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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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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
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Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
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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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Salesforce
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CRM
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Updated: 11:09 AM EST, Jan 6, 2026
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‘Holy Sh**’ Salesforce CEO Goes Gaga Over Google Gemini 3 After OpenAI CEO Sam Altman, Elon Musk Heap Praise Amid Fierce AI Chatbot War
↗
November 23, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Salesforce Cuts Off Gainsight App Access After Detecting Data Exposure Risk—Mandiant Launches Investigation
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November 21, 2025
Salesforce suspended several Gainsight apps after detecting suspicious activity that may have exposed customer data.
Via
Benzinga
Layoffs Pile Up: A Wave of Job Cuts Fuels Worker Anxiety Amidst Economic Uncertainty
November 20, 2025
The global labor market is experiencing a significant upheaval as a relentless wave of layoffs continues to sweep across industries, leaving a trail of heightened worker anxiety and contributing to a...
Via
MarketMinute
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Elon Musk Says Starship Can Deliver 300 GW Solar AI Satellites Per Year, But There's One Major 'Piece Of The Puzzle' That Stands In Its Way
↗
November 20, 2025
Elon Musk claims Starship rocket can deliver 300 GW solar-powered AI satellites to orbit, solving the tonnage to orbit.
Via
Benzinga
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The AI Imperative: Corporations Embrace Intelligent Teammates for Unprecedented Profitability and Efficiency
November 19, 2025
The corporate world is in the midst of a profound transformation, with Artificial Intelligence (AI) rapidly transitioning from an experimental technology to an indispensable strategic asset. Businesses...
Via
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Topics
Artificial Intelligence
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Nvidia's Earnings Report: A Crucible for Global Market Sentiment Amidst AI Bubble Fears
November 19, 2025
As the clock ticked towards the close of November 19, 2025, global financial markets held their breath, fixated on the impending third-quarter fiscal year 2026 earnings report from semiconductor giant...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Supply Chain
Adobe to Acquire Semrush in $1.9 Billion All-Cash Deal, Sending Semrush Shares Soaring 74%
November 19, 2025
November 19, 2025 – In a significant development set to reshape the digital marketing landscape, Adobe (Nasdaq: ADBE) today announced a definitive agreement to acquire Semrush Holdings, Inc. (NYSE:...
Via
MarketMinute
Topics
Artificial Intelligence
AI's Litmus Test: Nvidia's Earnings Poised to Determine Tech Sector's Trajectory Amidst Mounting Pressure
November 19, 2025
As of November 19, 2025, the technology sector finds itself at a critical juncture, grappling with mounting investor caution and significant market volatility. The tech-heavy Nasdaq Composite has...
Via
MarketMinute
Topics
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Earnings
Economy
Adobe Makes Bold $1.9 Billion Bet on Generative AI with Semrush Acquisition
November 19, 2025
In a significant move poised to reshape the digital marketing landscape, Adobe (NASDAQ: ADBE) has announced its definitive agreement to acquire Semrush (NYSE: SEMR), a leading brand visibility...
Via
MarketMinute
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Workday Bets Big On 'Actionable AI' With Pipedream Deal
↗
November 19, 2025
Workday (WDAY) announced agreement to acquire Pipedream, expanding AI capabilities to connect 3,000+ apps.
Via
Benzinga
Topics
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1 Cash-Heavy Stock with Solid Fundamentals and 2 We Ignore
November 19, 2025
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits,...
Via
StockStory
AI in the Ivory Tower: A Necessary Evolution or a Threat to Academic Integrity?
November 18, 2025
The integration of Artificial Intelligence (AI) into higher education has ignited a fervent debate across campuses worldwide. Far from being a fleeting trend, AI presents a fundamental paradigm shift,...
Via
TokenRing AI
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Economy
Diginex Joins EVIDENT To Help Investors See Real Sustainability Facts Behind Digital Assets
↗
November 18, 2025
Diginex (DGNX) and EVIDENT Group form strategic partnership to improve access to verified sustainability data for tokenized assets.
