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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)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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)
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Additional Information
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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iShares Core S&P 500 ETF
(NY:
IVV
)
742.45
-9.11 (-1.21%)
Official Closing Price
Updated: 8:00 PM EDT, May 15, 2026
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S&P 500 Index Funds See Largest Weekly Outflow on Record
↗
June 14, 2024
This past week, money market funds (+$20.3 billion), taxable bond funds (+$5.8 billion), alternative investments (+$264 million), and tax-exempt bond funds (+$154 million) each saw inflows.
Via
Talk Markets
Topics
Bonds
Stocks
Money Market Funds Add $29.2 Billion During First Week Of June
↗
June 13, 2024
Investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the sixth week in seven, adding a net $39.4 billion—the largest weekly inflow in nine weeks.
Via
Talk Markets
What's Going On With AMD Stock Thursday?
↗
June 06, 2024
AMD stock gained 42% in last six months, winning 33% market share in server CPUs. Analysts see potential in upcoming products.
Via
Benzinga
What's Going On With Nvidia Stock On Thursday?
↗
June 06, 2024
Nvidia's stock hits record high, valued at $3 trillion. Plans stock split to attract investors. Media covers CEO Jensen Huang's success at Computex. Magnificent Seven companies contribute to S&P 500's...
Via
Benzinga
Topics
Stocks
Ray Dalio Warns Of US-China Economic Sanctions, Stresses Diversification
↗
June 05, 2024
Dalio warns of escalating US-China tensions and importance of diversification amid global risks. Economic and political upheaval possible.
Via
Benzinga
A Review Of The Largest ETFs In The World
↗
May 31, 2024
The 20 largest ETFs account for $3,431.0 bn, or 28.80%, of the overall assets held by ETFs globally.
Via
Talk Markets
Topics
ETFs
Buffett’s Secret Stash? The Top 3 Holdings in Berkshire’s Little-Known Subsidiary
↗
May 29, 2024
Although ETFs dominate this hidden portfolio of Berkshire subsidiary stocks, these are the biggest stock holdings in the portfolio.
Via
InvestorPlace
Topics
ETFs
These 3 Powerhouse Stocks Drive 17.2% of the S&P 500's Gains
↗
May 24, 2024
A handful of trillion-dollar stocks can make a big difference to the S&P 500 market index with a fairly small stock price move. Here's how it works, and how you can tap into the right index-tracking...
Via
The Motley Fool
Topics
Stocks
Is Vanguard S&P 500 the Best S&P 500 ETF for You?
↗
May 22, 2024
There are other perfectly fine options, but why not insist on the best?
Via
The Motley Fool
Topics
ETFs
Stocks
Ray Dalio Jokingly Says If Taylor Swift Ran For President, He'd 'Consider Supporting Her'
↗
May 21, 2024
Ray Dalio jokingly suggests Taylor Swift as unifying force for US, recognizing need for leader to bridge deep divisions. Serious message in jest.
Via
Benzinga
Ray Dalio: US 'On The Brink' Of Civil War, But Not One Where People 'Grab Guns And Start Shooting'
↗
May 21, 2024
Ray Dalio warns of potential civil war in the US due to factors such as debt, inequality, and political divisions. Global conflict also a concern.
Via
Benzinga
Tuesday Talk: Relative Calm Prevails
↗
May 21, 2024
Despite the helicopter crash in Iran which killed its President and continuing unrest in the Middle East, the stock market broadcast relative calm as the trading week opened on Monday.
Via
Talk Markets
ETFs To Bet On Analysts' Bullish Forecast For S&P 500
↗
May 20, 2024
The S&P 500 Index topped the 5,300 milestone last week for the first time ever, underscoring strong confidence. Investors could tap this opportune moment with ETFs that track the S&P 500 Index.
Via
Talk Markets
Topics
ETFs
Stocks
'Playing The Rumor, Not The News': Reddit Users Speculate On Potential S&P 500 Inclusions
↗
May 17, 2024
Investors eye S&P 500 index additions as speculation mounts for potential gains. Some suggest PLTR, APP, DASH, ARES, SQ, DDOG, and PINS as potential contenders, but caution against unrealistic...
Via
Benzinga
Topics
ETFs
Stocks
Fixed Income ETFs Record Largest Inflow In Over Five Years, Adding $9.4 Billion
↗
May 14, 2024
During the fund-flows week, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the third straight week, adding a net $36.4 billion.
