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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
Client Information
Client Contact with Portfolio Manager(s)
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
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Total Asset Fund (TAF)
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Dow Futures Edge Lower Ahead Of Powell Speech, Fed Rate Cut Odds Rise: TSLA, NIO, MSTR, MDB Among Stocks To Watch
↗
December 01, 2025
While Dow Jones futures were down by 0.48%, the S&P 500 futures declined 0.63%.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Two Moves Trump’s ‘Cronies’ Made That Have Krugman Worried About 2008-Style Meltdown
↗
November 28, 2025
The economist pointed to Trump appointee to the Fed, Michelle Bowman, advocating for loosening capital requirements, and the passing of the GENIUS Act as threats to financial stability.
Via
Stocktwits
Topics
Economy
Government
Stocks
Is The Stock Market Open Today? Dow Futures Muted Heading Into Shortened Session
↗
November 28, 2025
Dow Jones futures were up by 0.11% before the halt, and the S&P 500 futures rose 0.1%.
Via
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Bonds
ETFs
Stocks
Morgan Stanley's Michael Gapen Predicts US Economy To Return To ‘Modest Growth’ In 2026
↗
November 26, 2025
The economist predicts the U.S. economy will grow at 1.8% in 2026 and 2% in 2027.
Via
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Topics
Economy
Government
Immigration
Dow Futures Edge Lower As Investors Await Economic Data: GOOGL, META, NVDA, BABA Among Stocks To Watch
↗
November 25, 2025
Via
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Topics
Stocks
Trump’s DOGE Says Reports Of Its Premature Death Are Greatly Exaggerated: 'We'll Be Back In A Few Days'
↗
November 24, 2025
Via
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Topics
Government
US Jobless Claims Fall To Lowest Level Since April
↗
November 26, 2025
According to data released by the U.S. Department of Labor on Thursday, jobless claims rose by 8,000 to 237,000 in the week ended August 30.
Via
Stocktwits
Topics
Stocks
Who Will Trump Pick As Next Fed Chair? Here’s What Prediction Markets Show
↗
November 26, 2025
Data from popular prediction markets Kalshi and Polymarket show that bets regarding the Fed Chair pick on both platforms are now worth over $9 million.
Via
Stocktwits
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Dow Futures Rise As Wall Street Tracks Signals For Next Fed Rate Move: GOOGL, DELL, HPQ, ADSK Among Stocks To Watch
↗
November 26, 2025
Via
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Topics
Economy
Stocks
Raymond James Warns S&P 500 Could Fall 8% To 10% Over Next Three Months: Report
↗
November 25, 2025
While November is typically a strong month for equities, a decline in major technology stocks has dragged markets lower, leaving both the Dow Jones Industrial Average and S&P 500 down about 2%.
Via
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Topics
ETFs
Stocks
Kevin Hassett Reportedly Emerges As Leading Candidate to Succeed Jerome Powell As Federal Reserve Chair
↗
November 25, 2025
According to a Bloomberg News report, Treasury Secretary Scott Bessent has been on the selection process since the summer to replace Powell and has been interviewing nearly a dozen candidates.
Via
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Topics
Economy
Trump Says He Had A ‘Very Good’ Call With Xi On Trade – State Visits Scheduled For 2026
↗
November 24, 2025
Via
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Government
Dow Futures Rise As Wall Street Looks At End Of A Rollercoaster Week: INTU, WBD, GAP, MSTR Among Stocks To Watch
↗
November 21, 2025
Via
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Topics
Stocks
El-Erian Highlights Disappointments In Latest Consumer Confidence Data As Job, Income Concerns Loom Large
↗
November 25, 2025
The economist noted in a post on X that the decline in consumers’ expectations of the future condition was due to a “mix of lingering price worries and growing employment income insecurity.”
Via
Stocktwits
Topics
Stocks
ADP Data Shows Sharp Reversal In Hiring Just Weeks Before Key Fed Meeting
↗
November 25, 2025
The latest report comes weeks before the Federal Reserve is set to decide on its monetary policy direction and take a call on whether a rate cut in December is needed.
