended March 31, 2025
May 08, 2025
Calgary, Alberta--(Newsfile Corp. - May 8, 2025) - Kelt Exploration Ltd. (TSX: KEL) ("Kelt" or the "Company") reports its financial...
Via
Newsfile
Topics
Energy
Dexterra Reports Voting Results from Annual and Special Meeting of Shareholders
May 07, 2025
Toronto, Ontario--(Newsfile Corp. - May 7, 2025) - Dexterra Group Inc. (TSX: DXT) ("Dexterra") is pleased to report that each...
Via
Newsfile
Liberty Latin America Reports Q1 2025 Results
May 07, 2025
From
Liberty Latin America Ltd.
Via
Business Wire
Up to 54% Off During Lenovo’s Memorial Day Sale
May 07, 2025
From
Lenovo
Via
Business Wire
TMX Group Announces Election of Directors
May 07, 2025
Toronto, Ontario--(Newsfile Corp. - May 7, 2025) - TMX Group today announced that the nominees listed in the management proxy...
Via
Newsfile
Topics
Derivatives
Cyberlux and TrellisWare Partner to Deliver Cutting-Edge FPV Anti-Jam Capability on New UAS Platform
May 07, 2025
From
Cyberlux Corporation
Via
Business Wire
Dexterra Group Inc. Announces Results for Q1 2025
May 06, 2025
Toronto, Ontario--(Newsfile Corp. - May 6, 2025) - Dexterra Group Inc. (TSX: DXT)HighlightsDexterra generated strong results for the three months...
Via
Newsfile
Spruce Biosciences Reports First Quarter 2025 Financial Results and Provides Corporate Updates
May 06, 2025
From
Spruce Biosciences, Inc.
Via
Business Wire
Cyberlux Unveils New Heavy Lift Group 1 Rotary Wing UAS for U.S. Special Operations Community
May 06, 2025
From
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Asahi Kasei Microdevices Launches New Series of Power Management ICs for Energy Harvesting
May 06, 2025
From
Asahi Kasei
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Cleantek Industries Advances International Expansion with New Halo Crown Mount Contract
May 06, 2025
Calgary, Alberta--(Newsfile Corp. - May 6, 2025) - Cleantek Industries Inc. (TSXV: CTEK) ("Cleantek" or the "Company") an innovative provider...
Via
Newsfile
Topics
Emissions
CIBL, Inc. Reports First Quarter Operating Results
May 05, 2025
From
CIBL, Inc.
Via
Business Wire
TMX Group Limited Declares Dividend of $0.20 per Common Share
May 05, 2025
Toronto, Ontario--(Newsfile Corp. - May 5, 2025) - The Board of Directors of TMX Group Limited (TSX: X) today declared...
Via
Newsfile
Topics
Derivatives
TMX Group Limited Reports Results for First Quarter of 2025
May 05, 2025
Revenue of $419.1 million, up 21% from $345.9 million in Q1/24Diluted earnings per share of $0.38, down 24% from $0.50...
Via
Newsfile
Chesapeake Granite Wash Trust Announces Distribution of $0.0294 Per Common Unit
May 05, 2025
From
Chesapeake Granite Wash Trust
Via
Business Wire
Romios Gold Resources Inc. Announces Termination of Letter of Intent With Star Gold Resources Corp.
May 05, 2025
Toronto, Ontario--(Newsfile Corp. - May 5, 2025) - Romios Gold Resources Inc. (TSXV: RG) (OTC Pink: RMIOF) (FSE: D4R) ...
Via
Newsfile
Altamira Gold Announces Maiden Mineral Resource Estimate for Maria Bonita Porphyry Gold Project, Cajueiro District, Brazil
May 05, 2025
Vancouver, British Columbia--(Newsfile Corp. - May 5, 2025) - Altamira Gold Corp. (TSXV: ALTA) (FSE: T6UP) (OTC Pink: EQTRF), ("Altamira"...
Via
Newsfile
TUDOR GOLD Receives Five Year Exploration Permit to Advance the Treaty Creek Project
May 01, 2025
Vancouver, British Columbia--(Newsfile Corp. - May 1, 2025) - Tudor Gold Corp. (TSXV: TUD) (FSE: H56) (the "Company" or "Tudor")...
Via
Newsfile
Talon Metals Assays Confirm Highest Grade Intercept in Tamarack Project History
May 01, 2025
Tamarack, Minnesota--(Newsfile Corp. - May 1, 2025) - Talon Metals Corp. (TSX: TLO) (OTC Pink: TLOFF) (together with its subsidiaries,...
Via
Newsfile
Sonendo, Inc. Announces $5.0 Million Private Placement
May 01, 2025
From
Sonendo
Via
Business Wire
BIOQUAL Announces the retirement of Dr. Mark G. Lewis as President and CEO of the company
April 30, 2025
From
BIOQUAL, Inc.
Via
Business Wire
Pacific Coast Oil Trust Announces Monthly Net Profits Interest Calculations
April 30, 2025
From
Pacific Coast Oil Trust
Via
Business Wire
LIBERTY LATIN AMERICA SCHEDULES INVESTOR CALL FOR FIRST QUARTER 2025 RESULTS
April 30, 2025
From
Liberty Latin America Ltd.
Via
Business Wire
Elmer Bancorp, Inc. Announces First Quarter 2025 Financial Results
April 30, 2025
From
Elmer Bancorp, Inc.
Via
Business Wire
CORRECTING and REPLACING Exchange Bank Announces First Quarter 2025 Earnings
April 30, 2025
From
Exchange Bank
Via
Business Wire
voxeljet AG Announces Financial Restructuring With StaRUG Procedure After General Meeting Rejects Approval of the Sale of the Business to Anzu
April 30, 2025
From
voxeljet AG
Via
Business Wire
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