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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
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
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Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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The Dow, The Russell, And The Biotech Sector Are Storming Higher
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July 16, 2024
The Dow Jones Industrials have come up 4.2% over the latest five-day, while the Russell 2000 index of U.S. small-caps is up nearly 11% - it’s having its best week in 24 years.
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Weekly Market Pulse: The Soft Landing Zone
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The Consumer Price Index actually fell in June by 0.1% but the year over year change was still 3%, a full percent higher than the Fed’s target.
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The Fed Gets Its Wish
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July 08, 2024
The economic data wasn’t particularly shocking or weak but it seemed as if last week may have marked a change in the economic outlook.
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Technical Market Report For July 13, 2024
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The market had a good week last week. Breadth broadened and the mid and small cap indices were stronger than the blue chips.
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Financial Markets Report For Friday, July 12
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July 12, 2024
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10-Year US Treasury Yield ‘Fair Value’ Estimate - Friday, July 12
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The S&P 500 Drops As Stocks Rotate Out Of Mega Cap Growth
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Financial Markets Report For Thursday, July 11
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Today's Battle: Soft US CPI Vs, Stretched Momentum Indicators And Two Fed Cuts Discounted
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The focus today is on the US CPI report. Another soft reading is expected, and it may strengthen ideas of a Fed cut in September, which ostensibly give it time to cut again before the end of the year.
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Forex: All Eyes Are On Service Inflation
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All eyes are on service inflation, the sticky element that keeps the Fed patient.
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Asia Morning Bites For Thursday, July 11
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Bank of Korea rates meeting could show some dissent. Japan’s machine orders disappoint again.
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Natural Gas looks for a low of Wave 4, which requires confirmation.
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Asia Morning Bites For Wednesday, July 10
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Korea’s unemployment rate remains steady in June. Chinese inflation is expected to inch higher.
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Financial Markets Report For Tuesday, July 9
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Quiet Summer Tuesday With Powell's Testimony And A Deluge Of US Supply On Tap
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Asia Morning Bites For Tuesday, July 9
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Euro Is Little Changed, While The Yen Is Softer To Start The New Week
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Financial Markets Report For Friday, July 5
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July 05, 2024
The uptick in the unemployment rate had macro purists clamouring for rate cuts.
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