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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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One Wall Street Investment Manager Is Loading Up on Shares of Nasdaq. Is Now the Time to Buy?
↗
October 07, 2025
Via
The Motley Fool
Topics
Derivatives
Stocks
Texas Stock Exchange Receives Federal Nod, Poised to Challenge NYSE and Nasdaq Duopoly
October 06, 2025
The financial landscape of the United States is on the cusp of a significant transformation with the recent federal approval of the Texas Stock Exchange (TXSE). On September 30, 2025, the U.S....
Via
MarketMinute
Topics
Economy
Initial Public Offering
Regulatory Compliance
Texas Takes on Wall Street: SEC Approves New Exchange, Challenging New York's Financial Dominance
October 06, 2025
The U.S. Securities and Exchange Commission (SEC) delivered a landmark decision on September 30, 2025, formally approving the Texas Stock Exchange (TXSE). This pivotal move greenlights the creation of...
Via
MarketMinute
Topics
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A Look Into Nasdaq Inc's Price Over Earnings
↗
September 12, 2025
Via
Benzinga
Winklevoss’ Gemini Raises IPO Offering Size After Securing Nasdaq Deal
↗
September 10, 2025
Via
Stocktwits
Topics
Initial Public Offering
Stock-Split Watch: Is Palantir Next?
↗
October 04, 2025
Companies can use stock splits to artificially manipulate their share prices and outstanding share counts.
Via
The Motley Fool
Topics
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The PetaHertz Era Dawns: Spatiotemporal Topological Combs Shatter Data Transmission Barriers, Reshaping Financial Markets
October 03, 2025
October 3, 2025 – A revolutionary breakthrough in data communication, dubbed "Spatiotemporal Topological Combs" (ST-Combs), is poised to fundamentally redefine the landscape of information...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Nasdaq (NDAQ): Buy, Sell, or Hold Post Q2 Earnings?
October 03, 2025
While the S&P 500 is up 24.7% since April 2025, Nasdaq (currently trading at $87.45 per share) has lagged behind, posting a return of 18.5%. This might have investors contemplating their next move.
Via
StockStory
Topics
Government
Stocks
World Trade
SEC Greenlights Blockchain Stock Trading: A Paradigm Shift for Financial Markets
October 02, 2025
The U.S. Securities and Exchange Commission (SEC) is poised to usher in a new era for financial markets by developing plans to allow blockchain-based versions of stocks, often referred to as tokenized...
Via
MarketMinute
Topics
Economy
Regulatory Compliance
Nasdaq (NASDAQ: NDAQ): Architect of Modern Markets in a Dynamic Era
September 30, 2025
Date: 9/30/2025 1. Introduction Nasdaq (NASDAQ: NDAQ) stands as a pivotal force in the global financial landscape, evolving far beyond its origins as the world’s first electronic stock market. As of...
Via
PredictStreet
Topics
Artificial Intelligence
Derivatives
Economy
SEC Pushes Revolutionary Plan: Stocks on the Blockchain, Ushering in a New Financial Era
September 30, 2025
Washington D.C., September 30, 2025 – The U.S. Securities and Exchange Commission (SEC) is actively forging a groundbreaking path to modernize traditional financial markets, exploring and drafting...
Via
BreakingCrypto
Topics
Regulatory Compliance
Solana Eyes Unprecedented Scale: Firedancer Proposes Lifting Block Compute Limits Post-Alpenglow
September 29, 2025
September 28, 2025 – The Solana ecosystem is on the cusp of a revolutionary transformation. Jump Crypto's Firedancer team has put forth a groundbreaking proposal, SIMD-0370, to eliminate the network's...
Via
MarketMinute
Topics
ETFs
Banks Can Now Streamline Operations With Nasdaq Calypso On AWS
↗
September 25, 2025
Nasdaq Inc.
Via
Benzinga
Nasdaq and AWS to Advance Capital Markets and Banking Infrastructure Across the Financial System
September 25, 2025
Strategic cloud deployment of Nasdaq Calypso on AWS will empower institutions to modernize end-to-end infrastructure, enhance resilience and unlock innovation at scale
From
Nasdaq, Inc.
Via
GlobeNewswire
Tidal Wave Incoming: US Market Braces for an Onslaught of Crypto ETFs as Regulators Streamline Approvals
September 24, 2025
The U.S. financial landscape is on the cusp of a profound transformation, as a recent regulatory shift by the Securities and Exchange Commission (SEC) has dramatically streamlined the approval process...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
3 Reasons Opendoor Technologies Stock Could Move Higher Before Nov. 6
↗
September 24, 2025
The house-flipping company is up nearly 2,000% in just a few months. Can it keep gaining?
