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Letter to Clients
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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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
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Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
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CRM
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185.43
+0.43 (+0.23%)
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Updated: 7:00 PM EST, Feb 12, 2026
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The 2026 SaaSpocalypse and the $5,000 Gold Rush: Inside the Market's Most Volatile 'Whipsaw' Week
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Dan Ives Says Salesforce, ServiceNow Sell-Off Is Overdone — ETFs With Exposure Back In Focus
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February 09, 2026
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The Great Unwinding: Inside the 'Big 2026 Sector Rotation' as AI Disrupts the Disruptors
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February 09, 2026
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Amazon’s $200 Billion AI “Shock and Awe” Campaign Overshadows Record Sales
February 09, 2026
In a move that has recalibrated the scale of the global technology arms race, Amazon.com, Inc. (NASDAQ:AMZN) stunned Wall Street this week by announcing a massive $200 billion capital expenditure...
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Earnings
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The Agentic Pivot: A Deep Dive into UiPath’s (PATH) AI Renaissance
February 09, 2026
Date: February 9, 2026 Introduction In the rapidly shifting landscape of enterprise technology, few companies have faced as profound a Crossroads as UiPath (NYSE: PATH). Once the undisputed king of...
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Finterra
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Monday.com (MNDY) Deep Dive: Navigating the 2026 Guidance Reset and the Rise of AI-Driven Work OS
February 09, 2026
Today, February 9, 2026, marks a pivotal moment for Monday.com (NASDAQ: MNDY) as the company released its fiscal 2026 revenue guidance. Once the darling of the "Work OS" and software-as-a-service...
Via
Finterra
Topics
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Initial Public Offering
Salesforce, ServiceNow Rejoin Dan Ives’ AI Watchlist After Software Sell-Off
↗
February 09, 2026
In a post on X, Ives noted that he is restoring these two stocks to his IVES AI 30 roster after having previously removed them in December.
Via
Stocktwits
Topics
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Salesforce Ties Up With MrBeast For A Million-Dollar Super Bowl Stunt, Only To Get Hit By A Glitch
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February 09, 2026
A high-profile treasure hunt drove massive engagement, but not without some embarrassing execution hiccups.
Via
Stocktwits
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3 Out-of-Favor Stocks Walking a Fine Line
February 08, 2026
The past year hasn't been kind to the stocks featured in this article. Each has tumbled to their lowest points in 12 months, leaving investors to decide whether they're witnessing fire sales or falling...
Via
StockStory
There's a Rout in Tech Stocks. What's Going On?
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February 07, 2026
Investor concerns about the impact of AI are growing.
Via
The Motley Fool
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Artificial Intelligence
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Salesforce Stock Hits New 52-Week Lows: Could MrBeast Save Things With Super Bowl Commercial?
↗
February 07, 2026
Could a Super Bowl commercial help rescue the falling Salesforce stock price? What if its an idea from leading content creator MrBeast?
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Benzinga
Should You Buy Salesforce Stock Before Feb. 25?
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February 06, 2026
Salesforce is set to release its fiscal fourth quarter earnings on Feb. 25.
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The Motley Fool
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Here's How Much $100 Invested In Salesforce 20 Years Ago Would Be Worth Today
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February 06, 2026
Via
Benzinga
The Battle for the AI Soul: Anthropic’s Super Bowl Stand Against the Ad-Supported Future
February 06, 2026
As the tech world prepares for Super Bowl LX, the most expensive advertising real estate in history has become the stage for a fundamental ideological war. Anthropic, the San Francisco-based AI safety...
Via
TokenRing AI
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The Era of the Digital Humanoid: How OpenAI’s ‘Operator’ is Killing the Chatbot and Birthing the Resolution Economy
February 06, 2026
The era of the conversational chatbot, defined by the "type-and-wait" loop that captivated the world in late 2022, is officially coming to a close. Replacing it is a new paradigm of autonomous...