Via
Benzinga
Smart Money Is Betting Big In CRM Options
↗
November 18, 2025
Via
Benzinga
Salesforce Completes Acquisition of Informatica
November 18, 2025
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Why One Fund Has a $200 Million Bet on This Struggling Warehouse REIT
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November 18, 2025
One high-conviction fund just made an outsized bet on a struggling stock that now trades at half its post-IPO price from last year.
Via
The Motley Fool
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Why One Fund Is Doubling Down on Shift4’s 61% Revenue Surge With a $392 Million Bet
↗
November 18, 2025
One fund just increased its bet on a beaten-down payments giant—here’s why that matters.
Via
The Motley Fool
Topics
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Andrew Ng Says Most Productive Engineers Are 'Really On Top Of AI' — Here's Who's Falling Behind
↗
November 18, 2025
Andrew Ng warns engineers who dont adopt AI tools may fall behind. Experienced AI engineers are most productive and in high demand.
Via
Benzinga
Topics
Artificial Intelligence
Intellebox.ai Spins Out, Unifying AI for Financial Advisory’s Future
November 17, 2025
November 17, 2025 – In a significant move poised to redefine the landscape of financial advisory, Intellebox.ai has officially spun out as an independent company from Intellectus Partners, an...
Via
TokenRing AI
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Fraud
Tech Tremors Shake the Dow: Navigating Volatility in a Shifting Market
November 17, 2025
As November 2025 unfolds, global financial markets find themselves in a period of heightened volatility, with the venerable Dow Jones Industrial Average experiencing significant fluctuations driven...
Via
TokenRing AI
Topics
Artificial Intelligence
Economy
Intellectual Property
Dow Plunges Amid Economic Fears: A Closer Look at the Market's Tumultuous Week
November 17, 2025
The Dow Jones Industrial Average experienced a significant setback today, November 17, 2025, plummeting by approximately 800 points as mounting concerns over the health of the U.S. economy gripped...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
3 Out-of-Favor Stocks We Find Risky
November 17, 2025
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
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Firearms
Airbnb CEO Brian Chesky Argues That AI Is 'Mostly Going To Be A Tool,' But Warns That Without Gen Z At The Bottom, There Will Be No Leaders At The Top
↗
November 15, 2025
Via
Benzinga
Topics
Artificial Intelligence
The Green Revolution: How Sustainable and ESG Investing is Reshaping the Stock Market
November 14, 2025
November 14, 2025 - The financial world is in the midst of a profound transformation, driven by the surging tide of sustainable and ESG (Environmental, Social, and Governance) investing. What was once...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Climate Change
Market Whales and Their Recent Bets on CRM Options
↗
November 14, 2025
Via
Benzinga
1 S&P 500 Stock to Own for Decades and 2 That Underwhelm
November 13, 2025
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some...
Via
StockStory
Topics
Stocks
Kashkari's Hawkish Stance Casts Shadow on Future Fed Rate Cuts, Signals Higher Bar for Easing
November 13, 2025
Minneapolis Federal Reserve President Neel Kashkari has emerged as a prominent voice of caution within the Federal Reserve, explicitly dissenting from the central bank's most recent interest rate cut...
Via
MarketMinute
Topics
Bonds
Economy
World Trade
The Smartest Dividend Stocks to Buy With $600 Right Now
↗
November 13, 2025
These five dividend payers are screaming buys, and you can invest in all five without breaking the budget.
Via
The Motley Fool
C3.ai's Reset: Why New Leadership Could Spark a Turnaround
↗
November 12, 2025
Via
MarketBeat
Appy Pie Automate Launches AI Reporting Workflows for HubSpot, Salesforce, and Zoho CRM
November 12, 2025
Via
AB Newswire
Topics
Artificial Intelligence
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