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Own Your Practice
Letter to Clients
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
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Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Stocks Fall As Hot Inflation Data Derails Fed Cut Bets, Bonds Tumble, VIX Rallies, Oil Tops $80: What's Driving Markets Thursday? (CORRECTED)
↗
March 14, 2024
Traders disappointed as hopes for rate cut dashed by higher inflation, leading to negative trading in US equity indices and rising Treasury yields.
Via
Benzinga
Topics
Economy
Stocks
Tech Stocks Ease As Treasury Yields Rise, Commodity Rally Fuels Sector Rotation: What's Driving Markets Wednesday?
↗
March 13, 2024
Wednesday's session sees sectoral rotation, with tech sector losing ground while energy and materials sectors advance due to rise in commodities prices.
Via
Benzinga
Stocks Soar On Tech Rally; Inflation Fuels Higher Yields, Bitcoin Drops Below $70,000: What's Driving Markets Tuesday?
↗
March 12, 2024
Wall Street gains on tech outperformance, but bonds, gold, and bitcoin fall after stronger-than-expected inflation report.
Via
Benzinga
Topics
Bonds
Economy
Stocks Inch Lower Ahead Of Inflation Data, Gold Takes Breather, Bitcoin's Bull Run Persists: What's Driving Markets Monday?
↗
March 11, 2024
Wall Street opens week with slight dip as investors exercise caution ahead of February's inflation report. Gold pauses, Bitcoin hits $72,000.
Via
Benzinga
Topics
Economy
S&P 500 Index Closes At Record Heights, Reaches Most Overbought Conditions Since January 2020
↗
March 07, 2024
S&P 500 index at 5,171 points, up 1% and hitting new highs. Week's rally is 17th in 19 weeks, with strong breadth and diverse sector performance.
Via
Benzinga
Topics
Stocks
A Surprising Uptrend
↗
March 02, 2024
Have you ever seen such a beautiful uptrend? Since the late October low, the market has moved higher. And yet, since mid-January, I have been saying that I couldn't discern the direction of the...
Via
Talk Markets
Top ETFs for Every Sector
↗
February 22, 2024
Top ETFs for all 11 S&P 500 sectors.
Via
The Motley Fool
Topics
ETFs
Stocks
Four Charts Every Trader Needs To See Today
↗
February 17, 2024
As I’ve noted previously, the S&P 500 is quite extended above both its 10-week moving average (same as the 50-DMA) as well as the 40-week moving average (same as the 200-DMA).
Via
Talk Markets
Topics
Stocks
S&P 500, Nasdaq 100 Snap 5-Week Streak As Hot Inflation Prints Dent Tech Stocks
↗
February 16, 2024
S&P 500 and Nasdaq 100 ended 5-week winning streak due to higher than expected inflation reports, raising concerns about Fed rate cuts. Treasury yields rose, impacting markets negatively. Tech,...
Via
Benzinga
Topics
ETFs
Economy
Stocks
Markets Tumble, VIX Up 8% On Hot Inflation Data, Dollar, Yields Jump As Traders Unwind Rate Cut Bets: What's Driving Markets Tuesday?
↗
February 13, 2024
Wall Street witnessed one of the worst sessions since the beginning of the year, with widespread declines across the board as stocks were hit by the impact of a higher-than-expected inflation report.
Via
Benzinga
Topics
Economy
Stocks
Wall Street Extends Record Highs Ahead Of Key Inflation Report, Bitcoin Hits $50,000, NVIDIA Surpasses Amazon: What's Driving Markets Monday?
↗
February 12, 2024
Wall Street kicked off the week on a high note, with the S&P 500 and Nasdaq 100 reaching new highs in anticipation of the January inflation report scheduled for this Tuesday.
Via
Benzinga
Topics
Economy
S&P 500 Flirts With 5,000 As Magnificent 7 Tops $13 Trillion, NYCB Sinks: What's Driving Markets Wednesday?
↗
February 07, 2024
Wednesday is a bullish day on Wall Street, with major large-cap indices extending record highs, aided by robust corporate earnings. Despite the overall market optimism, concerns linger within segments...
Via
Benzinga
Topics
Stocks
Tech Slides, Chinese Stocks Rebound, New York Community Bancorp Tumbles: What's Driving Markets Tuesday?
↗
February 06, 2024
At noon trading in New York, major equity indices on Wall Street remain directionless as traders evaluate the future course of monetary policy ahead of several speeches by Federal Reserve officials in...
Via
Benzinga
Topics
Economy
Stocks Fall As Traders Dial Back Rate Cut Bets; Dollar, Treasury Yields Rise: What's Driving Markets Monday?
↗
February 05, 2024
Wall Street ends week on negative note as traders revise down expectations on Fed rate cuts. Strong economic data and Fed officials' comments push stocks into red, reducing rate cut expectations for...