Via
The Motley Fool
Topics
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The Four-Year Cycle: Is Another Bitcoin Halving Correction on the Horizon for 2025?
September 22, 2025
As the cryptocurrency world moves further into the post-halving era of 2024, attention is sharply turning to the potential for a significant market correction in 2025. Rooted in Bitcoin's (BTC)...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
1 Reason Robinhood (HOOD) Is 1 of the Best Financial Stocks You Can Buy Today
↗
September 18, 2025
The platform has managed to capture a lot of the younger generation's attention.
Via
The Motley Fool
The Next Wave: A Deep Dive into Upcoming Altcoin ETF Filings and Their Market Potential
September 16, 2025
The digital asset landscape is on the cusp of a significant transformation, as a flurry of altcoin Exchange-Traded Fund (ETF) applications beyond the established Bitcoin, Ethereum, XRP, and Dogecoin...
Via
MarketMinute
Topics
ETFs
Economy
Regulatory Compliance
Galaxy Digital Ramps Up Solana Bet, Pours $283 Million In Crypto, But Stock Drops Pre-Market
↗
September 15, 2025
Galaxy Digital Inc. (NASDAQ:GLXY) shares are trading lower in Monday's pre-market trading, coinciding with the cryptocurrency-focused company's purchase of over $280 million in Solana (CRYPTO: SOL).
Via
Benzinga
Winklevoss Twins' Gemini Hits $4.4 Billion Valuation In Strong Nasdaq Debut
↗
September 13, 2025
Gemini Space Station Inc. saw a 32.2% surge in its stock price on its debut, reaching a $4.4 billion valuation and signaling renewed investor interest in digital assets.
Via
Benzinga
Bitcoin, S&P 500 ETFs On Blockchain? BlackRock Reportedly Eyes Tokenization Of Its Big-Ticket Funds
↗
September 12, 2025
BlackRock Inc. (NYSE:BLK), the world’s largest asset manager, is reportedly exploring ways to tokenize its exchange-traded funds, the latest in a broader Wall Street effort to bring real-world assets...
Via
Benzinga
Topics
ETFs
Stocks
Dogecoin Price Jumps As Major Crypto Tokens Edge Higher, Bitcoin Calm At $112K In Run-Up To US Inflation Data Release
↗
September 09, 2025
Nasdaq has reportedly struck a strategic partnership with Gemini, the crypto exchange founded by the Winklevoss twins, to tap its custody and staking services.
Via
Stocktwits
Topics
Economy
Regulatory Compliance
Winklevoss Twins’ Gemini Taps $50M From Nasdaq As Strategic Investment Ahead of IPO: Report
↗
September 09, 2025
According to a Reuters report, Nasdaq is expected to buy $50 million in shares in a private placement at the time of its initial public offering.
Via
Stocktwits
Topics
Government
Wall Street's Hottest Stock-Split Stock Can Skyrocket 280%, According to One Optimistic Analyst
↗
September 09, 2025
The most high-profile reverse split of the year has one Wall Street analyst seeing big-time upside.
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Nasdaq Wants SEC To Approve Tokenized Securities Trading — Here's How They Compare With Traditional Stocks
↗
September 09, 2025
Nasdaq Inc. submitted a filing to the Securities and Exchange Commission on Monday, September 7, to allow trading of tokenized securities on its stock market platform.
Via
Benzinga
Topics
Regulatory Compliance
Nasdaq Seeks SEC Approval To Trade Tokenized Stocks, Bringing Blockchain To The Equities Market
↗
September 08, 2025
The proposal is currently under review by the SEC, and if approved, it would enable traders to choose between the traditional route for trading equities and doing so on-chain with tokenized stocks.
Via
Stocktwits
Topics
Regulatory Compliance
1 Magnificent S&P 500 Dividend Stock I'm Buying Right Now
↗
September 07, 2025
Nasdaq looks primed to continue its run of stomping the market.
Via
The Motley Fool
Topics
Artificial Intelligence
Fraud
Stocks
1 Profitable Stock with Exciting Potential and 2 We Turn Down
September 05, 2025
Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
Via
StockStory
Puro.earth Secures €11 M Series B Financing Led by Nasdaq with Participation from Fortum Innovation & Venturing to strengthen its supplier infrastructure
September 04, 2025
Strategic financing supports Puro.earth initiatives to accelerate carbon removal at scale
From
Nasdaq, Inc.
Via
GlobeNewswire
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