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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
Quarterly Performance Reports
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TAM sm Program
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Back Dated Performance Reports
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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
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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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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Technology ETF
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Prudent Selling Based On Inflation Or An Overreaction?
↗
February 07, 2025
In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
Dan Loeb's Third Point Trims Amazon, Microsoft, Meta As Tech Stocks Climb
↗
February 03, 2025
Dan Loeb's Third Point LLC reduced stakes in tech, software & other sectors in 2024. Still holds largest share in utility co. PCG. Also cut shares in AMZN & MSFT while raising in 2024. AMZN stock up...
Via
Benzinga
ETFs To Ride On Apple's Best-Ever Revenues
↗
February 02, 2025
Apple Inc. recently reported robust first-quarter fiscal 2025 results, beating estimates for revenues and earnings. The iPhone manufacturer achieved record-breaking results. Here is a look at some ETFs...
Via
Talk Markets
Topics
ETFs
Stocks / Equities
5 ETFs To Watch During Microsoft's Post-Earnings Drop
↗
January 31, 2025
Several ETFs heavily weighted in Microsoft have gained attention after its Q2 earnings report. Cloud growth concerns led to a 6% drop in stock.
Via
Benzinga
Topics
ETFs
Microsoft Slips On Soft Q2 Azure Revenue, Below-Consensus Q3 Guidance: Retail Sees Buying Opportunity
↗
January 30, 2025
Microsoft noted that its artificial intelligence revenue surpassed $13 billion in annual run rate in the second quarter.
Via
Stocktwits
Topics
Artificial Intelligence
Microsoft Stock Slips Ahead Of Q2 Earnings, But Retail Stays Hopeful With Azure, Capex In Focus
↗
January 29, 2025
Wedbush analyst Daniel Ives expects Microsoft to double down on the AI vision/build-out.
Via
Stocktwits
Topics
Artificial Intelligence
Analyst Explains Why Microsoft Stands To Gain From DeepSeek's Rise: Retail Buys The Argument
↗
January 28, 2025
Morgan Stanley sees Microsoft’s build-out of enterprise applications using the foundational models as a far greater opportunity.
Via
Stocktwits
Meta Wants To Leverage TikTok Ban Threat to Promote Instagram On Other Social Media, Offers Cash Deals
↗
January 27, 2025
Meta Platforms Inc is promoting Instagram by exploiting the absence of TikTok download option from Apple and Google stores.
Via
Benzinga
Is Elon Musk's Mental Health a Cause for Concern? Biographer Thinks So
↗
January 12, 2025
Biographer Seth Abramson, who says he is writing a biography of Elon Musk, has expressed concerns over the mental health of the billionaire entrepreneur.
Via
Benzinga
3 Digital Infrastructure ETFs In Focus As Trump Reveals Billion-Dollar Data Center Construction Plan
↗
January 07, 2025
Trump: $20B investment in data centers by DAMAC. Microsoft: $80B investment plan for AI-driven centers. ETFs offer opportunity to invest in digital infrastructure.
Via
Benzinga
Topics
ETFs
Government
Are Stocks Set Up For A Crash Landing?
↗
November 22, 2024
In this week's video, we'll review the latest charts and data to help us answer the question, are stocks set up for a crash landing?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
3 Millionaire-Maker Software-as-a-Service (SaaS) Stocks
↗
November 04, 2024
Most of these stocks have been growing powerfully, and a few seem reasonably or attractively valued.
Via
The Motley Fool
More Than A Third Of AI-Based ETFs Were Launched In 2024, Focusing On Nvidia, Microsoft, Apple And Meta, Among Others: Here's How Some Of Them Have Performed This Year So Far
↗
October 28, 2024
The total assets of AI ETFs have now reached $4.5 billion, approaching the $5.5 billion held by nuclear power-themed ETFs .
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
Talk Markets
Here's How Investing $50 per Week in This Top ETF Can Generate $65,000 in Annual-Dividend Income
↗
October 13, 2024
Starting early and investing often can be a surefire way to building up a massive portfolio.
Via
The Motley Fool
Topics
ETFs
Stocks: Are You Missing The Big Picture?
↗
September 28, 2024
In this week's video, we'll review the latest charts to help us answer the question - are you missing the big picture?