Via
Benzinga
Topics
Economy
Stocks Notch 4th Straight Positive Week Driven By Tech, Meta Shines, Bonds Tank On Hot Jobs Data: What's Driving Markets Friday?
↗
February 02, 2024
US stock market sees fourth consecutive week of gains, driven by strong tech earnings and labor market. Total market value surpasses $12.9 trillion.
Via
Benzinga
Stocks Recoup Post-Fed Losses As Traders Challenge Powell, Regional Banks Crack, Gold Rises: What's Driving Markets Thursday?
↗
February 01, 2024
Wall Street rebounds after Fed meeting with all major indices up, buoyed by earnings & dovish expectations. Probability for March cut at 41%, speculators increase bets for future cuts. Jobless claims...
Via
Benzinga
Topics
Economy
Stocks
Manufacturing Sector Tops Estimates In January As New Orders Climb, Prices Rise: Why It's Bad News For Inflation
↗
February 01, 2024
US manufacturing sector rebounded in January, with strong new orders but rising costs. Business optimism also high, but supply chain issues remain.
Via
Benzinga
Topics
Economy
2023 Year-End Sector Review – Part 2
↗
January 13, 2024
In this 2023 year-end sector review, we will take a look at what kind of year it was for healthcare, industrial, technology, materials, REITs, and utility sectors. Additionally, how is 2024 shaping up...
Via
Talk Markets
2024's Top Sectors For A Soft Landing: 3 Industries Leading The Way
↗
January 12, 2024
According to Fidelity's sector managers, the most promising opportunities for 2024 may lie in Materials, Industrials, and Consumer Discretionary sectors.
Via
Benzinga
Your Market Update Ahead Of The CPI And Financial Stock Earnings
↗
January 10, 2024
This week may not have started with high volatility, but it could ended that way.
Via
Talk Markets
2024’s Smartest Sector Bets: 3 ETFs to Buy This January
↗
January 10, 2024
Some of 2024’s top sector ETFs to buy were last year’s biggest disappointments but should rebound in the coming months.
Via
InvestorPlace
Topics
ETFs
Charted: S&P 500 Sector Performance In 2023
↗
January 05, 2024
Information Technology, Communication Services, and Consumer Discretionary were the three biggest winners in 2023, all of them up more than 40% for the year.
Via
Talk Markets
Topics
Stocks
Hidden gems: 3 undervalued stocks with a unique competitive edge
January 05, 2024
Etsy, International Flavors & Fragrances and Zimmer Biomet are undervalued stocks with unique market advantages. Patient investors may find opportunities here.
Via
MarketBeat
2023 Russell 1,000 Average Stock Performance By Sector
↗
January 02, 2024
2023 turned out to be a fantastic year for stocks after a horrible 2022.
Via
Talk Markets
Your Stock Update As We End 2023: Reflections On The Year
↗
December 27, 2023
With the final trading week of 2023, let's take a brief moment to look back on the year.
Via
Talk Markets
S&P 500 Stuck In 4600-4800 Limbo For 2024? Wells Fargo Pinpoints 3 'Favored Sectors' For Next Year
↗
December 26, 2023
Wells Fargo Investment Institute has a 4600-4800 year-end 2024 target for the S&P 500 Index and 2000-2200 for the MSCI EAFE Index. Favored sectors are Health Care, Industrials, and Materials.
Via
Benzinga
Topics
Stocks
US Stocks Bounce; Chipmakers, Cruise Lines Lead, Dollar Falls: What's Driving Markets Thursday?
↗
December 21, 2023
On Thursday, Wall Street rebounded into positive territory, following a brief dip experienced on Wednesday. At midday trading New York time, all major stock indices were trading in the green as traders...
Via
Benzinga
US Steel forges ahead on news of $14.1 billion acquisition
December 21, 2023
US Steel soared on Japanese giant Nippon Steel's $14.1 billion offer, which outbid Cleveland-Cliffs. Politicians and unions have concerns over the acquisition
Via
MarketBeat
Topics
Stocks
Wall Street Edges Higher, Small Caps Eye Best Month In 3 Years, Bitcoin Rebounds: What's Driving Markets Wednesday?
↗
December 20, 2023
Stocks inched higher during midday trading in New York on Wednesday, with the momentum carrying over from the previous day when the tech-heavy Nasdaq 100 achieved fresh record highs.
Via
Benzinga
Tech Stocks Set New All-Time High, Small Caps On Fire As Wall Street Bulls Run Wild: What's Driving Markets Tuesday?
↗
December 19, 2023
Tuesday, December 19, 2023, stands now as a remarkable day in Wall Street’s history, as the technology stocks of the Nasdaq 100 mark a significant milestone, surging to new highs after a hiatus of 758...
Via
Benzinga
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