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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
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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
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TAF
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
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247.23
-0.80 (-0.32%)
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Updated: 12:24 PM EST, Dec 31, 2025
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Market Monitor Trends and Breadth June 30 BMO
↗
June 30, 2025
Stocks Hold the Line, but Under the Surface? Mixed Signals Persist
Via
Chartmill
S&P 500 Poised To Extend Record Run In New Week As Traders Scramble To ‘Get Ahead’ Of Rate Cuts — Why This Analyst Calls For Bigger Gains Ahead
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June 29, 2025
fter a marathon weekend session, the Republican-controlled Senate passed the tax bill by a slender majority of 51-49 votes, with Trump hailing it as a “great victory.”
Via
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Electric Vehicles
Wall Street Hits Record Highs, Nike Jumps 18%: What's Moving Markets Friday?
↗
June 27, 2025
Wall Street rallies as trade optimism and easing geopolitical risks boost stocks. Nike soars 18% on earnings, oil plunges and the dollar hits multi-year lows.
Via
Benzinga
How Are Retail Traders Positioned Toward BigBear.ai Stock? Overwhelming Majority Say They Are Bullish Despite Recent Volatility
↗
June 27, 2025
The company has experienced a surge in contracts, particularly for its defense and security-related offerings.
Via
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Topics
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Economy
Market Monitor Trends and Breadth June 27
↗
June 27, 2025
Market Breadth Roars Back: Bulls Reclaim Control, But Will They Hold the Line?
Via
Chartmill
Dow Futures Climb As Markets Eye Fed’s Favorite Inflation Metric — Strategist Says S&P 500’s Momentum ‘Clearly Strong’
↗
June 26, 2025
Stocks closed Wednesday’s session solidly higher, thanks to signals from Washington that the July 9 tariff deadline may not be critical.
Via
Stocktwits
Topics
ETFs
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Stocks
Stocks Rally To New Highs, Dollar Tumbles To 40-Month Lows: What's Driving Markets Thursday?
↗
June 26, 2025
Wall Street entered full rally mode on Thursday, with the Nasdaq 100 extending its record-setting climb and the S&P 500 approaching its February peak, as easing geopolitical fears and renewed hopes for...
Via
Benzinga
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Altimmune Stock Plummets After Mixed Results In Liver Disease Trial: Retail Sees ‘Nothing Of Substance’ To Start A Position
↗
June 26, 2025
Up to 59.1% patients enrolled in the study achieved metabolic dysfunction-associated steatohepatitis resolution without worsening of fibrosis at 24 weeks, as compared to merely 19.1% for placebo.
Via
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https://meet.google.com/xyq-krpu-ekf
↗
June 26, 2025
Breadth Falters Again as Bulls Lose Steam After One-Day Comeback
Via
Chartmill
Dow Futures Flatline As Macro, Geopolitical Challenges Stifle Risk Appetite — But Strategist Says ‘New Highs’ Not Far Off
↗
June 26, 2025
Micron Technology’s artificial intelligence-powered third-quarter outperformance could be a welcome relief to traders who are left to contend with macro and geopolitical challenges.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Tech Stocks Notch New Highs As Chipmakers Power The Rally: What's Driving Markets Wednesday?
↗
June 25, 2025
Tech stocks climbed to new highs early Wednesday, with the Nasdaq 100 briefly touching 22,329 points after the opening bell, surpassing its previous peak from February 19.
Via
Benzinga
AST SpaceMobile Cuts $225M In Debt With Stock Sale: Retail Rushes In To Buy The Dip
↗
June 25, 2025
AST SpaceMobile said the repurchase would wipe out approximately $63.8 million in future interest payments.
Via
Stocktwits
Market Monitor Trends BMO (SPY, QQQ, IWM) and Breadth June 25
↗
June 25, 2025
Breadth Bounces Back: The Rally Finds Broader Legs
Via
Chartmill
US Stock Futures Dip As S&P 500 Rally Stalls Near Highs — Analyst Urges Caution On Hot AI Stocks
↗
June 24, 2025
An unexpected drop in a key consumer confidence reading proved positive, as it raised rate cut odds, vindicating the stance of a couple of central bank officials, who have begun calling for a July rate...
Via
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Topics
Artificial Intelligence
ETFs
Economy
Tech Stocks Eye Record Highs, Crude Drops To $64 On Iran-Israel Truce: What's Driving Markets Tuesday?
↗
June 24, 2025
U.S.
