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Brochure Supplement Dominick Savo
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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)
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
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
Sample Portfolio
Back Dated Performance Reports
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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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iShares Russell 2000 ETF
(NY:
IWM
)
246.57
-1.46 (-0.59%)
Streaming Delayed Price
Updated: 2:58 PM EST, Dec 31, 2025
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Market Monitor Trends and Breadth August 6 BMO - Market Breadth Cools Slightly After Strong Start to the Week
↗
August 06, 2025
After a powerful rally on Monday, August 4, market breadth moderated slightly on Tuesday, August 5. While short-term participation dipped, there was no major deterioration in medium- or long-term...
Via
Chartmill
Dow, S&P 500 Futures Climb Ahead Of McDonald’s, Disney Earnings — Strategist Says Tariff Effect Biggest Risk As Market Enters Seasonally Weak Period
↗
August 06, 2025
A strategist said he favors growth over value, large caps over small caps, and the communication services and financials sectors as the market navigates through tariff headwinds.
Via
Stocktwits
Topics
ETFs
Economy
Stocks
Small Cap Stocks See Record Outflows: $80 Billion Pulled In Historic 2025 Rout As Analyst Says — 'Hard To Keep Up With The Big Boys'
↗
August 05, 2025
Investors have pulled out a record $80 billion from small-cap stocks so far in 2025, setting the stage for what could be the largest annual outflow in the history of this segment.
Via
Benzinga
3 Reasons the Market Can Rally, 2 Ways to Diversify If It Doesn't
↗
August 05, 2025
The S&P 500 may have enough momentum to keep breaking out into new highs, or so do these three main components suggest now.
Via
MarketBeat
Topics
Bonds
ETFs
Stocks
Dow Jones, Nasdaq Futures Rise On Palantir Boost, Rate Cut Hopes — Trump Promises 'Many More Days Like This' In Stock Market
↗
August 05, 2025
Via
Stocktwits
Topics
Government
Stocks
D-Wave Quantum’s Meteoric Rise Brings Analysts And Retail Traders On The Same Page: Here’s The Monday Morning Update
↗
August 04, 2025
Via
Stocktwits
Stocks Drop As Trump Tariffs Fuel Inflation, Palantir Hits $400 Billion Value: What's Moving Market Tuesday?
↗
August 05, 2025
Stocks slipped Tuesday as fresh economic data reignited stagflation fears on Wall Street, overshadowing a blowout quarter from Palantir Technologies Inc.
Via
Benzinga
Topics
Economy
Government
Market Monitor Trends and Breadth August 5 BMO - Broad-Based Bounce: Market Breadth Turns Sharply Positive to Start August
↗
August 05, 2025
After a week of deteriorating breadth, August 4, 2025, delivered a decisive reversal as over 80% of stocks advanced, with strong participation across key moving averages.
Via
Chartmill
Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.
Via
Benzinga
Topics
Economy
Carvana's Strong Q2 Print Reignites Retail Trader Concerns Over Inflated Numbers
↗
July 30, 2025
Via
Stocktwits
This Sports Streaming Stock Surged 18% Today: Find Out What’s Happening
↗
July 30, 2025
Via
Stocktwits
Nasdaq Futures Rise As Alphabet Earnings Offset Tesla Disappointment, But Wall Street Poised For Mixed Open
↗
July 24, 2025
Via
Stocktwits
Wall Street Rebounds Ahead Of Palantir Earnings: What's Moving Markets Monday?
↗
August 04, 2025
U.S. stocks bounced back sharply Monday, recovering from Friday's sell-off triggered by renewed concerns over a weakening labor market.
Via
Benzinga
Markets Are Betting On Fed Rate Cuts - These Sectors Could Win Big
↗
August 04, 2025
Markets now see an 86% chance of a Fed rate cut in September. Here's how tech, real estate, and small caps may respond.
Via
Benzinga
Topics
Economy
S&P 500, Nasdaq Futures Point To Stronger Open After Friday’s Jobs Data Shock: Traders Eye Tariff Updates, Palantir Earnings
↗
August 03, 2025
President Donald Trump’s tariffs continue to remain an overhang, with the market eyeing the Aug. 7 timeline when the revised tariff rates announced last week would take effect.
Via
Stocktwits
Topics
ETFs
Economy
Government
From AI To Emerging Markets: How 6 Pros Would Allocate $10K In Today's Market
↗
August 03, 2025
Via
Benzinga
Topics
Artificial Intelligence
Stocks Sell Off, Gold Rallies On Tariff Turmoil, Weak Jobs Data: What's Moving Markets Friday?
↗
August 01, 2025
It's a rough start to the new month for Wall Street, as major U.S. stock indices plunged by midday Friday, setting the stage for a negative weekly close.
