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Brochure Supplement Dominick Savo
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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)
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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
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
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard FTSE Emerging Markets ETF
(NY:
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Updated: 8:00 PM EDT, Apr 17, 2026
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Global Markets Recovered Some Of February’s Losses Last Week
↗
March 06, 2023
Repair and recovery were on display last week as the major asset classes clawed back some of the across-the-board losses in February.
Via
Talk Markets
Major Asset Classes, Performance Review - February 2023
↗
March 01, 2023
After starting the new year with roaring gains, global markets whimpered in February, posting across-the-board losses, based on a set of proxy ETFs.
Via
Talk Markets
Foreign Stocks Continue To Rally As US Shares Retreat
↗
January 23, 2023
Diversifying into equities ex-US has been a disappointment in recent years, but January suggests the tide may be turning in favor global investing strategies.
Via
Talk Markets
7 of the Hottest ETFs to Buy for 2023
↗
January 12, 2023
With so many variables likely ahead in the new year, investors may want to mitigate risk while enjoying upside with the hottest ETFs to buy.
Via
InvestorPlace
Global Markets Rally In First Trading Week Of 2023
↗
January 09, 2023
Nearly all the major asset classes posted solid gains in the kickoff to the new year, based on a set of proxy ETFs. The lone exception: commodities.
Via
Talk Markets
Desperately Seeking Yield - Tuesday, Dec. 20
↗
December 20, 2022
Markets continue to fall and trailing yields continue to rise. The inverse relationship, in theory, presents yield-hungry investors with enhanced opportunity.
Via
Talk Markets
Emerging Markets Stocks Top Last Week’s Rebound For Risk Assets
↗
December 05, 2022
Stocks in emerging markets extended their recent recovery and posted the strongest gain in a wide-ranging bounce for the major asset classes.
Via
Talk Markets
Major Asset Classes November 2022 Performance Review
↗
December 01, 2022
The rebound in global markets strengthened and broadened in November, building on October’s rebound. Only commodities lost ground last month.
Via
Talk Markets
Stocks In Developed Markets Ex-US Roared Higher Last Week
↗
November 28, 2022
This year’s selling looked excessive in developed-market shares ex-US and so the crowd continued to snap up stocks in this bucket during last week.
Via
Talk Markets
The Best Way to Invest in Emerging Markets Just Got Even Better
↗
November 27, 2022
Naspers/Prosus' half-year update had lots to like.
Via
The Motley Fool
Inflation-Indexed Bonds Ex-US Led Global Markets Last Week
↗
November 21, 2022
As markets continue to grapple with various macro risks, government bonds indexed to inflation ex-US extended their recent rally and posted the strongest gain last week for the major asset classes,...
Via
Talk Markets
Rebound In Global Markets Turned Mixed Last Week
↗
November 07, 2022
The recent rally in global markets thinned out last week as commodities and foreign stocks rose while US assets retreated, based on a set of ETF proxies.
Via
Talk Markets
November Total Return Forecasts: Major Asset Classes
↗
November 02, 2022
Expected long-run returns for most of the major asset classes continue to look relatively attractive after this year’s market declines.
Via
Talk Markets
Major Asset Classes - October 2022 - Performance Review
↗
November 01, 2022
Most markets around the world rebounded in October, reversing some of the losses that have dominated the major asset classes for much of the year to date, based on a set of proxy ETFs.
Via
Talk Markets
Most Global Markets Extend Rebound For Second Week
↗
October 31, 2022
For a second week in a row, the major asset classes rallied, with a notable exception: stocks in emerging markets. Otherwise, risk assets continued to recover in the trading week through Friday, Oct....
Via
Talk Markets
Last Week’s Upside Outlier: US Inflation-Linked Treasuries
↗
October 17, 2022
US government bonds offering inflation hedging provided the only positive return for the major asset classes in last week’s trading through Friday, Oct. 14, based on a set of proxy ETFs.
Via
Talk Markets
Global Exposure: Value Or Value Trap?
↗
October 08, 2022
I thought 2022 would be the year that foreign stocks would outperform. However, what started out as a value year for stocks has turned into a lousy year for all stocks (growth and value), with foreign...
Via
Talk Markets
Desperately Seeking Yield - Friday, Sept. 16
↗
September 16, 2022
The dark side of rising interest rates is conspicuous near and far, but there’s also a bright side: higher yields, which are a byproduct of risk assets that take a beating in price, which in turn lifts...
Via
Talk Markets
Majority Of Major Asset Classes Recovered Last Week
↗
September 12, 2022
Most risk assets bounced in the trading week through Friday’s close (Sep. 9), based on a set of proxy ETFs that collectively represent the primary asset classes. Confidence that the bounce has legs is...
Via
Talk Markets
September Total Return Forecasts: Major Asset Classes
↗
September 06, 2022
As financial markets sink, the relative allure of expected returns rises.
Via
Talk Markets
Major Asset Classes August 2022 Performance Review
↗
September 05, 2022
The summer’s over and it looks like the summer rally is history, too.
Via
Talk Markets
Major Asset Classes July 2022 Performance Review
↗
August 01, 2022
The majority of the major asset classes rebounded in July, providing relief from an extended run of red ink, based on a set of proxy ETFs.
Via
Talk Markets
Is Leadership For US Equities Vulnerable In A High-Risk World?
↗
July 13, 2022
The performance edge for American stocks is no longer absolute, at least so far 2022. Hard times have arrived for equities generally.
Via
Talk Markets
US Stocks Rose Last Week Amid Widespread Losses Elsewhere
↗
July 11, 2022
American shares continue to trade in a tight range, posting a modest gain last week. But for most global markets, the trading week through Friday, July 8, delivered losses, based on a set of ETFs.
Via
Talk Markets
Ray Dalio’s Bridgewater Is a Huge Winner in 2022. He’s Betting Big on These 5 Stocks.
↗
July 06, 2022
Legendary fund manager and billionaire Ray Dalio is having an excellent year. His flagship fund, Pure Alpha II, has returned 32%
Via
InvestorPlace
June 2022 Performance Review - Major Asset Classes
↗
July 02, 2022
As risk-off messages go, the markets couldn’t be any clearer in June. Losses weighed on every slice of the major asset classes.
Via
Talk Markets
The 7 Best Vanguard ETFs to Buy in July 2022
↗
July 01, 2022
Presenting an opportunity to invest across a wide canvas of opportunities, these are the best Vanguard ETFs to buy in July.
Via
InvestorPlace
Emerging Market Investing: Does It Make Sense?
↗
June 18, 2022
The biggest driver of investment results typically boils down to a boring discussion of the simple math.
Via
Talk Markets
The 7 Best Stocks to Buy in a Bear Market
↗
June 16, 2022
Wondering which stocks to buy in a bear market? Here are the top picks to protect your portfolio as markets tumble.
Via
InvestorPlace
Billionaire Ray Dalio Says ‘Cash Is Trash.’ Here’s Where He’s Putting His Money Instead.
↗
June 01, 2022
Ray Dalio has held his ground that "cash is trash." Instead, he recommends real assets, which include land, commodities and real estate.
Via
InvestorPlace
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