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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
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
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Quarterly Performance Reports
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly 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
RSVP-Signup Form
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iShares Russell 2000 ETF
(NY:
IWM
)
247.28
-0.75 (-0.30%)
Streaming Delayed Price
Updated: 10:48 AM EST, Dec 31, 2025
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Surgery Partners Stock Slumps 13% After Company Rejects Bain Capital’s Take-Private Proposal
↗
June 17, 2025
Chairman of the Independent Committee, Brent Turner, said the best path forward for Surgery Partners is to continue operating as an independent publicly traded company.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 17
↗
June 17, 2025
Friday’s breadth collapse raised some eyebrows, but Monday erased a lot of that doubt.
Via
Chartmill
Nasdaq Futures Fall As Israel-Iran Crisis Deepens: Strategist Expects Powell To Stick To Script As Fed Meeting Begins
↗
June 17, 2025
The major averages in Asia were mixed in early trading as traders took stock of Wall Street’s gains overnight and stayed wary about the crisis in the Middle East.
Via
Stocktwits
Topics
ETFs
Economy
Government
Palantir Hits New Peak, AMD Rallies To 6-Month Highs: What's Driving Markets On Monday?
↗
June 16, 2025
Investors embraced a risk-on mood Monday, showing optimism that Iran might seek a diplomatic solution to the crisis despite continued hostilities with Israel.
Via
Benzinga
Nasdaq Futures Rise As Traders Pin Hopes On US-China Trade Truce: Strategist Braces For Tamer May Inflation Data
↗
June 09, 2025
Via
Stocktwits
Topics
Economy
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 16
↗
June 16, 2025
Sharp Reversal as Breadth Collapses
Via
Chartmill
Nasdaq, S&P 500 Futures Climb Despite Raging Israeli-Iran Tensions, Fed Rate Anxiety: Strategist Recommends Caution Amid Economic ‘Sogginess’
↗
June 15, 2025
The week’s economic event is headlined by the Federal Open Market Committee rate decision, due Wednesday after the conclusion of a two-day meeting.
Via
Stocktwits
Topics
Economy
Government
Stocks
Wall Street's VIX Jumps 10%, Gold And Oil Gain As Middle East Tensions Flare Up: What's Driving Markets Friday?
↗
June 13, 2025
U.S. stocks retreated Friday as geopolitical tensions erupted following Israel's surprise airstrike on Iranian nuclear sites, sparking a sharp rally in oil and gold.
Via
Benzinga
Topics
Stocks
UroGen Soars On Price Target Upgrade On Heels Of FDA Approval For Cancer Medicine: Retail Sees Stock Touching $20
↗
June 13, 2025
The new price target of $30 implies a near 171% upside to the stock’s closing price of $11.08 on Thursday.
Via
Stocktwits
AST SpaceMobile Secures 80-Year US Spectrum Rights In $550M Deal: Retail Applauds The Arrangement
↗
June 13, 2025
AST SpaceMobile secured rights to 45 MHz of mid-band satellite spectrum, enabling faster mobile data from space and boosting plans for nationwide broadband coverage with speeds up to 120 Mbps.
Via
Stocktwits
Topics
Supply Chain
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 13
↗
June 13, 2025
Bulls still have the ball, but they’re no longer sprinting. They’re looking over their shoulder.
Via
Chartmill
US Stock Futures Slide As Israel Strikes On Iran Trigger Risk-Off Mood — But S&P 500 May Still Have Legs, Says Strategist
↗
June 12, 2025
The University of Michigan’s preliminary U.S. consumer sentiment index for June is due at 10 a.m. ET. On average, economists expect the index to rise to 54 from 52.2 in May.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 12
↗
June 12, 2025
While fewer stocks participated in gains today, most remain above key moving averages, and longer-term momentum is holding.
Via
Chartmill
Nasdaq, S&P 500 Futures Dip Amid Trump’s ‘Unilateral Tariff’ Threat, US-Iran Tensions — Strategist Explains Why Rally Is On Shaky Ground
↗
June 11, 2025
Crude oil futures pulled back below the $68-a-barrel mark after jumping about 5% in the New York session on Wednesday amid escalating geopolitical tensions between the U.S. and Iran.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Government
Dow Jones Breaks 43,000, Palantir Hits New Record Highs: What's Driving Markets Wednesday?
↗
June 11, 2025
U.S. stocks ticked higher at midday Wednesday, buoyed by signs of progress in U.S.-China trade negotiations and cooler-than-expected inflation data, both of which supported risk appetite.
