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about us
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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
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Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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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
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
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
Bond Fund Seminar
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TotalEnergies SE Ordinary Shares
(NY:
TTE
)
93.44
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, Apr 13, 2026
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A Look Into TotalEnergies Inc's Price Over Earnings
↗
December 29, 2023
Via
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December 29, 2023
Exxon is one of the largest integrated energy companies on Earth, but investors need to know that it is still betting hard on dirty fuels.
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The Last Fallen Angel For 2024
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December 25, 2023
BP p.l.c. is the quintessential oil and gas company that has taken good care of shareholders but has fallen 26.71% over the past 10 years.
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TotalEnergies' Windfall: $689M Seagreen Stake Sale Ignites Renewables Partnership In Thailand
↗
December 22, 2023
TotalEnergies SE (NYSE: TTE) penned a deal with the national oil and gas company PTTEP in Thailand for
Via
Benzinga
SLB , EOG Resources And Other Energy Stocks From Wall Street's Most Accurate Analysts
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December 22, 2023
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes...
Via
Benzinga
Will TOTALENERGIES SE -SPON ADR breakout?
↗
November 24, 2023
TOTALENERGIES SE -SPON ADR (NYSE:TTE) has a good technical rating of 8 out of 10 and could possibly break out.
Via
Chartmill
Earnings Preview For TotalEnergies
↗
October 25, 2023
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Benzinga
Danger Zone: 3 Companies That Could Declare Bankruptcy in 2024
↗
December 21, 2023
These companies are on the verge of filing for bankruptcy protection from their creditors and should be avoided at all costs.
Via
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Topics
Bankruptcy
TotalEnergies' Texas Solar Power: Strikes 275 MW Green Electricity Deal With LyondellBasell
↗
December 19, 2023
TotalEnergies SE (NYSE: TTE)
Via
Benzinga
Energy Sector Stocks Flush With Cash Amid Oil's Bear Market: Is There A Buy Signal In Sight?
↗
December 13, 2023
Oil has entered a bear market as oil majors have cash piles. Will they be deployed towards accretive investments and/or shareholder returns?
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Benzinga
3 Energy Stocks I Wouldn’t Touch With a 10-Foot Pole
↗
December 11, 2023
These energy stocks to sell are overvalued amid waning consumer sentiment and a questionable valuation outlook.
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Down 40% in a Year, Is Now the Right Time to Buy Clean Energy Fuels Stock?
↗
December 07, 2023
Shares of Clean Energy Fuels have plunged over the past year, but the renewable natural gas company could be on the verge of a demand spike. Should you buy it?
Via
The Motley Fool
Topics
Energy
3 Top Oil Stocks to Buy in December
↗
December 07, 2023
If you are looking at oil stocks, this trio covers just about all the options in the energy patch that you should be thinking about.
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Oil Majors To Consolidate: Watch For Further M&A Activity Across Sector In 2024
↗
December 06, 2023
The oil and gas production sector has already seen some mega deals in 2023; M&A activity is expected to continue into 2024.
Via
Benzinga
2 Ultra-High-Yield Energy Stocks to Buy Hand Over Fist and 1 to Avoid
↗
November 30, 2023
If you are looking for high-yield energy stocks, TotalEnergies and Enbridge are good calls. Devon Energy might not be.
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Devon Energy and Oxy Catch Your Eye? 2 Better, Cheaper Oil Stocks to Buy Now.
↗
November 26, 2023
Devon and Oxy have been big winners and are pumping out cash, but these two European giants are also cash cows and much cheaper.
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3 Things You Need to Know If You Buy ExxonMobil Today
↗
November 18, 2023
Exxon is one of the largest oil companies in the world, and it is happy to stay that way for now.
Via
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TOTALENERGIES SE -SPON ADR (NYSE:TTE) showing some interesting technicals. Here's why.
↗
November 14, 2023
Will TOTALENERGIES SE -SPON ADR Break Out? A Technical Analysis Perspective.
Via
Chartmill
Peak Oil Is Near, According to the International Energy Agency -- and These 3 Energy Stocks Will Benefit
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November 13, 2023
These energy stocks are already looking beyond oil.
Via
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With Giant Oil Mergers Upending the Energy Industry, Here Are 3 Investment Options to Consider Today
↗
November 05, 2023
The oil industry landscape is changing fast.
Via
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What Do The Exxon Mobil And Chevron Deals Say About The Oil Industry's Future?
↗
November 03, 2023
Exxon Mobil bought Pioneer Resources, Chevron scooped up Hess: the biggest industry deals in more than 20 years. What does it tell us?
Via
Investor's Business Daily
Clean Energy’s First Renewable Natural Gas Facility Begins to Sell Environmental Credits
October 31, 2023
From
Clean Energy Fuels Corp.
Via
Business Wire
3 Great Foreign Companies to Invest in Right Now
↗
October 26, 2023
If you are looking for opportunities abroad, you'll want to examine Unilever, Enbridge, and TotalEnergies today.
Via
The Motley Fool
Earnings Scheduled For October 26, 2023
↗
October 26, 2023
Companies Reporting Before The Bell • TotalEnergies (NYSE:TTE) is likely to report quarterly earnings at $2.57 per share on revenue of $49.83 billion.
Via
Benzinga
Looking for More Income? These Oil Dividend Stocks Yield 4%+.
↗
October 22, 2023
These companies can fuel a lot of income into your portfolio.
Via
The Motley Fool
QatarEnergy And Shell Seal 27-Year LNG Supply Pacts, Delivering Up To 3.5 MTPA To The Netherlands
↗
October 19, 2023
Shell PLC (NYSE: SHEL) inked two long-term LNG sale and purchase
Via
Benzinga
3 Energy Stocks That Will Have You Seeing Green
↗
October 17, 2023
Investors have many options in the energy sector. These are three undervalued energy stocks that should get more attention.
Via
InvestorPlace
MarketBeat ‘Stock of the Week’: Halliburton Is One Slick Oil Play
October 16, 2023
Halliburton’s commitment to technological innovation is a differentiator — and its undervalued stock a potential opportunity for long-term investors.
Via
MarketBeat
Marathon Oil Stock Trying To Close In On Key Technical Measure
↗
October 13, 2023
On Friday, Marathon Oil stock earned a positive adjustment to its Relative Strength (RS) Rating, from 67 to 72.
Via
Investor's Business Daily
QatarEnergy And TotalEnergies Set To Power France With Long-Term LNG Supply Agreement
↗
October 11, 2023
Affiliates of QatarEnergy and TotalEnergies SE (NYSE: TTE) have
Via
Benzinga
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