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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Total Stock Market ETF
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GameStop Stock Pops Off 6‑Day Slide: Retail Buzz Builds Around New Digital Trading Cards Platform
↗
August 01, 2025
Earlier in the week, GameStop announced a new platform that enables buying, trading, and storing of collector cards digitally, marking a significant push into the segment.
Via
Stocktwits
‘Buy The Freaking Dip!’ Retail Traders Rally Behind Amazon As Stock Tanks Despite Crushing Q2 Estimates
↗
July 31, 2025
Via
Stocktwits
‘Netflix of Gaming?’ Retail Hype Follows Roblox’s Big Q2 Win
↗
July 31, 2025
Via
Stocktwits
This Media Giant Is Attracting A Lot Of Retail Attention Today: Here’s Why
↗
July 31, 2025
Comcast’s Q2 revenue increased 2.1% year-on-year to $30.3 billion, beating the analysts’ consensus estimate of $29.8 billion, as per Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Moderna Announces 10% Layoffs Ahead Of Q2 Report: Retail Now Eyes ‘Good Enough’ Earnings
↗
July 31, 2025
CEO Stéphane Bancel said in a note to employees on Thursday that the move is part of the company’s commitment to reduce annual operating expenses by about $1.5 billion by 2027.
Via
Stocktwits
Topics
Artificial Intelligence
Supply Chain
Workforce
Microsoft’s ‘Eye-popping’ Q4 AI, Cloud Strength Wins A Price-Target Hike — Analyst Says ‘Watershed Quarter For Redmond’
↗
July 31, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Marvell Stock Is Trending On Wednesday Morning: Here’s Why South Korea’s Rebellions And Microsoft Are In The Picture
↗
July 30, 2025
Via
Stocktwits
Fatburger Parent’s Stock Jumps Premarket After DoJ Drops Financial Misconduct Charges Against Firm, Former CEO
↗
July 30, 2025
Via
Stocktwits
AbbVie CEO Sees ‘Substantial Momentum’ For Remaining Year After Q2 Earnings Beat: Retail’s No Longer Pessimistic
↗
July 31, 2025
For the full year, the company raised its adjusted and diluted earnings per share guidance to $11.88 to $12.08, up from its previous guidance of $11.67 to $11.87.
Via
Stocktwits
Topics
Intellectual Property
Apple Q3 Earnings In Spotlight As Cupertino Struggles With Stagnant Sales Growth Amid Tariff Threat, Economic Headwinds
↗
July 31, 2025
Morgan Stanley analyst Erik Woodring remains optimistic that the company will deliver a “solid quarter.”
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Government
Meta’s Blowout Q2 Drives Stock To New High In Extended Session — Analyst Says Company Well On Way To Be ‘AI Powerhouse’
↗
July 31, 2025
Among key user metrics, family daily active people (DAP) rose 6% YoY to 3.48 billion, ad impressions climbed 11%, and average price per ad increased 9%.
Via
Stocktwits
Topics
Earnings
Government
Sam Altman’s OpenAI Now Rakes In $1B Monthly, Thanks To Explosive ChatGPT User Growth: Report
↗
July 31, 2025
The company has increased its cash burn estimate to a staggering $8 billion for 2025, substantially higher than the previously estimated $1 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Amazon Q2 Earnings To Offer First Big Read On Trump Tariff Impact On Consumers: Here’s What Analysts Expect
↗
July 30, 2025
Via
Stocktwits
Topics
Government
This Logistics Stock Tumbled 10% After Downbeat Q2 Earnings, But Retail’s Eyeing Buy-On-Dip Opportunities: Details Inside
↗
July 29, 2025
Via
Stocktwits
AstraZeneca Q2 Beats On Cancer Drug Sales, Maintains Guidance — Shares Rise Premarket As Retail Cheers
↗
July 29, 2025
Via
Stocktwits
PayPal's Q2 Earnings Divide Wall Street, But Retail Bulls Are Charging Ahead
↗
July 30, 2025
PayPal’s Q2 revenue climbed 55% year-on-year to $8.3 billion, beating the consensus estimate of $8.08 billion, as per Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Why Is Vertiv Stock Rising Today? Here’s What The CEO Said About Capacity Expansion And Innovation Pipeline
↗
July 30, 2025
Vertiv’s Q2 revenue jumped 35% year-on-year to $2.64 billion, beating the analysts’ consensus estimate of $2.36 billion, as per Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Seagate, Freshworks, Palo Alto Networks Draw Heavy Retail Chatter On Stocktwits Among Tech Stocks: More Details Inside
↗
July 30, 2025
Seagate saw retail chatter surge 4300% in 24 hours after the company reported better-than-expected fourth-quarter earnings.
