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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
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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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Will the stock market drop 20% or 48% from the peak? Here’s the key factor, says this strategist.
May 19, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NIO
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AMC
From
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May 19, 2022
Tickers
COMP
DJIA
JETS
SPX
Tags
ES00
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From
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May 18, 2022
Tickers
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CSCO
DJIA
LOW
Tags
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Here’s what just happened that triggers stock market drops 71% of the time, warns Credit Suisse
May 17, 2022
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AAPL
AMC
AMZN
BABA
Tags
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BX:TMUBMUSD02Y
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From
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Dow futures up nearly 500 points ahead of retail sales and comments from Fed’s Powell
May 17, 2022
Tickers
BABA
COMP
DJIA
HD
Tags
ES00
DJIA
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From
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Gloomy Goldman offers 20 ‘safety’ stocks with valuations below the previous 2 bear markets
May 16, 2022
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AMC
AMZN
BBIG
Tags
AMC
NIO
BTCUSD
From
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U.S. stock futures wobble as weak China data fuels more global recession worries
May 16, 2022
Tickers
COMP
DE
DJIA
HD
Tags
TGT
W00
WMT
From
MarketWatch
Don’t just fear the market lows. After a hard drop, stocks are ‘ripe to come back,’ says this money manager
May 13, 2022
Tickers
AAPL
AFRM
AMC
AMZN
Tags
AMZN
BX:TMUBMUSD10Y
AMC
From
MarketWatch
U.S. stocks futures swing higher as S&P 500 fights off bear market territory
May 13, 2022
Tickers
COMP
DJIA
SPX
Tags
ES00
DJIA
YM00
From
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This global portfolio from Citi has been built to withstand another big rout in equities
May 12, 2022
Tickers
AAPL
ACWI
AMC
AMZN
Tags
DIS
BX:TMUBMUSD02Y
APP
From
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U.S. stock futures slump further on inflation fears
May 12, 2022
Tickers
COMP
DIS
DJIA
SPX
Tags
DIS
YM00
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From
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Bitcoin struggles to hold onto $27,000 in a further tumble as UST stablecoin collapse continues to reverberate
May 12, 2022
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BITCOMP
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USD-BITSTAMP
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Oil prices rebound strongly as falling China COVID cases drive demand hopes
May 11, 2022
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Morgan Stanley’s done better than most forecasting markets during this turbulent year. Here’s what it says is coming next.
May 11, 2022
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AMZN
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U.S. stock futures climb as ‘make or break’ CPI swings into focus
May 11, 2022
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COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
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Here’s a list of 50 companies that are well-armed to beat back inflation
May 10, 2022
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U.S. stock futures climb after three days of heavy selling
May 10, 2022
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Tags
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Fed survey finds new fear on Wall Street: Foreign divestment of U.S. assets
May 09, 2022
Tags
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From
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‘Drive down the middle of the road.’ How this fund manager advises investors navigate a tough investing climate right now.
May 09, 2022
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COST
FB
Tags
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After a wild week on Wall Street, stock futures slump Sunday
May 08, 2022
Tickers
COMP
DJIA
SPX
Tags
YM00
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SPX
From
MarketWatch
Gold inches higher as investors wait for U.S. employment data
May 06, 2022
Tags
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From
MarketWatch
Who’s to blame for Thursday’s selloff? The Fed, and you, says this analyst
May 06, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
DJIA
ES00
AMD
From
MarketWatch
Stock futures struggle for traction after dramatic day of selling, as nonfarm payrolls data looms
May 06, 2022
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
DJIA
From
MarketWatch
This trader predicted the bond meltdown, tech selloff and oil’s surge. Here’s what she says is coming next.
May 05, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
COP
CAH
SHAK
From
MarketWatch
U.S. stock futures slip, suggesting relief rally already out of steam
May 05, 2022
Tickers
COMP
DJIA
K
SHAK
Tags
ES00
DJIA
SHAK
From
MarketWatch
It’s Fed day. If markets are going to gyrate, here’s the question that will get things stirring.
May 04, 2022
Tickers
ABNB
AMC
AMD
AMZN
Tags
TWLO
ES00
EBAY
From
MarketWatch
U.S. stock futures rise as market awaits what could be the biggest Fed rate hike since 2000
May 04, 2022
Tickers
COMP
CVS
DJIA
EBAY
Tags
DJIA
EBAY
ES00
From
MarketWatch
Stocks may keep sliding until institutions join retail investors in capitulation, this firm says
May 03, 2022
Tickers
AAPL
AMC
AMD
AMZN
Tags
TSLA
PFE
XX:SXXP
From
MarketWatch
U.S. stock futures steady on eve of half-point Fed hike
May 03, 2022
Tickers
AMD
BIIB
COMP
DJIA
Tags
NQ00
JAGG
SPX
From
MarketWatch
Storied VC says investors are unlearning the lessons of the last bull market. Jeff Bezos says you should listen.
May 02, 2022
Tickers
AAPL
AMC
AMZN
ATER
Tags
OXY
CVX
FB
From
MarketWatch
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