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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
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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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Sample Portfolio
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Back Dated Performance Reports
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Total Asset Value (TAV)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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S&P 500 futures steady ahead of August inflation report
September 13, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
SPX
From
MarketWatch
The economy is doing better than anyone thinks, but these troubles are in the pipeline, says Bill Ackman
September 12, 2023
Tickers
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ACB
AMC
AMZN
Tags
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From
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U.S. stock futures dip ahead of Apple event, with inflation data looming
September 12, 2023
Tickers
AAPL
COMP
DJIA
SPX
Tags
YM00
COMP
SPX
From
MarketWatch
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September 11, 2023
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AMC
AMZN
CGC
Tags
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NVDA
GME
From
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Stock-futures gain ground ahead of inflation and retail sales data later in week
September 11, 2023
Tickers
COMP
DJIA
SPX
TSLA
Tags
YM00
TSLA
SPX
From
MarketWatch
Here’s what seven decades of the yield curve says about the business cycle and the stock market, strategist says
September 08, 2023
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AMD
AMZN
DOCU
Tags
NVDA
DOCU
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U.S. stock futures lean higher after difficult week on Wall Street
September 08, 2023
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COMP
DJIA
SPX
Tags
YM00
SPX
AAPL
From
MarketWatch
Cash is still king, says Barclays. Here are six of its investment ideas.
September 07, 2023
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AI
AMC
BUD
Tags
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USDINR
TSLA
From
MarketWatch
U.S. stock futures pressured by bond yield, U.S. dollar climb
September 07, 2023
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COMP
DJIA
GME
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
Saudi Arabia as the new Switzerland? A new world order makes markets riskier, says JPMorgan strategist
September 06, 2023
Tickers
AI
AMC
AMZN
GME
Tags
BX:TMUBMUSD10Y
UAL
RUT
From
MarketWatch
Stock futures lower as worries over inflation linger
September 06, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
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From
MarketWatch
Stocks and bonds are out of balance. Here’s what could come next.
September 05, 2023
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ABNB
AI
AMC
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MarketWatch
U.S. stock futures slide as sour news on global economy hits sentiment
September 05, 2023
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DJIA
SPX
Tags
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‘Music to the Fed’s ears’ — analysts react to jobs report
September 01, 2023
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MarketWatch
Why pricey French bags are better than U.S. tech, according to this analyst.
September 01, 2023
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ADTX
AMC
AMZN
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ADTX
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MarketWatch
U.S. stock futures edge higher ahead of data that could show hiring slowdown
September 01, 2023
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AVGO
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DELL
DG
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The ‘beating heart’ of the economy may be ready to trigger a recession, says this strategist
August 31, 2023
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UBS
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U.S. stocks strive for five-day winning streak as PCE inflation data looms
August 31, 2023
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COMP
CRM
CRWD
DJIA
Tags
YM00
OKTA
COMP
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MarketWatch
What history says about stock market in September after AI-driven rally screeches to a halt in August
August 30, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
DJIA
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MarketWatch
Hedge funds have made a huge push into risky assets. Here’s what that means.
August 30, 2023
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AMBA
AMC
BOX
Tags
MULN
NVDA
SPX
From
MarketWatch
Stock-futures rally stalls as Treasury yields nudge higher ahead of ADP jobs data
August 30, 2023
Tickers
COMP
CRM
DJIA
HPQ
Tags
ES00
BX:TMUBMUSD10Y
DJIA
From
MarketWatch
After calling the S&P 500’s climb this year, this strategist says hang on, the gains aren’t over.
August 29, 2023
Tickers
AAPL
AMC
AMZN
BBY
Tags
ES00
GNS
NQ00
From
MarketWatch
Stock futures hold recent gains as easing Treasury yields underpin sentiment
August 29, 2023
Tickers
BBY
BMO
COMP
DJIA
Tags
SPX
COMP
NQ00
From
MarketWatch
The stock market is set up for a relief rally. Don’t chase the bounce, says technician.
August 28, 2023
Tickers
COMP
DJIA
SPX
Tags
DJIA
ES00
BX:TMUBMUSD10Y
From
MarketWatch
Lessons for next time after Nvidia’s stock didn’t surge, and options tanked, following blowout earnings
August 28, 2023
Tickers
AAPL
AMC
EGRNF
GME
Tags
HE
MULN
GNS
From
MarketWatch
U.S. stock futures set for modest gains as investors wait for pivotal data
August 28, 2023
Tickers
COMP
DJIA
EGRNF
SPX
Tags
DJIA
BX:TMUBMUSD10Y
ES00
From
MarketWatch
‘This is a no-rules market’. Goldman strategist explains why recent stock moves have confounded traders.
August 25, 2023
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COMP
DJIA
NVDA
SPX
Tags
COMP
NVDA
SPX
From
MarketWatch
Vanguard: Value stocks haven’t been this cheap to growth since the COVID outbreak
August 25, 2023
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AAPL
AI
AMC
AMD
Tags
ES00
AMD
WOSGF
From
MarketWatch
After 374-point tumble in the Dow, U.S. stock futures steady ahead of key Powell speech
August 25, 2023
Tickers
COMP
DJIA
SPX
Tags
BX:TMUBMUSD10Y
ES00
DJIA
From
MarketWatch
It may not be too late to buy Nvidia, but here’s a better idea, say these fund managers
August 24, 2023
Tickers
AAPL
ADSK
AMC
AMD
Tags
AMC
TSM
NIO
From
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