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about us
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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
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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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
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
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Why Chinese Stocks Dropped on Thursday
October 17, 2024
Tickers
GDS
LI
TCEHY
Tags
LI
TCEHY
GDS
From
Motley Fool
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
October 16, 2024
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CVNA
CZR
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Tags
EDU
F
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From
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October 16, 2024
Tickers
AIQ
AVEM
BABA
BIDU
Tags
AI Generated
AVEM
XIACY
From
Benzinga
Why Chinese Stocks PDD Holdings, Tencent, and Li Auto Fell Today
October 15, 2024
Tickers
LI
PDD
TCEHY
Tags
Recent Press Releases
PDD
Market News
From
Motley Fool
Alibaba, Nio, JD.Com And Other US-Listed China Stocks Tumble As Investors Await Clarity On Fiscal Stimulus Plan
October 15, 2024
Tickers
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BABA
JD
LI
Tags
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From
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October 15, 2024
Tickers
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BABA
BIDU
FXI
Tags
TCHI
Markets
JD
From
Benzinga
What's Going On With US Listed Chinese Stocks Alibaba, Baidu, Nio, XPeng on Monday?
October 14, 2024
Tickers
BABA
BIDU
JD
LI
Tags
Benzinga
why it's moving
PDD
From
Benzinga
US Listed Chinese Stocks Give Up Gains - Li Auto, Tesla And Nio Are Among Top 11 Large Cap Losers Last Week (Oct 7-Oct 11): Are The Others In Your Portfolio?
October 13, 2024
Tickers
AES
ALGN
BEKE
EVS
Tags
mobility
electric vehicles
EVs
From
Benzinga
Tesla Stock Dives After 'We, Robot' Event, Lucid's Q3 Deliveries Beat, GM Reworks Battery Strategy And More: Biggest EV Stories Of The Week
October 12, 2024
Tickers
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GM
GOEV
HYZN
Tags
Benzinga
LCID
KARS
From
Benzinga
Alibaba, JD.com, XPeng Soar In Hong Kong As PBOC's Fresh Stimulus To Boost Stock Market Sends Chinese Main Stock Market Gauge Up By 3%
October 10, 2024
Tickers
ASIA
BABA
BIDU
JD
Tags
MCHI
JD
Markets
From
Benzinga
10 Consumer Discretionary Stocks With Whale Alerts In Today's Session
October 09, 2024
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AMZN
BABA
FND
JD
Tags
TSLA
JD
Benzinga
From
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China Stock Rally Loses Steam As Investor Optimism Subsides: 'Not Quite Enough To Satiate Lofty Expectations'
October 09, 2024
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JD
KWEB
Tags
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JD
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October 08, 2024
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YUMC
Tags
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October 08, 2024
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Benzinga
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October 08, 2024
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ECON
Tags
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October 08, 2024
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CURV
FLX
Tags
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WB
LX
From
Benzinga
Li Auto and GDS Holdings Are Rising Today, While PDD Holdings Is Falling
October 07, 2024
Tickers
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LI
PDD
Tags
LI
GDS
Recent Press Releases
From
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What's Going On With US Listed Chinese Stocks Alibaba, JD, Nio, Li Auto XPeng on Monday?
October 07, 2024
Tickers
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BIDU
FXI
JD
Tags
KWEB
NIO
LI
From
Benzinga
US Listed Chinese Stocks Dominate Another Week - Li Auto, JD.com Among Top 10 Large Cap Gainers Last Week (Sept 30-Oct 4): Are The Others In Your Portfolio?
October 06, 2024
Tickers
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BGNE
FANG
FUTU
Tags
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Emerging Markets
why it's moving
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Benzinga
Tesla Robotaxi Buzz Soars Ahead Of Thursday Event, Rivian Seeks DOE Loan For Georgia Plant, Nikola Thumps Estimates And More: Biggest EV Stories Of The Week
October 05, 2024
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F
GM
HYZN
Tags
Analyst Color
LCID
KARS
From
Benzinga
Chinese EV Stocks Li Auto, BYD, Nio To Benefit From Rebound: Analyst
October 04, 2024
Tickers
ASIA
BYDDF
EVS
LI
Tags
Downgrades
Benzinga
LI
From
Benzinga
Chinese EV and Solar Stocks Soared This Week
October 04, 2024
Tickers
DQ
LI
ZK
Tags
Market News
Recent Press Releases
ZK
From
Motley Fool
What's Going On With Chinese Stocks Alibaba, JD, Nio, Li Auto XPeng on Friday?
October 04, 2024
Tickers
BABA
BIDU
JD
LI
Tags
XPEV
Media
Market News
From
Benzinga
This Li Auto Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
October 04, 2024
Tickers
BHP
CB
DIN
GEV
Tags
Benzinga
Downgrades
DIN
From
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Domino's Pizza To Rally Over 38%? Here Are 10 Top Analyst Forecasts For Friday
October 04, 2024
Tickers
ACM
ADC
CVS
DPZ
Tags
DPZ
Pre/Market Outlook
ADC
From
Benzinga
10 Consumer Discretionary Stocks Whale Activity In Today's Session
October 03, 2024
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AMZN
BABA
CZR
GM
Tags
TSLA
GM
ULTA
From
Benzinga
China Stocks Are Cooling Off Thursday: What's Going On?
October 03, 2024
Tickers
BABA
BIDU
JD
LI
Tags
BABA
why it's moving
Benzinga
From
Benzinga
Alibaba and JD.com Battle for Hong Kong Shoppers, Stocks Slide After Stimulus Rally
October 03, 2024
Tickers
BABA
BIDU
JD
LI
Tags
News
Top Stories
Stock Battles
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Why Chinese Stocks Continued to Zoom Higher on Wednesday
October 02, 2024
Tickers
BEKE
LI
TME
Tags
LI
BEKE
Market News
From
Motley Fool
September Brings New Records For Chinese EV Makers
October 02, 2024
Tickers
BYDDY
EVS
LI
NIO
Tags
General
EVs
contributors
From
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