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Brochure Supplement Frank Parks
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)
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Sample Portfolio
Back Dated Performance Reports
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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
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Salesforce
(NY:
CRM
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180.88
-2.15 (-1.17%)
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Updated: 1:20 PM EDT, Mar 25, 2026
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3 Big Mistakes to Avoid When Buying the Dip on Software-as-a-Service (SaaS) Growth Stocks
↗
February 10, 2026
The market is taking a sledgehammer to software stocks, dragging down the tech sector.
Via
The Motley Fool
Topics
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FOBO (Not FOMO) Hits Tech Heavy Portfolios Hard; Tech Stocks Adobe, Salesforce Beaten By Walmart, Hershey
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February 10, 2026
Tech Heavy Portfolios Hit Please click here for an enlarged chart comparing Walmart Inc
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The 50,000 Frontier: Dow Jones Shatters Historic Milestone Amidst Tech Resurgence
February 10, 2026
On February 9, 2026, the Dow Jones Industrial Average (DJIA) carved its name into the history books, closing at a record high of 50,219.00. This historic milestone marks a monumental achievement for...
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AI Fear Trade? Hedge Funds Reportedly Made Their Biggest Bet Against Tech In Years, Says Goldman Sachs
↗
February 09, 2026
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What's Going On With Salesforce Stock Tuesday?
↗
February 10, 2026
Why is CRM stock falling today? Reports of "quiet" layoffs and high-profile executive exits are weighing on Salesforce shares.
Via
Benzinga
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Salesforce Reportedly Trims Workforce, Appoints New Leaders Amid AI Pivot
↗
February 10, 2026
Salesforce (NYSE: CRM) has reportedly cut part of its workforce and reshuffled its executive leadership in recent weeks, affecting fewer than 1,000 employees and bringing new leaders to key business...
Via
Benzinga
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Workday Shares Plunge After Founder Aneel Bhusri Returns as CEO Amid Layoffs
February 09, 2026
The enterprise software landscape was sent into a tailspin on Monday as Workday (NASDAQ: WDAY) announced a dramatic leadership overhaul, seeing co-founder Aneel Bhusri return to the helm as Chief...
Via
MarketMinute
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AI Giants Rebound: Oracle and Palantir Surge as Investors Buy the Dip After Tech Rout
February 09, 2026
On Monday, February 9, 2026, the S&P 500 opened the week with a decisive move higher, led by a powerful resurgence in artificial intelligence heavyweights. After a bruising first week of February that...
Via
MarketMinute
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Economy
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Dow 50,000: A Brief Glimmer as Software Sell-Off Pulls Blue Chips Back to Reality
February 09, 2026
The Dow Jones Industrial Average (DJIA) struggled to maintain its footing above the historic 50,000-point milestone on Monday, as a wave of selling in the software sector dampened the euphoria from...
Via
MarketMinute
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Economy
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The 2026 SaaSpocalypse and the $5,000 Gold Rush: Inside the Market's Most Volatile 'Whipsaw' Week
February 09, 2026
The first full week of February 2026 will be remembered by traders as the "SaaSpocalypse"—a brutal, high-velocity whipsaw that redefined the boundaries of the artificial intelligence trade and tested...
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MarketMinute
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Dan Ives Says Salesforce, ServiceNow Sell-Off Is Overdone — ETFs With Exposure Back In Focus
↗
February 09, 2026
Dan Ives reinstates CRM and NOW to his AI picks, arguing the software selloff is overdone. Here's what it could mean for ETFs with exposure to the sector.
Via
Benzinga
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The Great Unwinding: Inside the 'Big 2026 Sector Rotation' as AI Disrupts the Disruptors
February 09, 2026
The dawn of 2026 has brought a chilling realization to Silicon Valley and Wall Street alike: the very software giants that spent two decades disrupting legacy industries are now being disrupted...
Via
MarketMinute
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Workforce
AI Infrastructure Costs Shake the Market: S&P 500 Volatility Hits Bulls in February 2026
February 09, 2026
The first week of February 2026 has proven to be a sobering reality check for equity markets, as the long-standing euphoria surrounding artificial intelligence (AI) collided with the stark financial...
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MarketMinute
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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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MarketMinute
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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
Artificial Intelligence
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
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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
Topics
Artificial Intelligence
Economy
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?
Via
Benzinga
Should You Buy Salesforce Stock Before Feb. 25?
↗
February 06, 2026
Salesforce is set to release its fiscal fourth quarter earnings on Feb. 25.
Via
The Motley Fool
Topics
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Here's How Much $100 Invested In Salesforce 20 Years Ago Would Be Worth Today
↗
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
Topics
Artificial Intelligence
Economy
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
Topics
Artificial Intelligence
Economy
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
Topics
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Economy
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
Topics
Artificial Intelligence
Economy
Energy
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...
Via
MarketMinute
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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
Topics
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