Via
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Artificial Intelligence
Economy
Scott Bessent Says Trump Likely To Name New Fed Chair Nominee Before Christmas – ‘Things Are Moving Along Very Well’
↗
November 25, 2025
In an interview with CNBC, the U.S. Treasury Secretary said President Trump and Xi Jinping have four planned meetings in 2026.
Via
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Topics
ETFs
Economy
Government
David Sacks Clarifies He Remains Opposed To AI Bailouts After Saying Reversal In Investments Would Risk Recession
↗
November 25, 2025
The White House AI czar said on Monday that a reversal in AI-related investments would risk a recession.
Via
Stocktwits
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Dow, S&P 500 Futures Tick Higher, But Fear Rules Amid Worst November Since 2008 — Strategists Split On Buying The Dip
↗
November 20, 2025
Via
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Topics
Stocks
Existing Home Sales Rise In October As Buyers Take Advantage Of Lower Mortgage Rates
↗
November 20, 2025
Via
Stocktwits
Nasdaq, S&P 500 Futures Slip As Traders Brace For Key Data — Nvidia, AMD Pullback Amid AI Skepticism
↗
November 25, 2025
Volatility is likely to persist as key bullish themes have come under scrutiny.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
BEA Cancels Q3 2025 GDP Advance Estimate Due To 43-Day Federal Shutdown
↗
November 24, 2025
In an update on its website, the BEA said that the advance estimate of gross domestic product for the third quarter of 2025 was initially scheduled for release on October 30.
Via
Stocktwits
El-Erian Says Whiplash In December Fed Rate Cut Swings Is Stunning – Cites Four Key Factors, Including ‘Lame Duck Chair’
↗
November 24, 2025
In a post on X, he described the volatility as atypical for the central bank, which traditionally aims for “predictability and stability.”
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Lutnick Reportedly Says Nvidia CEO Has ‘Good Reasons’ To Sell AI Chips To China – Trump To Make Final Decision
↗
November 24, 2025
In addition to Huang, Howard Lutnick said that there are an “enormous number of other people” who agree that the U.S. selling AI chips to China should be considered.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Government
Trump Says ‘Full Benefit’ Of Tariffs Still Coming – Payments Will ‘Skyrocket’ Once Foreign Stockpiles Run Out
↗
November 24, 2025
In a post on Truth Social, the President said some foreign buyers have so far avoided paying tariffs because they were stocking up on goods.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Morgan Stanley’s Wilson Signals US Market Selloff Is Near A Bottom: Report
↗
November 24, 2025
According to a Bloomberg News report, Wilson reiterated his bullish outlook for next year.
Via
Stocktwits
Topics
Artificial Intelligence
Here's the Average Stock Market Return in the Last 10 Years, and What Wall Street Expects in the Future
↗
November 24, 2025
The three major U.S. stock market indexes delivered impressive returns over the past decade.
Via
The Motley Fool
Topics
ETFs
Stocks
Nasdaq, Dow Futures Climb After Tough Week — Strategist Says S&P 500 Could Have Found Support At October Lows
↗
November 24, 2025
After last week’s tech rout, traders could fish for bargain buys among durable-growth names with immense market opportunity.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Fed Rate Cut Odds For December Nearly Double After NY Fed’s Williams Signals ‘Room For Further Adjustment’
↗
November 21, 2025
According to data from the CME FedWatch tool, there is now a 70.9% probability of a 25 basis point rate cut in December, up from 39.1% a day ago.
Via
Stocktwits
Topics
Economy
NY Fed's Williams Says Trump Tariffs May Have Added Up To 75 Bps To Inflation, But Sees Room For A Further Cut
↗
November 21, 2025
Williams added that he does not see any second-round or spillover effects on inflation from President Trump’s tariffs.
Via
Stocktwits
Topics
Economy
Government
Tech Stocks Fall Despite Nvidia's Beat, Walmart Jumps 6%: What's Moving Markets Thursday?
↗
November 20, 2025
Nvidia Corp. (NASDAQ:NVDA) delivered another blockbuster quarter and raised its outlook, but even that wasn't enough to lift Wall Street on Thursday.
Via
Benzinga
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