Via
Benzinga
Nasdaq, S&P 500 Futures Slip Ahead Of July Jobs Data — Trump Tariffs, Mixed Big Tech Earnings Dent Sentiment
↗
August 01, 2025
On Thursday, stocks succumbed to concerns about tariffs and macroeconomic worries, which offset the optimism generated by solid quarterly results from Meta and Microsoft.
Via
Stocktwits
Topics
ETFs
Economy
Government
Applied Digital Stock Soars 30% On Thursday, And There’s A CoreWeave Angle To It
↗
July 31, 2025
Applied Digital’s Q4 revenue jumped 41% year-on-year to $38 million, beating the analysts’ consensus estimate of $37.12 million, as per Fiscal AI data.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Nasdaq Futures Spike As Meta, Microsoft Earnings Outweigh Hawkish Fed — Strategist Warns Of Potential ‘Summer Swoon’
↗
July 30, 2025
On Wednesday, the major averages closed on a mixed note, as traders were left unimpressed by the Fed's decision and Chair Powell’s comments at the press conference that followed the meeting.
Via
Stocktwits
Topics
ETFs
Economy
Government
Powell Puts Breaks On September Rate Cut—And Trump Triggers A Metal Market Crash
↗
July 30, 2025
Federal Reserve Chair Jerome Powell held firm on monetary policy, calling the central bank's current stance “modestly restrictive” and reiterating that no decision has been made about a rate cut in...
Via
Benzinga
Topics
Economy
Government
US Stock Futures Hold Up As Traders Await Meta, Microsoft Earnings — Economists Discount Dovish Fed Ahead Of Rate Decision
↗
July 30, 2025
Investors may also keep an eye on any developments on the trade news front as President Donald Trump’s Aug. 1 tariff deadline draws closer.
Via
Stocktwits
Topics
ETFs
Economy
Government
AMD Rises To 1-Year Highs, Crude Eyes $68: What's Moving Markets Tuesday?
↗
July 29, 2025
Risk appetite took a breather Tuesday, with major U.S. stock indices retreating modestly from record highs as investors braced for a pivotal stretch of earnings and macro events.
Via
Benzinga
S&P 500, Nasdaq Futures Tick Up As Traders Eye Tech Earnings, China Tariff Extension: Why This Analyst Sees A Bright 12-Month Outlook
↗
July 28, 2025
In the upcoming session, the spotlight is likely to be on the Federal Open Market Committee meeting that gets underway, the results of the Job Openings And Labor Turnover Survey, and the Conference...
Via
Stocktwits
Topics
ETFs
Economy
Government
Oil, Energy Stocks Rise, Dollar Rallies On US-EU Trade Deal: What's Moving Markets Monday?
↗
July 28, 2025
Wall Street opened the week slightly higher, led by gains in energy stocks, while the U.S. dollar posted its strongest performance in over two months, as markets reacted to the U.S.-EU trade deal...
Via
Benzinga
S&P 500, Nasdaq Futures Rise As Trump Clinches 'Biggest Trade Deal Ever' With EU: Traders Eye Fed Meet, Big Tech Earnings
↗
July 27, 2025
The week’s economic news flow is headlined by key catalysts, including the Federal Reserve rate-setting meeting, July non-farm payrolls report, and the June personal income and spending report.
Via
Stocktwits
Topics
ETFs
Economy
Government
US Stocks Hit New Highs As Magnificent Seven Reach $19 Trillion: What's Moving Markets Friday?
↗
July 25, 2025
Wall Street looked set to close the week on a high note, with large-cap benchmarks pushing higher in Friday's midday trading as optimism over corporate earnings and progress on global trade talks...
Via
Benzinga
Small Caps, Big Comeback? ETFs Betting On America's Underdogs As Tax Tweaks And Technicals Align
↗
July 25, 2025
Small-cap stocks might finally be ready to shine in 2025, thanks to policy shifts and bullish signals. ETFs like IWM, DEEP, and QQQS offer exposure to this overlooked asset class.
Via
Benzinga
Topics
ETFs
Market Monitor Trends and Breadth July 25 BMO
↗
July 25, 2025
While the medium- and long-term outlook is still constructive, short-term breadth is choppy and has lost its bullish momentum.
Via
Chartmill
Mixed Earnings Won’t Stop S&P 500 Juggernaut: Stock Futures Rise, Strategist Sees Broader Rally With Easing Concentration Risk
↗
July 25, 2025
On Thursday, the major averages closed on a mixed note, with a fall in weekly jobless claims and some positive earnings reports helping the S&P 500 Index and the Nasdaq Composite to hit fresh highs.
Via
Stocktwits
Topics
ETFs
Stocks
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