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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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
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Client Contact with Portfolio Manager(s)
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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
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Financial Planning
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Implementation
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Termination
Professional Alliance Network
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Client's Responsibilities
Fees
Implementation
Legal Services
Termination
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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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Event Schedule
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Event Schedule
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Phillips 66
(NY:
PSX
)
179.80
UNCHANGED
Streaming Delayed Price
Updated: 7:00 PM EDT, May 18, 2026
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Phillips 66 Announces Quarterly Dividend
February 07, 2024
From
Phillips 66
Via
Business Wire
Why Is Etsy (ETSY) Stock Up 8% Today?
↗
February 01, 2024
With an activist investor joining Etsy’s board of directors, those traders shorting ETSY stock are feeling the heat.
Via
InvestorPlace
Expert Outlook: Phillips 66 Through The Eyes Of 4 Analysts
↗
February 01, 2024
Via
Benzinga
Phillips 66 Analysts Increase Their Forecasts Following Upbeat Earnings
↗
February 01, 2024
Phillips 66 (NYSE: PSX) reported better-than-expected fourth-quarter financial results on Wednesday.
Via
Benzinga
AT&T To Rally Around 19%? Here Are 10 Top Analyst Forecasts For Thursday
↗
February 01, 2024
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Via
Benzinga
Phillips 66's Earnings Outlook
↗
January 30, 2024
Via
Benzinga
(PSX) - Analyzing Phillips 66's Short Interest
↗
December 21, 2023
Via
Benzinga
Phillips 66's Options Frenzy: What You Need to Know
↗
December 18, 2023
Via
Benzinga
Phillips 66 (PSX) Q4 2023 Earnings Call Transcript
↗
January 31, 2024
PSX earnings call for the period ending December 31, 2023.
Via
The Motley Fool
Topics
Earnings
Nasdaq, S&P 500 Slip Ahead Of Fed Meeting, Regional Banks Sink After NYCB Disappoints: What's Driving Markets Wednesday?
↗
January 31, 2024
Nasdaq down 1.4%, S&P 500 down 0.9%, Dow up: Volatile day on Wall Street as tech stocks react to disappointing earnings ahead of Fed meeting.
Via
Benzinga
Topics
Economy
Stocks
Petroleum Refineries Major Phillips 66 Shares Are Up Today: Details
↗
January 31, 2024
Phillips 66 reports strong Q4 results, beating expectations with EPS of $3.09 and revenue of $38.74B. Plans to sell assets and return $13-15B to shareholders by 2024.
Via
Benzinga
Top 5 Energy Stocks That May Crash This Quarter
↗
January 31, 2024
As of Jan. 31, 2024, five stocks in the energy sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Via
Benzinga
Phillips 66 Delivers Strong 4Q 2023 Results, Advances Strategic Priorities
January 31, 2024
From
Phillips 66
Via
Business Wire
Fear & Greed Index Moves To 'Greed' Zone Ahead of Fed's Rate Decision
↗
January 31, 2024
The CNN Money Fear and Greed index showed some decline in the overall market sentiment, with the index moving to the "Greed" zone on Tuesday. U.S. stocks closed mixed on Tuesday, ahead of the Federal...
Via
Benzinga
Topics
Economy
Alphabet, Boeing And 3 Stocks To Watch Heading Into Wednesday
↗
January 31, 2024
With U.S. stock futures trading mostly lower this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Phillips 66 (NYSE: PSX) Climbs to New 52-Week High
January 26, 2024
Via
Investor Brand Network
Topics
Energy
Earnings Scheduled For January 31, 2024
↗
January 31, 2024
Companies Reporting Before The Bell • Novartis (NYSE:NVS) is likely to report quarterly earnings at $1.68 per share on revenue of $11.56 billion.
Via
Benzinga
Crude Comeback: 7 Oil Stocks Primed for a 2024 Rebound
↗
January 11, 2024
While the hydrocarbon sector basically stunk last year, shifting winds may favor the concept of rebounding oil stocks in 2024.
Via
InvestorPlace
The Top Performing Energy Stocks Of 2023
↗
January 10, 2024
The energy sector, which was the top-performing sector in the third quarter, pulled back in the fourth quarter.
Via
Talk Markets
Don't Miss These 3 Energy Stocks With Over 3% Dividend Yields From Wall Street's Most Accurate Analysts
↗
January 10, 2024
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high...
Via
Benzinga
Petroleum Refineries Company Phillips 66 Eyes Non-Core Asset Divestiture: Report
↗
January 05, 2024
Phillips 66 (NYSE: PSX) reportedly disclosed that it is in active discussions for the sale of its non-core assets. The management stated that there is no fixed timeline for such potential sales,...
Via
Benzinga
In 2024 The US Will Sell CITGO Petroleum And Pay Out Two Canadian Juniors
↗
December 29, 2023
A US court could give two Canadian junior stocks a total of US$2.5 billion in July 2024, from the sale proceeds of the CITGO gas station chain–which has almost 5000 retail outlets across the USA.
Via
Talk Markets
3 Magnificent High-Yield Dividend Stocks to Buy for 2024
↗
December 23, 2023
These three stocks have income and growth potential for next year and beyond.
Via
The Motley Fool
"Value" Funds See Big Inflow, Oil Continues To Bleed - ETF Winners And Losers: Mid-Cap Flows
↗
December 18, 2023
Via
Benzinga
Topics
ETFs
Phillips 66 to Speak at Goldman Sachs Energy, CleanTech & Utilities Conference
December 18, 2023
From
Phillips 66
Via
Business Wire
AM Best Affirms Credit Ratings of Spirit Insurance Company and Radius Insurance Company
December 15, 2023
From
AM Best
Via
Business Wire
3 Oil and Gas Stocks to Buy for High Dividends and Growth in December 2023
↗
December 14, 2023
Oil and gas stocks could have a record year as energy markets stabilize, and these three stocks offer growth and income opportunity.
Via
InvestorPlace
Phillips 66 to Announce Fourth-Quarter and Full-Year Financial Results
December 13, 2023
From
Phillips 66
Via
Business Wire
3 Dividend Stocks To Watch In A Volatile Energy Market
↗
December 09, 2023
Since the onset of the coronavirus pandemic, the market has witnessed wild swings in oil prices. This reflects that notorious volatility is an integral part of the energy sector.
Via
Talk Markets
Phillips 66 Unveils Ambitious $2.2B CapEx Plan For 2024 - Plans Massive Capital Injection For Refining And Midstream Projects
↗
December 08, 2023
Phillips 66 (NYSE: PSX) revealed its 2024 capital budget of $2.2 billion, including $923 million for sustaining capital and
Via
Benzinga
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