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home
about us
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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
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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
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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Clearwater Analytics Holdings, Inc. Class A Common Stock
(NY:
CWAN
)
22.13
+0.43 (+1.98%)
Official Closing Price
Updated: 4:00 PM EST, Nov 25, 2025
Add to My Watchlist
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Shares of Clearwater Analytics Holdings jumped 19.43% in trading after the bell on Friday — read more to know why.
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Investment Manager Sells Majority of Automotive Services Stock, According to Latest Filing
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Why Clearwater Analytics Was Quite a Winner on Wednesday
↗
November 12, 2025
The financial software specialist apparently has a "for sale" sign hanging on its door.
Via
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CWAN Report: Insurance Industry’s $2.7 Trillion Shift to Alternative Investments Creates Technology Gap
November 12, 2025
From
Clearwater Analytics
Via
Business Wire
Why Did Clearwater Analytics Stock Gain On Wednesday?
↗
November 12, 2025
Clearwater Analytics is exploring a potential sale after receiving takeover interest, as per a Bloomberg report.
Via
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CWAN Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets
November 05, 2025
From
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Via
Business Wire
CWAN Announces Third Quarter 2025 Financial Results
November 05, 2025
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
This Fund Just Sold $11.5 Million in Clearwater Analytics — Here's What the Move Signals for Software Stocks
↗
November 02, 2025
This Fund Just Sold $11.5 Million in Clearwater Analytics — Here's What the Move Signals for Software Stocks
Via
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CWAN and J.P. Morgan Asset Management Launch Automated Cash Management Solution for Hedge Funds
October 23, 2025
From
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Business Wire
CWAN to Participate in Upcoming Investor Conferences in Fourth Quarter 2025
October 22, 2025
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
CWAN to Announce Third Quarter 2025 Financial Results on November 5, 2025
October 22, 2025
From
Clearwater Analytics Holdings, Inc.
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Business Wire
Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations
October 06, 2025
From
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CWAN Enhances Alternative Assets Solution to Tackle $2.5 Trillion Private Credit Market
September 17, 2025
From
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Via
Business Wire
CWAN Honors Investment Management Leaders with 2025 Excellence Awards
September 17, 2025
From
Clearwater Analytics
Via
Business Wire
CWAN and U.S. Bank Launch Compliance Solution for Government Clients
September 16, 2025
From
Clearwater Analytics
Via
Business Wire
Agile Investment Management Selects CWAN for Integrated Risk and Performance Analytics
September 15, 2025
From
Clearwater Analytics
Via
Business Wire
CWAN Announces $100 Million Share Repurchase Program
September 03, 2025
From
Clearwater Analytics
Via
Business Wire
Clearwater Analytics (NYSE:CWAN) Combines Strong Fundamentals with Bullish Technical Setup
↗
September 03, 2025
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Via
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CWAN to Host Investor Day on September 3, 2025
September 02, 2025
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
Clearwater Analytics Gains As Investors Eye Growth Beyond Acquisition Jitters
↗
August 12, 2025
CWAN shares rose on Tuesday despite acquisition concerns. Analyst upgraded stock to Buy with price forecast of $27, citing catalysts for growth.
Via
Benzinga
Clearwater (CWAN) Q2 Revenue Soars 70%
↗
August 07, 2025
Via
The Motley Fool
Clearwater Analytics Announces Second Quarter 2025 Financial Results
August 06, 2025
From
Clearwater Analytics Holdings, Inc.
Via
Business Wire
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