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about us
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Brochure Supplement Amit Stavinsky
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)
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
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Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
Client Information
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
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Credit Suisse Group American Depositary Shares
(NY:
CS
)
N/A
UNCHANGED
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Updated: 7:00 PM EDT, Jun 9, 2023
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INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of Credit Suisse Group AG (CS) on Behalf of Investors
February 23, 2023
From
Law Offices of Howard G. Smith
Via
Business Wire
INVESTIGATION REMINDER: The Schall Law Firm Encourages Investors in Credit Suisse Group AG with Losses of $100,000 to Contact the Firm
February 23, 2023
From
The Schall Law Firm
Via
Business Wire
INVESTIGATION ALERT: The Schall Law Firm Encourages Investors in Credit Suisse Group AG with Losses of $100,000 to Contact the Firm
February 22, 2023
From
The Schall Law Firm
Via
Business Wire
Why Shares of Credit Suisse Are Plunging This Week
↗
February 10, 2023
The embattled bank reported its fourth-quarter earnings results.
Via
The Motley Fool
Credit Suisse Group Ag (CS) Q4 2022 Earnings Call Transcript
↗
February 09, 2023
CS earnings call for the period ending December 31, 2022.
Via
The Motley Fool
The Law Offices of Frank R. Cruz Announces Investigation of Credit Suisse Group AG (CS) on Behalf of Investors
February 22, 2023
From
The Law Offices of Frank R. Cruz
Via
Business Wire
CS EQUITY ALERT: ROSEN, A TOP RANKED LAW FIRM, Encourages Credit Suisse Group AG Investors With Losses In Excess of $100K to Inquire About Securities Class Action Investigation – CS
February 22, 2023
From
The Rosen Law Firm, P.A.
Via
Business Wire
Financial Regulatory Authority Reviews Remarks By Credits Suisse' Chairman On Client Outflows
↗
February 21, 2023
The Swiss Financial Market Supervisory Authority (Finma) is reportedly reviewing comments by Credit Suisse Group Inc's (NYSE: CS) Chairman Axel Lehmann about outflows stabilizing in early December.
Via
Benzinga
JD.com And Other Big Stocks Moving Lower In Tuesday's Pre-Market Session
↗
February 21, 2023
U.S. stock futures traded lower this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Credit Suisse Battles With Latest Senior Official Departure In Asia Region
↗
February 17, 2023
Credit Suisse Group AG's (NYSE: CS) Singapore Chief Executive Officer, Chien Chien Wong, is reportedly stepping down to pursue outside interests.
Via
Benzinga
Taurus SA Raises $65M In Series B Funding Round Led By Credit Suisse, Deutsche Bank
↗
February 16, 2023
Digital asset infrastructure provider Taurus SA on Thursday announced a $65 million Series B capital raise from strategic investors, including banking giants Credit Suisse Group AG (NYSE: CS) and...
Via
Benzinga
Palantir Enters a New Era of Profitability, Time to Buy?
February 15, 2023
Enterprise and government software platforms provider Palantir Technologies Inc. (NASDAQ: PLTR) stock surged 13% on its Q4 2022 earnings release. After 19 years
Via
MarketBeat
Topics
Artificial Intelligence
Credit Suisse Warns Former Staff Copied Personnel And Salary Data
↗
February 14, 2023
Credit Suisse Group AG (NYSE: CS) says a former staffer with legitimate access to data, copied some of its workforce's data several years ago, including descriptions of their compensation.
Via
Benzinga
How Swiss-Based Alquant Is Saving Investment Organizations Money During Market Drops
↗
February 13, 2023
If you’ve been in markets for long enough, you may remember the February 2018 “Volpocalypse” episode that turned successful long-running trades on their head.
Via
Benzinga
Why Tivic Health Systems Are Trading Lower By 55%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
February 09, 2023
Gainers Hempacco Co., Inc. (NASDAQ: HPCO) rose 296% to $2.99 after declining 6% on Wednesday.
Via
Benzinga
HOOD Stock Alert: Robinhood Will Repurchase Sam Bankman-Fried Shares
↗
February 09, 2023
Robinhood (HOOD) stock is in the news Thursday after the company said it wants to repurchase Sam Bankman-Fried's shares.
Via
InvestorPlace
Why Is Credit Suisse (CS) Stock Down 7% Today?
↗
February 09, 2023
Credit Suisse (CS) stock is falling on Thursday after announcing its intention to acquire Michael Klein's investment banking business.
Via
InvestorPlace
Credit Suisse Announces Next Milestone For CS First Boston Carveout With Klein Deal, CEO Says '2024 Should Be Profitable'
↗
February 09, 2023
Credit Suisse Group AG (NYSE: CS) has agreed to buy Michael Klein's investment banking boutique for the purchase price is $175 million, with the full consideration valued at $210 million, to take...
Via
Benzinga
Mattel, Credit Suisse And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
↗
February 09, 2023
U.S. stock futures traded higher this morning. Here are some big stocks recording losses in today’s pre-market trading session.
Via
Benzinga
Apollo Weighs Buying Stake In Credit Suisse's Investment Banking Unit
↗
February 07, 2023
Apollo Global Management (NYSE: APO) is reportedly looking to buy a stake in Credit Suisse Group Inc's (NYSE: CS) revamped investment bank.
Via
Benzinga
Why Generac Holdings Stock Topped the Market on Thursday
↗
February 02, 2023
Investors keep piling into the shares, which lost a great deal of their value in 2022.
Via
The Motley Fool
Trump Beefs Up Defamation War Against New York Prosecutor, Apple Weighs Content Deals With Disney, Likely Lawsuit On Google For Influencing Online Ad Market: Today's Top Stories
↗
January 24, 2023
Benzinga
Via
Benzinga
Qatar Investment Doubles Its Stake In Credit Suisse As US Investors Offload Theirs
↗
January 24, 2023
The Qatar Investment Authority (QIA) has increased its stake in Credit Suisse Group Inc (NYSE: CS), becoming the second-biggest shareholder after the Saudi National Bank.
Via
Benzinga
10 Financials Stocks Whale Activity In Today's Session
↗
January 17, 2023
This whale alert can help traders discover the next big trading opportunities. Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity...
Via
Benzinga
Coinbase Discloses Restructuring Plan Amid Macro Headwinds, Pfizer Rebuts Generic Version Of COVID-19 Oral Treatment In China, Microsoft Mulls $10B Investment In ChatGPT Owner: Today's Top Stories
↗
January 10, 2023
Benzinga Coinbase Bows Down To Macro Headwinds, To Let Go Of 950 Employees
Via
Benzinga
Xiaomi Backed Lidar Car Sensor Developer Hesai Eyes US IPO
↗
January 10, 2023
Via
Benzinga
Why Walgreens Boots Alliance's Stock Surged Higher Today
↗
January 06, 2023
The stock experiences an "it's not so bad after all" rally.
Via
The Motley Fool
The 3 Best Sectors to Invest in for 2023
↗
December 28, 2022
A blend of value and growth defines the best sectors to invest in for 2023. These three sectors best fit the definition.
Via
InvestorPlace
Why Salesforce Stock Forced Its Way Higher on Wednesday
↗
December 21, 2022
This hasn't been a great month for the customer relationship management specialist, but investor sentiment might be improving.
Via
The Motley Fool
Why MongoDB Stock Triumphed On Tuesday
↗
December 20, 2022
More than a few experts firmly believe the stock is undervalued.
Via
The Motley Fool
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