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
Meta Q2 Earnings On Deck: Can Zuckerberg Justify Meta’s Massive AI Bet To Wall Street?
↗
July 30, 2025
According to the Fiscal.ai-compiled consensus, Meta is expected to report earnings per share (EPS) of $5.86 and revenue of $44.84 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Apple To Close China Store In Rare Exit: What's Behind The Surprise Move?
↗
July 29, 2025
Via
Stocktwits
Can Microsoft's Q4 Earnings Push Its Valuation Past $4 Trillion? Here Are 3 Things Investors Are Watching
↗
July 30, 2025
The software giant is widely expected to report earnings per share of $3.38 and revenue of $73.83 billion for the fourth quarter of the fiscal year 2025, according to the Fiscal.ai-compiled consensus.
Via
Stocktwits
Topics
Artificial Intelligence
Starbucks Q3 Print Largely Disappoints Even As CEO Pitches 'A Wave Of Innovation In 2026' — Retail Isn’t Convinced Yet
↗
July 29, 2025
The results, which showed some pockets of improvement, such as growth in the China business, cast doubt over the company's turnaround efforts.
Via
Stocktwits
Gary Black Cites Tesla Executive To Say A Smaller Pickup Truck Can Boost EV Giant’s Annual Delivery Volumes, Earnings
↗
July 29, 2025
According to Black, a smaller pickup could add 420,000 incremental units per year to Tesla deliveries with little or no cannibalization on the other EV models of the company, provided that the...
Via
Stocktwits
SoFi’s ‘Disruptive’ Bank Model Gets A Wall Street Thumbs Up: Retail Chatter Explodes 380% In 24 Hours
↗
July 29, 2025
William Blair expects SoFi’s expanding lineup of financial products, ranging from savings and spending tools to lending, investing, and advisory services, to erode the market share of legacy banks...
Via
Stocktwits
Topics
Artificial Intelligence
UnitedHealth Stock Slides Pre-Market On Disappointing Full-Year Guidance, Q2 Earnings: But Retail Expects A Bounceback
↗
July 29, 2025
The health insurer said that the company expects to return to earnings growth in 2026.
Via
Stocktwits
Topics
Artificial Intelligence
This Chip Software Provider Witnessed A Whopping 3,400% Jump In Retail Chatter Over 24 Hours: Here’s Why
↗
July 29, 2025
Cadence experienced a 3,400% explosion in Stocktwits user message count in the last 24 hours after better-than-expected Q2 earnings.
Via
Stocktwits
Topics
Artificial Intelligence
Stellantis Stock Slides Premarket As Auto Giant’s Reinstated Guidance Leaves Investors Unimpressed
↗
July 29, 2025
CEO Antonio Filosa, who took over the reins in late May, said, “2025 is turning out to be a tough year, but also one of gradual improvement.”
Via
Stocktwits
Topics
Government
World Trade
India Dethrones China As Top Smartphone Shipper To US In Q2 As Apple’s Supply‑Chain Shift Gains Traction
↗
July 29, 2025
Via
Stocktwits
Nvidia Stock On Track For Fresh Peak After Reportedly Ordering 300K H20 AI Chips From TSMC — Retail Optimism Grows
↗
July 29, 2025
Nvidia’s new chip orders would augment its existing inventory of 600,000 and 700,000 H20 chips, the report said.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Supply Chain
Walmart CEO Doug McMillon Sells $1.9M Shares, Continuing Small Divestitures
↗
July 28, 2025
On Stocktwits, the retail sentiment for Walmart’s shares shifted to 'neutral' from 'bullish.'
Via
Stocktwits
Topics
ETFs
Government
Supply Chain
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