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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
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
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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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Sample Portfolio
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Back Dated Performance Reports
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TAV Program
Services, Fees and Compensation
Client Information
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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The previously invincible U.S. dollar is sliding versus the Chinese yuan and Japanese yen. What gives?
November 21, 2023
Tickers
DJIA
SPX
Tags
SPX
USDCNY
DXY
From
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A dip-buying year awaits investors in 2024 as S&P 500 finds ‘true bottom,’ says this Wall Street bank.
November 21, 2023
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ADSK
AMC
AMZN
Tags
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From
MarketWatch
The stock market has rallied 63 times after a correction. Why this time is different, says Deutsche Bank.
November 20, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
PLTR
BMY
AMC
From
MarketWatch
Oil prices recover but still on track to see biggest 2-week drop since March
November 17, 2023
Tags
UK:BRNF24
UK:BRN00
RBZ23
From
MarketWatch
Bad news is good news for stocks right now — but not for long, says this strategist
November 17, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
AMC
GME
GC00
From
MarketWatch
The firm that’s been saying cash is king says now is the time to switch to stocks
November 16, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
TSLA
GC00
GME
From
MarketWatch
Hedge-fund manager who called last year’s tech crash bets on Florida, oil drillers and this commodity
November 15, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
NVDA
DO
PLTR
From
MarketWatch
Gold futures eye highest finish in a week after U.S. inflation data
November 14, 2023
Tags
BX:TMUBMUSD10Y
DXY
GCZ23
From
MarketWatch
Higher interest rates are fueling inflation and taxing America’s innovation and growth
November 14, 2023
Tags
BX:TMUBMUSD10Y
DX00
DXY
From
MarketWatch
Stocks may struggle until Thanksgiving as bond yields bounce. And one sector in particular is a turkey.
November 10, 2023
Tickers
AAPL
AMC
AMZN
DEO
Tags
GME
TSLA
GC00
From
MarketWatch
A flying taxi company and other stock bets that will work even in a tough market ahead, says this hedge-fund manager
November 09, 2023
Tickers
AAPL
AMC
AMZN
ARM
Tags
ENV
MCW
BX:TMUBMUSD10Y
From
MarketWatch
The U.S. dollar has peaked — now it gets ‘messy’: SocGen
November 08, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
DXY
SPX
From
MarketWatch
Just turned 50? Here’s where Howard Marks suggests investing for the next 10 years.
November 08, 2023
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AAPL
AMC
AMZN
BIIB
Tags
MGM
AMZN
CL/1
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A wall of debt rolling over: Here’s what’s scaring Bridgewater’s co-CIO
November 07, 2023
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AAPL
AKAM
AMC
AMZN
Tags
UBS
OXY
DHI
From
MarketWatch
Are investors walking into a monster bull trap? Watch for these signals, says portfolio manager.
November 03, 2023
Tickers
AAPL
AMC
AMZN
BILL
Tags
PDD
BX:TMUBMUSD10Y
BX:TMUBMUSD02Y
From
MarketWatch
Why the Fed’s decision to hold rates steady could lift gold back above $2,000
November 02, 2023
Tickers
BAR
Tags
DXY
GCZ23
GC00
From
MarketWatch
Stock, bond markets jump on a Fed-is-done trade that may be too early to call
November 02, 2023
Tickers
COMP
DJIA
SPX
Tags
DXY
SPX
DJIA
From
MarketWatch
Don’t worry about an AI bubble. It hasn’t been the key driver for tech, says Deutsche Bank
November 02, 2023
Tickers
AAPL
AMC
AMD
AMZN
Tags
AMC
ROKU
GC00
From
MarketWatch
Emerging markets — unlike the U.S. — are manging debt well and seeing results
November 01, 2023
Tags
DXY
From
MarketWatch
International equities are beating U.S. stocks in ‘rare’ outperformance. Should you lighten up on non-U.S. equities?
October 31, 2023
Tickers
AAPL
ACWX
AMZN
COMP
Tags
AAPL
DXY
RUT
From
MarketWatch
High-yielding stocks have been the worst bet this year. Here’s one way to improve that.
October 27, 2023
Tickers
AAPL
AMC
AMZN
BXP
Tags
TFC
INTC
IBM
From
MarketWatch
These two commentators who have been warning of a market crash say it’s now here
October 26, 2023
Tickers
AAPL
ALGN
AMC
AMZN
Tags
BSX
AAPL
HON
From
MarketWatch
Futures point to Nasdaq sliding further into correction territory as Meta shares retreat
October 26, 2023
Tickers
AMZN
CMG
COMP
DJIA
Tags
YM00
MRK
GOOG
From
MarketWatch
Stanley Druckenmiller said central banks, not earnings, move markets. Today is the day to pay attention.
October 19, 2023
Tickers
AAL
AAPL
AMC
AMZN
Tags
AMC
FITB
DIS
From
MarketWatch
Procter & Gamble’s earnings include a familiar refrain. The strong dollar is creating big headwinds.
October 18, 2023
Tickers
PG
Tags
DXY
PG
From
MarketWatch
From bonds to transports, the message is clear, says technical strategist: ‘The high for equities is not in.’
October 18, 2023
Tickers
AAPL
ADBE
AMC
AMZN
Tags
GME
PANW
XLU
From
MarketWatch
Invest in millennials and these ‘one-in-a-lifetime opportunity’ stocks, says this fund manager
October 17, 2023
Tickers
AAPL
AMC
AMZN
AXP
Tags
NIO
NFLX
AAPL
From
MarketWatch
Israel-Hamas war sends shekel to 8-year low on fears of economic blowback
October 16, 2023
Tickers
EIS
Tags
USDILS
EIS
DXY
From
MarketWatch
Long U.S. dollar now seen as the most crowded trade, but bodes ill for the greenback
October 13, 2023
Tags
DXY
From
MarketWatch
Tech stocks like Amazon and CrowdStrike will rip higher this earnings season, says Wedbush’s Ives. Here’s why.
October 13, 2023
Tickers
AAPL
ACI
AMC
AMZN
Tags
BX:TMUBMUSD10Y
DXY
ES00
From
MarketWatch
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