Via
Benzinga
Topics
Economy
Stocks
Novavax’s Covid-Flu Combo, Standalone Flu Vaccines Demonstrate Robust Immune Response In Late-Stage Trial: Retail Says It’s ‘A Very Good Sign’
↗
June 11, 2025
Both candidates were well tolerated, with nearly all adverse events identified as mild or moderate.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 11
↗
June 11, 2025
The market breadth on June 10, 2025, points to a strengthening bullish undercurrent, especially after the volatility of early June. Breadth metrics now show consistency across daily, weekly, and...
Via
Chartmill
Tariff Truce Fails To Calm Markets: Dow Futures Dip, May CPI in Spotlight— Strategist Sees S&P 500 Heading To New Peaks
↗
June 10, 2025
The imminent release of the consumer price inflation data ahead of next week’s Federal Reserve’s rate-setting meeting has also introduced caution.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Small Caps Test 200-Day Average, Nasdaq 100 Eyes Record Ahead Of US-China Progress: What's Driving Markets Tuesday?
↗
June 10, 2025
U.S. stocks ticked up on Tuesday, with investors closely watching for potential progress in ongoing U.S.-China trade negotiations taking place in London.
Via
Benzinga
Riot Trims Bitfarms Stake Amid Ongoing Investment Reevaluation: Retail Keeps Faith
↗
June 10, 2025
Riot Platforms sold 1.75 million Bitfarms shares for $1.58 million, reducing its stake from 14.61% to 14.30% through open market transactions.
Via
Stocktwits
Topics
Artificial Intelligence
Derivatives
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 10
↗
June 10, 2025
Breadth metrics for June 9 confirm that last week’s sharp selloff on June 5 was likely a short-lived pullback rather than the start of a new bearish phase.
Via
Chartmill
Metsera Stock Climbs On Positive Results From Early Stage Trial For Investigational Weight-Loss Drug: Retail Chatter Explodes
↗
June 09, 2025
The company said that the drug, MET-233i, demonstrated up to 8.4% mean placebo-subtracted weight loss at day 36.
Via
Stocktwits
Topics
Government
Silver Breaks Past 13-Year Highs, Small Caps Rise, Bitcoin Tops $108,000: What's Driving Markets Monday?
↗
June 09, 2025
Wall Street opens the week on a quiet note, with major indexes steady as investors await potential trade breakthroughs during high-level U.S.-China talks in London.
Via
Benzinga
IonQ Stock Rises After $1.1B Oxford Ionics Acquisition, But Retail Remains Wary
↗
June 09, 2025
The cash and stock deal aims to combine the strengths of software and hardware to build scalable, high-precision quantum systems and expand global innovation efforts.
Via
Stocktwits
Topics
Artificial Intelligence
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 09
↗
June 08, 2025
The June 6 session confirms that breadth is not only improving but now supporting the index-level gains we’ve seen in the major averages.
Via
Chartmill
Nasdaq, S&P 500 Futures Pause In New Week Despite China-US Trade Talk Reboot: Why This Strategist Firmly Believes ‘New Highs’ Aren’t Far Off
↗
June 08, 2025
This week, key economic data will be released, including the Bureau of Labor Statistics’ May consumer and producer price inflation reports, the weekly jobless claims, and the University of Michigan’s...
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Stocks Rally On Strong Jobs Numbers; Tesla Rebounds As Trump-Musk Feud Softens: What's Driving Markets Friday?
↗
June 06, 2025
Wall Street surged into rally mode during the final trading session of the week as better-than-expected jobs data helped ease fears of an economic slowdown.
Via
Benzinga
Rekor Stock Rises After Deal To Upgrade Sun Belt State’s Traffic Tech: Retail Echoes Confidence
↗
June 06, 2025
The $1.2 million contract involves deploying 150 AI-powered traffic monitoring units in a Sun Belt state, replacing outdated systems with safer alternatives.
Via
Stocktwits
Market Monitor Trends (SPY, QQQ, IWM) and Breadth June 06
↗
June 06, 2025
SPY, QQQ both showing a distribution day after yesterday's session (down on above-average volume near the high).
Via
Chartmill
Dow Futures Rise Amid Caution As Wall Street Traders Eye May Jobs Report — Strategist Warns Euphoric Stock Traders Ignoring Bond Market Signals
↗
June 06, 2025
Earnings from high-profile chip maker Broadcom elicited negative stock reaction, portending a potential hit to the sector in Friday’s session.
Via
Stocktwits
Topics
Artificial Intelligence
Bonds
Economy
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