Via
Benzinga
Gorilla Moves Deeper Into Southeast Asia With AI-Driven Thai Acquisition: Retail’s Optimistic
↗
June 24, 2025
Gorilla Technology will acquire Thai firms CNS and CANS, enhancing its AI-driven platform and expanding its reach across Southeast Asia’s growing edge AI and cybersecurity markets.
Via
Stocktwits
Topics
Artificial Intelligence
Market Monitor Trends BMO (SPY, QQQ, IWM) and Breadth June 24
↗
June 24, 2025
Market breadth bounces back, more stocks trading above key averages as bullish momentum builds after last week's chop.
Via
Chartmill
Digital Turbine Retail Chatter Spikes As Stock Plunges After Last Week’s Earnings Pop
↗
June 24, 2025
Following last week’s quarterly print, BofA analyst Omar Dessouky raised the price target for the stock to $4.50 from $1.50 but maintained an ‘Underperform’ rating.
Via
Stocktwits
Topics
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Markets Shake Off Middle East Jitters? Nasdaq, S&P 500 Futures Rise As Strategist Sees ‘Transient’ Geopolitical Risk, Twin Tailwinds
↗
June 24, 2025
President Donald Trump said in a Truth Social post, “It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE” in about six hours from the time of his...
Via
Stocktwits
Topics
ETFs
Economy
Government
Stocks Rise, Oil Tumbles Despite Iran's Strikes On US Bases: What's Driving Markets Monday?
↗
June 23, 2025
Wall Street resilient as Iran fires missiles at U.S. bases in Qatar and Iraq, defying expectations in energy market. U.S. equities and gold up, bonds down.
Via
Benzinga
Topics
Bonds
Markets Unruffled By US Bombing in Iran? Nasdaq, S&P 500 Edge Lower While Oil Spikes Briefly As Analysts Downplay Fallout
↗
June 23, 2025
Among the Main Street catalysts traders look forward to in the new week are S&P’s flash private sector activity readings for June, the personal income and spending report for May, two June consumer...
Via
Stocktwits
Topics
ETFs
Economy
Government
S&P 500 Extends Retreat From Highs, Bitcoin Falls Below $103,000: What's Driving Markets Friday?
↗
June 20, 2025
U.S. stocks dipped Friday as Trump weighed action on Iran. S&P 500 fell 0.4%, Bitcoin dropped below $103K, and defensive stocks outperformed.
Via
Benzinga
Topics
Government
Stocks
To Merge With Haveli Investments In $1.5B Take‑Private Transaction, Draws Retail Applause
↗
June 20, 2025
The acquisition has been greenlit by Couchbase’s board and is expected to finalize in the second half of 2025, pending shareholder approval and regulatory clearance.
Via
Stocktwits
Topics
Artificial Intelligence
Supply Chain
Centrus Energy Secures 1-Year Extension To Supply DOE With Uranium, Draws Retail Praise
↗
June 20, 2025
The company secured a contract extension to produce HALEU through mid-2026, marking the start of Phase III in a long-term nuclear fuel agreement.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 20
↗
June 20, 2025
Steady But Fragile: Breadth Signals a Market in Flux
Via
Chartmill
Wall Street Rises Ahead Of Fed, Payment Stocks Fall On Stablecoin Bill: What's Driving Markets Wednesday?
↗
June 18, 2025
U.S. stocks inched higher by midday Wednesday, as traders weighed geopolitical uncertainty and awaited the Federal Reserve's June policy decision.
Via
Benzinga
Topics
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AST SpaceMobile’s Partnership With Vodafone Idea To Launch Satellite Mobile In India Sparks Retail Frenzy
↗
June 18, 2025
AST SpaceMobile partnered with Vodafone Idea to expand mobile connectivity in remote Indian regions via satellite.
Via
Stocktwits
D-Wave Stock Gets A Price Target Hike On Scoring South Korea Quantum Deal: Stock Up 85% Year-To-Date, But Retail Remains Wary
↗
June 18, 2025
Benchmark’s David Williams raised the price target, citing a strategic MOU with South Korean partners that could drive significant revenue.
Via
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Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 18
↗
June 18, 2025
The Market Breathes Out Again – But It’s a Nervous Exhale
Via
Chartmill
US Stock Futures Tread Water As Trump Reportedly Mulls Iran Strike, Fed Rate Fears Persist — Strategist Awaits Dovish Surprise
↗
June 17, 2025
Most Asian markets traded lower early Wednesday amid a worsening geopolitical situation in the Middle East.
Via
Stocktwits
Topics
ETFs
Economy
Government
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