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Brochure Supplement Dominick Savo
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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
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Total Stock Market ETF
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This Gaming Company Sees 2,400% Rise In Retail Chatter In One Month: Here’s Why BMO Capital’s Bullish On The Stock
↗
July 22, 2025
Via
Stocktwits
Here’s Why Palo Alto, SentinelOne, And Sea Dominate Stocktwits Retail Chatter Among Tech Stocks
↗
July 22, 2025
Palo Alto Networks saw a 1,733% surge in retail chatter in 24 hours amid takeover rumors of SentinelOne, boosting sentiment and message volume.
Via
Stocktwits
Topics
Artificial Intelligence
Carlyle Confirms Deal To Buy Majority Stake In AI-Focused IT Consultancy Firm Adastra
↗
July 22, 2025
Via
Stocktwits
Figma Sets IPO Price Range At $25–$28: Retail Traders Eye Multi-Bagger Potential
↗
July 22, 2025
Via
Stocktwits
Topics
Initial Public Offering
Dollar Tree Stock Rises As Analysts Get Bullish — Retail Crowd Starts To Buy In Too
↗
July 21, 2025
Barclays upgraded the stock’s rating to ‘Overweight’ and JPMorgan added it to its Analyst Focus list.
Via
Stocktwits
Topics
Economy
Government
Elon Musk Hints At Merger Of Robotaxi, Passenger Vehicle Driving Assistance Software: Retail’s Yet To Make Up Its Mind
↗
July 21, 2025
Musk said over the weekend that Tesla’s assisted driving capabilities will see “a step change improvement” as the company integrates the upgrades it made for the robotaxi into the general production...
Via
Stocktwits
Topics
Artificial Intelligence
Verizon Lifts 2025 Cash Flow Forecast: Retail Says Stock Is ‘Recession-Proof’
↗
July 21, 2025
Via
Stocktwits
Starbucks Stock Just Snagged Sell Recommendation, But Most Wall Street Firms Willing To Wait Out For Reversal In Fortunes
↗
July 18, 2025
Via
Stocktwits
The Last Time This Warning Flashed, S&P 500 Crashed The Most Since 2008
↗
July 21, 2025
A rare warning signal has reappeared in the market, with a low bull-bear spread and high investor indecision.
Via
Benzinga
Topics
Stocks
Tesla Gets A Price Target Hike From BofA Ahead Of Q2 Report: Retail Sets Sight On The Crucial $400-Mark
↗
July 21, 2025
BofA’s new price target implies a 3.4% upside to Tesla’s closing price on Friday.
Via
Stocktwits
Topics
World Trade
Wall Street Expects GM Revenue, Earnings To Fall In Q2, But Retail Investors Find No Reason To Be Pessimistic
↗
July 21, 2025
JPMorgan analyst Ryan Brinkman raised the firm's price target on General Motors to $60 from $56, while keeping an ‘Overweight’ rating on the shares.
Via
Stocktwits
Topics
Artificial Intelligence
Pinterest Sees Surge In Retail Buzz As Ad Efficiency Drives Morgan Stanley Upgrade
↗
July 21, 2025
Morgan Stanley upgraded the stock, citing undervalued growth potential and enhanced monetization opportunities.
Via
Stocktwits
Netflix Retail Traders Relish Beat-and-Raise Q2 But Investors Wary Of Rising Expenditure To Fund Strong Second-Half Content Slate
↗
July 18, 2025
Via
Stocktwits
Veritone’s AI Solutions Land Spot On DoD’s Elite Procurement List: Retail Chatter Explodes 800% In 24 Hours
↗
July 17, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Roblox Sees Explosion In Retail Chatter As New Features Put Teens in Control, Parents In The Loop
↗
July 17, 2025
Via
Stocktwits
Microsoft Hit With ‘Active’ Cyberattacks On Servers At Customer Sites, Impacting Government Agencies, Businesses: Experts Say ‘Significant Vulnerability’
↗
July 21, 2025
Via
Stocktwits
Tesla Stock Sees 28% Slide In Retail Chatter Over Past Week Ahead Of Q2 Earnings
↗
July 18, 2025
Tesla is slated to report its second quarter (Q2) earnings after the closing bell on Wednesday, July 23.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Government
BofA’s Price Target Hike On Dell Stock Makes Retail Believe There’s ‘Opportunity’
↗
July 18, 2025
Bank of America increased Dell’s price target to $165, citing strong growth potential from AI demand, and also raised its FY26 revenue and earnings forecasts.
