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Brochure Supplement Dominick Savo
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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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Client Information
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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
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Financial Planning
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Implementation
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Termination
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Client's Responsibilities
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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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iShares iBonds Dec 2021 Term Treasury ETF
(NY:
IBTA
)
21.44
+0.97 (+4.74%)
Official Closing Price
Updated: 7:00 PM EST, Feb 13, 2026
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IBTA ALERT: Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 12, 2025
NEW YORK - March 12, 2025 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Ibotta, Inc. (“Ibotta” or the “Company”) (NYSE: IBTA).
Via
TheNewswire.com
Ibotta Announces a $100 Million Increase to Its Share Repurchase Program
March 12, 2025
From
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Via
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IBOTTA Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
March 11, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
IBOTTA Investors Are Encouraged to Contact Kaplan Fox & Kilsheimer LLP Regarding Potential Securities Law Violations
March 11, 2025
NEW YORK - March 11, 2025 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Ibotta, Inc. (“Ibotta” or the “Company”) (NYSE: IBTA).
Via
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Earnings Scheduled For February 26, 2025
↗
February 26, 2025
Via
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Ibotta Analysts Slash Their Forecasts After Q3 Earnings Results
↗
November 14, 2024
Via
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Earnings Scheduled For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Rosen Law Firm Encourages Ibotta, Inc. Investors to Inquire About Securities Class Action Investigation – IBTA
March 10, 2025
From
The Rosen Law Firm, P.A.
Via
Business Wire
IBOTTA Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
March 10, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
IBOTTA Is Being Investigated for Potential Securities Law Violations - Contact Kaplan Fox & Kilsheimer LLP
March 10, 2025
NEW YORK - March 10, 2025 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Ibotta, Inc. (“Ibotta” or the “Company”) (NYSE: IBTA).
Via
TheNewswire.com
Cathie Wood-Led Ark Invest Roblox, Roku, UiPath As Markets Take A Dip
↗
March 08, 2025
Ark Invest made significant trades on Friday, selling shares of RBLX, ROKU, PATH and buying shares of IBTA, PSNL, ABSI, and RXRX.
Via
Benzinga
Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Ibotta, Inc. (IBTA)
March 08, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Kaplan Fox & Kilsheimer LLP is Investigating Potential Securities Law Violations Against Ibotta, Inc. (IBTA)
March 08, 2025
NEW YORK - March 8, 2025 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Ibotta, Inc. (“Ibotta” or the “Company”) (NYSE: IBTA).
Via
TheNewswire.com
Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 07, 2025
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Kaplan Fox & Kilsheimer LLP is Investigating Ibotta, Inc. (IBTA) for Potential Securities Law Violations
March 07, 2025
NEW YORK - March 7, 2025 (NEWMEDIAWIRE) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against Ibotta, Inc. (“Ibotta” or the “Company”) (NYSE: IBTA).
Via
TheNewswire.com
Securities Fraud Investigation Into Ibotta, Inc. (IBTA) Announced – Investors Who Lost Money Urged to Contact Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm
February 28, 2025
From
Glancy Prongay & Murray LLP
Via
Business Wire
Ibotta, Inc. (IBTA) Investors Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud Investigation
February 28, 2025
From
Law Offices of Howard G. Smith
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Business Wire
Securities Fraud Investigation Into Ibotta, Inc. (IBTA) Announced – Investors Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz
February 28, 2025
From
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Via
Business Wire
Ibotta Reports Fourth Quarter and Full Year 2024 Financial Results
February 26, 2025
From
Ibotta, Inc.
Via
Business Wire
Ibotta CEO to Present at The Citizens JMP Technology Conference
February 25, 2025
From
Ibotta
Via
Business Wire
Cathie Wood's Ark Invest Loads Up On Iridium, Twist Bioscience, Offloads Roku: Here Are Key Ark Trades This Friday
↗
February 15, 2025
Cathie Wood-led Ark Invest made trades involving IRDM, TWST, PD, BEAM, ROKU, and IBTA.
Via
Benzinga
Ibotta To Announce Fourth Quarter 2024 Financial Results on February 26, 2025
February 03, 2025
From
Ibotta
Via
Business Wire
Cathie Wood's Ark Invest Is Betting Big On This AI Darling And No It's Not Nvidia
↗
January 18, 2025
Ark Invest made significant trades involving Tempus AI, CRISPR Therapeutics, UiPath, Roblox, Reddit, Accolade, and Ibotta. ARKG and ARKK funds bought shares, while ARKW and ARKF funds sold shares.
Via
Benzinga
Topics
Artificial Intelligence
DoorDash and Ibotta Partner to Help Consumers Save on Everyday Purchases
January 07, 2025
From
Ibotta
Via
Business Wire
Ibotta Appoints Chris Riedy as new Chief Revenue Officer
December 23, 2024
From
Ibotta, Inc.
Via
Business Wire
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
↗
November 26, 2024
The aggressive growth fund investor had no problem finding investments to buy on Monday.
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Ibotta to Participate in Upcoming Investor Conferences
November 25, 2024
From
Ibotta
Via
GlobeNewswire
Advance Auto Parts Posts Weak Results, Joins Harrow, Taysha Gene Therapies And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
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November 14, 2024
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Why DLocal Shares Are Trading Higher By Around 18%; Here Are 20 Stocks Moving Premarket
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November 14, 2024
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Benzinga
Ibotta Reports Third Quarter 2024 Financial Results
November 13, 2024
From
Ibotta
Via
GlobeNewswire
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