Via
TokenRing AI
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OpenAI Launches ‘Frontier’: The Dawn of the Autonomous AI Co-Worker in the Fortune 500
February 06, 2026
On February 5, 2026, OpenAI fundamentally redefined the landscape of corporate productivity with the launch of OpenAI Frontier. Moving beyond the paradigm of simple chat interfaces and creative...
Via
TokenRing AI
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The Great Rebalancing: Why the 'Old Economy' is Outpacing Big Tech in 2026
February 06, 2026
As of February 6, 2026, the dominant narrative on Wall Street has shifted from the virtual to the tangible. After years of dominance by Silicon Valley’s software giants, a powerful "Great Rotation" is...
Via
MarketMinute
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The Great Software De-rating: AI Fears Trigger Sharpest Valuation Collapse Since 2002
February 06, 2026
The enterprise software sector is currently weathering its most severe valuation crisis in over two decades, as investors aggressively reappraise the future of software-as-a-service (SaaS) in an era...
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3 Cheap Tech Stocks to Buy Right Now
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February 06, 2026
There are still cheap tech stocks to be found in this market.
Via
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Anthropic’s ‘Claude Cowork’ Release Triggers $285 Billion ‘SaaSpocalypse’: A Brutal Wake-Up Call for Legacy Tech and Finance
February 06, 2026
The financial world was sent into a tailspin this week as a massive market rout wiped out approximately $285 billion in market capitalization across the software, financial services, and asset...
Via
MarketMinute
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The SaaSpocalypse: Nasdaq Hits Year Lows as Anthropic’s ‘Claude Cowork’ Dismantles the Software Moat
February 06, 2026
The technology sector is currently enduring its most violent repricing since the 2022 interest rate shocks, as a wave of selling has sent the Nasdaq 100 (NASDAQ:QQQ) to levels not seen since...
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MarketMinute
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Initial Public Offering
The Great AI Land Grab: Why Tech Giants are Paying Billions for Talent While Deal Volumes Sink
February 06, 2026
As of February 6, 2026, the technology sector is witnessing a paradoxical shift in the mergers and acquisitions (M&A) landscape. While the sheer number of transactions has hit an eight-year plateau,...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Dan Ives Says Software Selloff Is Worst He's Seen In 25 Years As Microsoft, Salesforce Face Brutal AI Reckoning
↗
February 05, 2026
Wedbush analyst Dan Ives said Wall Street's historic selloff in software stocks like Salesforce, ServiceNow and Microsoft reflects extreme AI-driven pessimism that overstates the threat to their...
Via
Benzinga
Topics
Artificial Intelligence
Why Salesforce (CRM) Stock Is Down Today
February 05, 2026
Shares of CRM software giant Salesforce (NYSE:CRM) fell 4.8% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and...
Via
StockStory
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The Great Unshackling: How OpenAI Operator Is Defining the Browser Agent Era
February 05, 2026
Since the debut of ChatGPT in late 2022, the world has been captivated by AI that can talk. But as of February 2026, the conversation has fundamentally shifted. We are no longer in the "Chatbot Era";...
Via
TokenRing AI
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Credit Cards
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The ‘SaaSpocalypse’: Anthropic’s ‘Claude Cowork’ Triggers Massive Sell-Off in Professional Services Stocks
February 05, 2026
The professional services industry is reeling this week as Anthropic, backed by tech giants like Amazon.com Inc. (NASDAQ: AMZN) and Alphabet Inc. (NASDAQ: GOOGL), launched its long-anticipated "Claude...
Via
TokenRing AI
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The Semantic Shift: OpenAI Launches ‘Frontier’ Orchestration Layer to Replace the Corporate Middleware
February 05, 2026
SAN FRANCISCO — February 5, 2026 — In a move that industry analysts are calling the "extinction event" for traditional enterprise software, OpenAI has officially launched OpenAI Frontier. Positioned as...
Via
TokenRing AI
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The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'
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The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of...
Via
MarketMinute
Topics
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Electric Vehicles
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