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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
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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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Royal Bank of Canada
(TSX:
RY
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Updated: 4:00 PM EST, Jan 2, 2026
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RBC Bearings Stock Jumps On Acquiring ABB's DODGE Mechanical Power Transmission Business For $2.9B
↗
July 26, 2021
RBC Bearings Inc (NASDAQ: ROLL) has agreed to acquire the DODGE mechanical power transmission division ("DODGE") of ABB Ltd ((NYSE: ABB) for $2...
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Global Sustainable Investment Alliance releases Global Sustainable Investment Review 2020
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10 Biggest Price Target Changes For Monday
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July 12, 2021
RBC Capital boosted Chipotle Mexican Grill, Inc. (NYSE:C...
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SEC Commissioner Allison Lee, Disability Rights Advocate Judy Heumann, Among Others, to Headline US SIF FORUM 2021
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Is Now The Time To Buy Stock In Bumble Or Match Group?
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July 09, 2021
The online dating market is poised to double by 2025, leading an RBC Capital Markets analyst to turn bullish on Bumble Inc&n...
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Benzinga
RBC Says Social Media Activity Is Boosting Uranium Prices
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July 09, 2021
You might think social media is a bad place to find investing themes, but the performance of uranium suggests it works just fine.
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InvestorPlace
Why Bumble's Stock Is Trading Higher Today?
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July 09, 2021
RBC Capital analyst Brad Erickson has initiated coverage on Bumble Inc (NASDAQ: BMBL) with an Outperform rating and $65 price target. The price target signifies a 29.3% upside at...
Via
Benzinga
Why RBC Analysts Are Bullish On FactSet: What Investors Should Know
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July 08, 2021
Strong demand and competitive positioning have turned RBC Capital Markets analysts Bullish on shares of FactSet Research Systems, Inc.
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Benzinga
RBC Bullish On Moody's, Projects Sustainable Double-Digit Revenue Growth
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July 08, 2021
Moody's Corporation (NYSE:MCO) shares traded lower by 1.2...
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RBC Upgrades NICE To Outperform From Sector Perform, New Target Price Implies 18% Upside
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July 07, 2021
RBC Capital analyst Rishi Jaluria upgraded NICE Ltd (NASDAQ: NICE) to Outperform rating from Sector Perform. RBC raised the price target to $300 from $266. The...
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Benzinga
Multiple Firms Initiate Coverage On TaskUs
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July 06, 2021
BofA, William Blair, Baird, Wells Fargo, RBC Capital, Morgan Stanley, and Goldman Sachs initiated coverage of business process outsourcing services provider TaskUs Inc...
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Initiative for a Competitive Inner City Elects New Board Chair and Officers
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Shopify Stock Slips As 'High Profile' Product Announcement Missing At Unite Conference
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June 30, 2021
Shopify stock slipped after it announced a reduction in app store fees for developers at the Unite conference.
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Luminato Festival Toronto Announces October Lineup
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Sonora Announces LOI to Acquire BTQ AG
June 15, 2021
Vancouver, British Columbia and Vaduz, Liechtenstein - TheNewswire - June 15, 2021 - Sonora Gold & Silver Corp (TSXV:SOC) (the “Company” or “Sonora”) is pleased to announce that it has entered into a...
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Why This Coursera Stock Analyst Is Bullish
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June 11, 2021
An RBC Capital Markets analyst is out bullish on shares of Coursera, Inc (NYSE: COUR), citing strengths in its multi-segment business model, irreversible tailwinds from the COVID-...
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Benzinga
Return On Capital Employed Overview: RBC Bearings
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June 11, 2021
Looking at Q4, RBC Bearings (NASDAQ:ROLL) earned $29.74 million, a 12.05% increase from the preceding quarter. RBC Bearings also posted a total of $160.29 million in sales, a 9.9...
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Benzinga
RBC's EV Pair Trade: Buy Fisker, Sell Lordstown
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June 09, 2021
As electric vehicle developer Lordstown Motors Corp. (NASDAQ: RIDE) flagged a "going concern" warning this week, an analyst at RBC Capital Markets is out...
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Benzinga
Topics
Electric Vehicles
10 Biggest Price Target Changes For Thursday
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June 03, 2021
Barclays cut the price target for Splunk Inc. (NASDAQ: SPLK) from $206 to $170. Splunk shares fell 4.8% to $117.90 in pre-market trading. RBC Capital boosted the price target on...
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Bettering Communities Through Financial Education and Empowerment with RBC Wealth Management Advisor, Gustavo Corte
June 02, 2021
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AB Newswire
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Revcontent Acquired by Star Mountain Capital and Capital Dynamics
June 02, 2021
Partnership to further support native, cookie-less advertising technology and create enhanced revenue opportunities for publishers
Via
Newswire.com
Smile Innovations Group Partners with Royal Bank of Canada Accelerating National Acquisition Plan
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Why DoorDash Stock Ran Up 6.5% Today
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May 27, 2021
RBC gives DoorDash a vote of confidence on sales growth.
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The Motley Fool
Why Carvana's Stock Is Trading Higher Today
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May 27, 2021
Carvana Co. (NYSE: CVNA) shares are trading higher after RBC Capital initiated coverage on the stock with an Outperform rating and announced a $300 price target. RBC Capital...
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Benzinga
Xigem Technologies Names Carli Posner to Advisory Board
May 25, 2021
Toronto, Ontario--(Newsfile Corp. - May 25, 2021) - Xigem Technologies Corporation (CSE: XIGM) (FSE: 2C1) ("Xigem" or the "Company"), a...
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Newsfile
Topics
Economy
Intellectual Property
RBC Bearings Inc (ROLL) Q4 2021 Earnings Call Transcript
↗
May 21, 2021
ROLL earnings call for the period ending April 3, 2021.
Via
The Motley Fool
Topics
Earnings
Recap: RBC Bearings Q4 Earnings
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May 21, 2021
Shares of RBC Bearings (NASDAQ:ROLL) were unchanged after the company reported Q4 results. Quarterly Results Earnings per share were down 18.80% year over year to $1.08,...
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Benzinga
Earnings Scheduled For May 21, 2021
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May 21, 2021
Companies Reporting Before The Bell • Flex LNG (NYSE:FLNG) is projected to report earnings for its first quarter. • RBC Bearings (NASDAQ:ROLL) is expected to...
Via
Benzinga
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