Via
Talk Markets
EXCLUSIVE: Apple's iPhone 16 Launch Will Be 'Disappointment Before The Excitement,' Gene Munster Says
↗
September 03, 2024
Apple stock may not rise much with iPhone 16 launch due to high expectations, but analyst predicts strong growth after earnings with new AI features.
Via
Benzinga
Topics
Artificial Intelligence
Apple Beats On Q3 Earnings, Pins Hopes On AI: ETFs To Buy
↗
August 04, 2024
Apple Inc. reported robust third-quarter fiscal 2024 results, wherein it beat both earnings and revenue estimates. The iPhone manufacturer returned to revenue growth and pinned hopes on AI for iPhone...
Via
Talk Markets
Topics
Artificial Intelligence
ETFs
Apple Higher Education Offer Spans Globe, Gives Discounts To College Students
↗
August 01, 2024
Apple Inc. (NASDAQ: AAPL) is offering lower prices on products for college students through its Higher Education Offer, running from June-Sept.
Via
Benzinga
Apple ETFs To Buy Ahead Of Its Fiscal Q3 Earnings
↗
August 01, 2024
All eyes are on technology giant Apple (AAPL - Free Report), which is set to release third-quarter fiscal 2024 results after market close on Aug 1. This has put investors’ focus on ETFs having...
Via
Talk Markets
Topics
ETFs
Apple Set To Beat Q3 Earnings Estimates With Strong Services Growth: Goldman Sachs
↗
July 30, 2024
Apple expected to beat analyst expectations with $1.36 EPS and $85.1 billion revenue. Goldman Sachs maintains Buy rating due to services growth.
Via
Benzinga
3 ETFs That Have Soared Past the S&P 500 in the Last 10 Years
↗
July 27, 2024
Investing in tech has been a great way to outperform the markets over the past decade.
Via
The Motley Fool
Topics
ETFs
Stocks
Apple Vision Pro Launches New Lake-Setting Environment For Digital Crown VR
↗
July 25, 2024
Apple Vision Pro adds new virtual environment, Lake Vrangla in Norway, to its Digital Crown feature. Users can access it via headset's passthrough cameras.
Via
Benzinga
55% of Generation X Regret Making This Investing Mistake. Here's How to Avoid It.
↗
July 17, 2024
Every little bit counts when it comes to saving for retirement, especially when that little bit compounds into something much larger over time.
Via
The Motley Fool
Topics
Retirement
What's Going On With Tech Giant Apple's Stock On Monday?
↗
July 15, 2024
Apple Inc. (NASDAQ: AAPL) shares are up in premarket trade following record annual sales in India, reaching nearly $8 billion. This milestone highlights Apple's expanding market presence in India,...
Via
Benzinga
The Charts Bears Don't Want You To See
↗
July 06, 2024
In this holiday weekend video, we'll focus on the stock market and economic charts that the bears don't want you to see.
Via
Talk Markets
The 3 Best ETFs to Buy in July 2024
↗
July 05, 2024
Invest in the best ETFs to buy now, offering low fees, strong fundamentals, and exposure to multi-year trends.
Via
InvestorPlace
Topics
ETFs
Elon Musk Argues Mistake, Not Fraud, In Twitter Stake Disclosure Lawsuit
↗
July 05, 2024
Elon Musk seeks to dismiss a lawsuit from former Twitter shareholders, arguing the delay in disclosing his 9.2% stake was unintentional. Shareholders claim Musk violated SEC rules, buying more shares...
Via
Benzinga
Topics
Fraud
Lawsuit
Regulatory Compliance
Fortnite Maker Epic Games Accuses Apple Of Blocking Its Game Store Launch
↗
July 05, 2024
Epic Games, creator of "Fortnite," accuses Apple Inc. (NASDAQ: AAPL) of blocking its efforts to launch a games store on iPhones and iPads in Europe. Epic claims Apple rejected their submissions, citing...
Via
Benzinga
Microsoft Hack Exposes Texas Agencies To Russian State-Sponsored Attack: Report
↗
July 01, 2024
Microsoft reportedly notified Texas state agencies and universities of a breach by Russian hackers, accessing emails through a compromised system. Agencies affected include the Texas Department of...
Via
Benzinga
Topics
Hacking
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