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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
Job Opportunities
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV 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
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
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Amazon, Activision, GE, Costco. Cash is now king and these companies have plenty, says Jefferies
June 01, 2023
Tickers
AAPL
ABNB
AEE
AI
Tags
MKC
AAPL
ES
From
MarketWatch
Stock futures struggle to make headway as traders turn attention to jobs data
June 01, 2023
Tickers
AI
COMP
DJIA
SPX
Tags
AI
NQ00
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From
MarketWatch
A default wave is building, says Deutsche Bank. Here’s how bad it may get.
May 31, 2023
Tickers
AAPL
AI
AMC
BUD
Tags
TSLA
AI
GME
From
MarketWatch
U.S. stock futures slip after disappointing China data, as debit-ceiling vote looms
May 31, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
HK:HSI
YM00
XX:SP500EW
From
MarketWatch
‘Few are priced for an upcrash.’ The S&P 500 could reach 4,600 this year, thanks to pessimism, says RBC.
May 30, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
NQ00
COMP
YM00
From
MarketWatch
From McDonald’s to Morgan Stanley, UBS says these stocks are favorably positioned for AI.
May 30, 2023
Tickers
AAPL
ADBE
AMC
AMD
Tags
PLD
LEVI
ZA:DSY
From
MarketWatch
S&P 500 eyes fresh 10-month high after debt-ceiling deal
May 30, 2023
Tickers
COMP
DJIA
NDX
NVDA
Tags
NQ00
YM00
COMP
From
MarketWatch
AI bubble? Retail investors aren’t rushing in yet.
May 26, 2023
Tickers
AAPL
AI
AMC
AMD
Tags
CL/1
AMZN
NQ00
From
MarketWatch
U.S. stock futures edge lower as investors await debt-ceiling news, inflation data
May 26, 2023
Tickers
COMP
DJIA
MRVL
NVDA
Tags
NQ00
YM00
COMP
From
MarketWatch
Why Nvidia and other ‘picks and shovels’ of tech will stay solid bets, say these veteran investors
May 25, 2023
Tickers
AAPL
ADSK
AEO
AI
Tags
RRGB
NOW
NQ00
From
MarketWatch
Nvidia surge boosts Nasdaq futures while debt-ceiling debacle damps Dow
May 25, 2023
Tickers
AI
AMD
COMP
DJIA
Tags
YM00
COMP
BX:TMUBMUSD01Y
From
MarketWatch
Dow futures dip after Fitch puts U.S. credit ratings on ‘ratings watch negative’ as debt-ceiling deadline nears
May 24, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
YM00
COMP
NQ00
From
MarketWatch
The backdrop for stocks is as muddy as ever — and that’s great news, says this banking giant
May 24, 2023
Tickers
AAPL
AMC
AMZN
AVGO
Tags
GME
BX:TMBMKGB/02Y
DIS
From
MarketWatch
U.S. stock futures slip as debt-ceiling fretting lingers
May 24, 2023
Tickers
COMP
DJIA
NVDA
SPX
Tags
DJIA
NVDA
ES00
From
MarketWatch
Stay bullish on stocks, bearish on commodities as deflation clouds gather, says this quant strategy.
May 23, 2023
Tickers
A
AAPL
AMC
AMZN
Tags
SPY
ES00
C00
From
MarketWatch
Futures point to S&P 500 struggling to breach 4,200 amid debt-ceiling anxiety
May 23, 2023
Tickers
COMP
DJIA
SPX
Tags
COMP
YM00
NQ00
From
MarketWatch
Investors rushing into stocks are wandering into a bull trap, warns Morgan Stanley Mike Wilson and others
May 22, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
PACW
BUD
BBY
From
MarketWatch
Stock futures start week just shy of 2023 highs
May 22, 2023
Tickers
COMP
DJIA
MU
SPX
Tags
RUA
DJIA
SPX
From
MarketWatch
Stocks are rallying, but investors say they’re miserable. That’s a good thing.
May 19, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
YM00
FTCH
AMAT
From
MarketWatch
Suddenly booming U.S. stocks set for pause as futures inch higher
May 19, 2023
Tickers
COMP
DJIA
KWEB
SPX
Tags
KWEB
DJIA
ES00
From
MarketWatch
Debt ceiling is a buy-the-rumor but sell-the-news event, cautions this strategist
May 18, 2023
Tickers
AAPL
AI
AMAT
AMC
Tags
BX:TMUBMUSD10Y
ES00
CSCO
From
MarketWatch
U.S. stock futures extend rally on debt-ceiling hopes
May 18, 2023
Tickers
COMP
DJIA
SPX
VIX
Tags
VIX
ES00
SPX
From
MarketWatch
The Nasdaq is on the verge of exhaustion, says famed technical strategist Tom DeMark
May 17, 2023
Tickers
AAPL
AMC
AMZN
BUD
Tags
ES00
SPY
CSCO
From
MarketWatch
U.S. stock futures edge higher with debt-ceiling talks, Target results in focus
May 17, 2023
Tickers
COMP
CSCO
DJIA
SNPS
Tags
BX:TMUBMUSD10Y
TJX
SPX
From
MarketWatch
Here’s the big thing holding up the stock market, says Bank of America
May 16, 2023
Tickers
AAPL
AI
AMD
AMGN
Tags
XX:000300
BRK/B
NVDA
From
MarketWatch
U.S. stock futures stalled as debt-ceiling discussions loom
May 16, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
YM00
COMP
HD
From
MarketWatch
The ‘end of the runway’ is nearing for lofty tech and soggy banks. Get ready, says this strategist
May 15, 2023
Tickers
AAPL
AMAT
AMC
AMZN
Tags
AAPL
TGT
SPX
From
MarketWatch
U.S. stock futures rise as hopes build for debt-ceiling resolution
May 15, 2023
Tickers
COMP
DJIA
HD
SPX
Tags
WMT
DJIA
SPX
From
MarketWatch
Regional bank turmoil has actually reduced volatility and supported the market. Here’s how.
May 12, 2023
Tickers
AAPL
AMC
AMZN
BABA
Tags
VIX
MULN
NVDA
From
MarketWatch
U.S. stock futures advance after 222-point drop in the Dow
May 12, 2023
Tickers
COMP
DIS
DJIA
GOOGL
Tags
DJIA
SPX
ES00
From
MarketWatch
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