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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
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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Total Asset Fund (TAF)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Chevron Stock In Spotlight As Oil Major Plans To Lay Off Up To 20% Workforce: Retail’s Bearish
↗
February 13, 2025
The company said the workforce reduction would begin in 2025 and be mostly complete before the end of 2026.
Via
Stocktwits
Leading And Lagging Sectors For February 13, 2025
↗
February 13, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, Feb 12
↗
February 13, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, February 12.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Trump-Putin 'Highly Productive' Call Sparks Oil Sell-Off As Investors Eye Geopolitical De-Escalation
↗
February 12, 2025
Via
Benzinga
Stocks Trim Losses After Hot Inflation, Bonds Remain Pressured, Tesla Rebounds: What's Driving Markets Wednesday?
↗
February 12, 2025
A hotter-than-expected inflation report initially rattled markets on Wednesday morning, but investors found confidence to buy the dip, helping major indexes recover most losses by midday trading in New...
Via
Benzinga
Topics
Economy
Inflation Spike Sparks Dollar Rally: Yields Jump, Bitcoin And Stocks Slide As Interest Rate Cut Doubts Grow
↗
February 12, 2025
A hotter-than-expected January inflation report triggered sharp market reactions in early trading Wednesday, as investors dialed back their expectations for Federal Reserve rate cuts.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For February 12, 2025
↗
February 12, 2025
Via
Benzinga
Beginnings And Blends: S&P 500 Sector Performance In The New Year
↗
February 11, 2025
No matter how vast the index landscape becomes, sectors remain central to the conversation.
Via
Talk Markets
Topics
Stocks
Stocks / Equities
Phillips 66 Stock Gains Premarket On Reports Of Elliott Acquiring Stake: Retail Turns Exuberant
↗
February 11, 2025
On Monday, the Wall Street Journal reported that Elliott would push the company to sell or spin off its midstream business.
Via
Stocktwits
Leading And Lagging Sectors For February 11, 2025
↗
February 11, 2025
Via
Benzinga
US Stocks Dip As Powell Stays Cautious, Intel Climbs, Tesla Sinks To 11-Week Low: What's Driving Markets Tuesday?
↗
February 11, 2025
U.S.
Via
Benzinga
SPDR ETF Report For Monday, Feb. 10
↗
February 10, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, February 10.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Oil Prices, Energy Stocks Jump As Gaza Ceasefire Risks Collapse On Rising Hamas-Israel Tensions
↗
February 10, 2025
Oil prices surge as geopolitical risks rise due to ceasefire breakdown in Gaza. US energy stocks and Trump's Gaza strategy also in focus.
Via
Benzinga
Topics
Government
Tech Stocks Surge, Steelmakers Jump On Trump's 25% Tariffs, Copper Hits 9-Month Highs: What's Driving Markets Monday?
↗
February 10, 2025
Wall Street bounced back on Monday, recovering from Friday's robust decline fueled by tariff concerns, as investors remained focused on strong earnings from the fourth-quarter reporting season while...
Via
Benzinga
Topics
Government
World Trade
ConocoPhillips Stock Gets Downgrade, Price Target Cut By Raymond James: Retail’s Unimpressed
↗
February 10, 2025
According to TheFly, Raymond James reduced the price target of the oil producer’s stock to $124 from $157.
Via
Stocktwits
Leading And Lagging Sectors For February 10, 2025
↗
February 10, 2025
Via
Benzinga
SPDR ETF Report For Sunday, Feb. 9
↗
February 09, 2025
In this video, I review the movements seen in various SPDR ETFs. I also discuss the impact of the recent tariff threats by President Trump.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
World Trade
Consumers Are Driving Investors Crazy
↗
February 09, 2025
2025 is going to drive a lot of investors crazy due to frustrating market behavior and fear. The fear will be real because the source of frustration will be grounded in you, the consumer. It’s already...
Via
Talk Markets
Topics
ETFs
Prudent Selling Based On Inflation Or An Overreaction?
↗
February 07, 2025
In this week's video, we'll review the latest charts and data help us answer the question, prudent selling based on inflation fears or an overreaction?
Via
Talk Markets
Topics
ETFs
Economy
Stocks / Equities
These 5 Charts Explain The Current Earnings Outlook
↗
February 07, 2025
The expectation is that aggregate 2025 earnings of $2.352 trillion will be up +13.5% from the $2.072 trillion in 2024. This would follow the +7.5% earnings growth in 2024.
Via
Talk Markets
Topics
Stocks / Equities
Time For A Strategic Shift
↗
February 07, 2025
When it comes to the political factors that will likely determine the ups and downs of the market this year and beyond.
Via
Talk Markets
Topics
Stocks / Equities
Wall Street Drops On Tariffs Threat, Dollar Rises, Uber Rockets On Ackman's Tweet: What's Driving Markets Friday?
↗
February 07, 2025
Wall Street slumped into negative territory late in the week as renewed fears over inflation and trade tariffs eroded risk appetite.
Via
Benzinga
Topics
Economy
World Trade
Leading And Lagging Sectors For February 7, 2025
↗
February 07, 2025
Via
Benzinga
SPDR ETF Report For Thursday, Feb 6
↗
February 06, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, February 6.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Oil Prices Trim Losses As Department Of Treasury Issues Sanctions On Iran's Crude Shipments To China
↗
February 06, 2025
Oil prices recover from early losses as U.S. targets Iran's oil network for funding nuclear program and supporting proxy groups. Market volatility rises.
Via
Benzinga
ConocoPhillips Tops Q4 Earnings On Strong Oil Production: Retail’s Unswayed
↗
February 06, 2025
On an adjusted basis, the company reported a net income of $2.4 billion, or $1.98 per share, for the three months ended Dec. 31, compared with a Wall Street estimate of $1.83 per share.
Via
Stocktwits
Stocks Edge Higher, Bank Giants Rally, Palantir Skyrockets: What's Driving Markets Thursday?
↗
February 06, 2025
It's a mixed session on Wall Street, with major indices struggling for direction as investors hold their breath ahead of a key jobs report set for Friday morning. The S&P 500 and the Nasdaq 100 edged...
Via
Benzinga
Topics
Stocks
Leading And Lagging Sectors For February 6, 2025
↗
February 06, 2025
Via
Benzinga
SPDR ETF Report For Wednesday, Feb 5
↗
February 06, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, February 5.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Stocks Rebound, Google Eyes Worst Drop In A Year, Gold Shatters Fresh Records: What's Driving Markets Wednesday?
↗
February 05, 2025
Wall Street rose on Wednesday, with all major equity indices advancing as investors assessed the latest batch of corporate earnings and drew optimism from positive labor market data.
Via
Benzinga
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