Via
Talk Markets
Topics
ETFs
The 3 Best Mutual Funds to Buy in May 2024
↗
May 11, 2024
Consider the best mutual funds to buy for high returns and low fees. They each have unique strategies meant to maximize returns on capital.
Via
InvestorPlace
Investors Flock To Lower-Cost Vanguard S&P 500 ETF: Is It Time To Switch From SPY To VOO?
↗
May 09, 2024
A seismic shift is occurring among the world's largest ETFs. SPY has outflows of $28B, while VOO has inflows of $33B due to lower costs.
Via
Benzinga
Topics
ETFs
Stocks
U.S. Weekly FundFlows Insight Report: Short/Intermediate IG ETFs Log Eighth Straight Weekly Inflow
↗
May 04, 2024
During the fund-flows week that ended May 1, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the second straight week, adding a net $22.0...
Via
Talk Markets
Topics
ETFs
Marjorie Taylor Greene Reveals New Stock Trades After 2-Year Gap: Berkshire Hathway, Goldman Sachs And Microsoft Make The List — But Trump's DJT Doesn't
↗
May 03, 2024
Greene's filing on Thursday marks her first periodic transaction report since June 2022, adhering to the "Stock Trading on Congressional Knowledge Act."
Via
Benzinga
Topics
Government
There's A New ETF Tracking S&P500 That Offers '100% Downside Protection' But Here's The Catch
↗
April 30, 2024
A new exchange-traded fund is set to launch, offering investors a unique proposition of "100% downside protection" to the stock market, but with a few conditions.
Via
Benzinga
Topics
ETFs
What Are the Safest ETFs to Buy Right Now? And How Much Can You Earn From Them?
↗
April 26, 2024
The right investment can limit risk while still growing your money substantially.
Via
The Motley Fool
Topics
ETFs
7 iShares ETFs That Could Help You Retire a Millionaire
↗
April 25, 2024
Several of these ETFs will quickly have you invested in the "Magnificent Seven" stocks, and each of the funds sports solid performances and low fees.
Via
The Motley Fool
Topics
ETFs
Money Markets Report Weekly Outflow of $118.5 Billion, Third Largest On Record
↗
April 19, 2024
Via
Talk Markets
How Does The Stock Market Perform Ahead Of Tax Day? 'Rough' At First, Data Shows
↗
April 15, 2024
Tax Day usually coincides with a jittery stock market as the S&P 500 Index typically declines during the first half of April.
Via
Benzinga
Topics
Stocks
U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment-Grade ETFs Set Record Weekly Inflows
↗
April 14, 2024
During the fund-flows week that ended April 10, 2024, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third week in four, removing a net $29.7...
Via
Talk Markets
Topics
ETFs
The Next Recession: Redditors Say It's 'Usually Right After The Fed Pivots And Starts Cutting Rates'
↗
April 12, 2024
Redditors on r/wallstreetbets discuss likelihood of recession based on historical indicators and current market conditions, with varying perspectives on timing, causes, and potential market...
Via
Benzinga
Topics
Economy
4 ETFs Billionaire Investors Love -- Can They Make You Richer, Too?
↗
April 11, 2024
Billionaires don't just buy individual stocks. ETFs can have excellent wealth-building potential over time, as well.
Via
The Motley Fool
Topics
ETFs
International ETFs See Fifteenth Straight Weekly Inflow
↗
April 05, 2024
Money market funds (+$69.9.8 billion), taxable bond funds (+$7.1 billion), commodities funds ($642 million), alternative investments (+$231 million), and tax-exempt bond funds (+$80 million) all took...
Via
Talk Markets
Topics
Bonds
ETFs
Should You Buy S&P 500 ETFs Now & Hold?
↗
April 04, 2024
Since October, Wall Street has been on a winning streak, defying concerns about various economic factors, especially high inflation and high rates. The S&P 500 logged its best first quarter since...
Via
Talk Markets
Topics
ETFs
Economy
Stocks
Could 3 Powerful Fund Managers Take Control Of US Banks?
↗
April 02, 2024
Regulators eye BlackRock, State Street Corp and Vanguard for jointly managing more than $23 trillion in assets.
Via
Benzinga
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