Via
Stocktwits
Topics
Artificial Intelligence
MEI Pharma Announces $100M Placement To Initiate Litecoin Treasury Strategy: Retail Cheers Charlie Lee’s Addition To Company Board
↗
July 18, 2025
MEI Pharma intends to use the funds to acquire the native cryptocurrency of the Litecoin blockchain, commonly referred to as “LTC”, which will serve as the company’s primary treasury reserve asset.
Via
Stocktwits
Grubhub Owner Wonder Reportedly In Talks For $500M Debt Refinancing
↗
July 18, 2025
According to a report by Bloomberg, the company has approached private credit firms and is exploring financing terms that would include a payment-in-kind (PIK) feature.
Via
Stocktwits
Topics
Lawsuit
TSMC Stock Eyes Fresh Record As Chip Foundry’s Q2 Results, Guidance Exceed Estimates On AI Demand Surge
↗
July 17, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Google’s Pixel 10 Event Draws Retail Cheer As It Promises Foldable AI Phones And Smartwatch
↗
July 16, 2025
Via
Stocktwits
Topics
Artificial Intelligence
J.M. Smucker Raises Dividend, But Retail Investors Stay On The Fence
↗
July 17, 2025
The jams and peanut butter maker recently issued a downbeat forecast for the current fiscal year, blaming headwinds from higher coffee costs and U.S. tariffs.
Via
Stocktwits
Topics
ETFs
World Trade
Netflix Q2 Set to Impress? Analysts, Retail Traders Eye Outperformance on Rising Engagement and Price Hikes
↗
July 17, 2025
The company is expected to report second-quarter earnings per share of $7.09 on revenue of $11.06 billion, according to consensus estimates compiled by Fiscal.ai.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Hewlett Packard Enterprise Sees Boardroom Shakeup As Elliott Gains Influence: Retail Sees No Reason To Cheer
↗
July 16, 2025
The company appointed Robert Calderoni to its board, formed a Strategy Committee, and entered a cooperation agreement with Elliott Investment to strengthen business strategy.
Via
Stocktwits
Topics
Artificial Intelligence
Roblox Retail Traders Stay Bullish As JPMorgan Lifts Price Target On Surging Engagement Trends
↗
July 16, 2025
Via
Stocktwits
Wendy's Announces 190 New Burger Chain Outlets In Italy and Armenia: Retail View Turns Bullish
↗
July 16, 2025
Via
Stocktwits
Roblox Announces IP Licensing Tool, Strikes Deals To Bring Experiences From Popular Netflix Shows Into Gameplay
↗
July 16, 2025
Via
Stocktwits
ASML’s Bookings Rebound Strongly In Q2 Amid AI Demand Surge But CEO Says ‘Can’t Confirm’ Chip-Equipment Maker Will Grow In 2026
↗
July 16, 2025
Net sales increased 23% year over year to 7.69 billion euros, with installed base management sales accounting for 2.10 billion euros.
Via
Stocktwits
Topics
Artificial Intelligence
S&P Global Partners With Anthropic To Integrate Databases, But Retail Turns Cautious
↗
July 15, 2025
By integrating S&P Global’s data into Claude’s GenAI platform, finance professionals can gain instant access to verified financial insights, enabling them to analyze trends, credit ratings, and market...
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Stocks
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