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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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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)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Clorox Stock In Focus After Q2 Earnings Beat, Raised EPS Outlook: Retail Stays Bullish
↗
February 04, 2025
The company posted earnings per share of $1.55, beating estimates of $1.40
Via
Stocktwits
Topics
Earnings
Tyson Foods Stock Get A Boost With Strong Q1 Earnings, Rising Chicken Demand From Diet-Focused Consumers: Retail Sentiment Brightens
↗
February 04, 2025
Sentiment on Stocktwits improved to ‘extremely bullish’ from ‘bullish’ a day ago.
Via
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Market Rotation Ahead? Why Value Stocks May Outshine Big Tech
February 03, 2025
As the value stocks spread to growth stocks reach a cyclical low, it becomes clear for investors where opportunities might be found.
Via
MarketBeat
Topics
ETFs
Leading And Lagging Sectors For February 3, 2025
↗
February 03, 2025
Via
Benzinga
Fed's Favorite Inflation Gauge Rises As Predicted, Consumer Spending Jumps At Fastest Pace In 9 Months
↗
January 31, 2025
PCE inflation rises 2.7% y/y, exceeding forecasts. Core PCE holds at 2.8%. Fed raises 2025 inflation outlook. Dollar and Treasury yields increase.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For January 31, 2025
↗
January 31, 2025
Via
Benzinga
Walgreens Stock Slips After Dividend Suspension: Retail’s Bearish
↗
January 31, 2025
The change in capital allocation should strengthen WBA’s balance sheet, the company said.
Via
Stocktwits
How We Can Trade On GDP
↗
January 30, 2025
What we got today, of course, was advance GPD, which is the earliest measure and also the most likely to provoke a reaction in stocks.
Via
Talk Markets
Topics
Commodities
Futures
Stocks / Equities
Kimberly-Clark Stock Slips After Q4 Profit Misses Estimates: Retail's Bullish
↗
January 29, 2025
Sentiment on Stocktwits improved to ‘bullish’ from ‘neutral’ a day ago.
Via
Stocktwits
Tech Rebounds After Black Monday, Nvidia Rallies 6%, GM Plummets: What's Driving Markets Tuesday?
↗
January 28, 2025
Tech stocks attempted a rebound after Monday's devastating crash triggered by DeepSeek, as investors show interest in dip-buying the hardest-hit names.
Via
Benzinga
3 Consumer Stocks Call Option Traders Are Betting Big On
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Call option traders have recently focused their attention on these consumer stocks, leaving investors with a strong thesis to support.
Via
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Leading And Lagging Sectors For January 28, 2025
↗
January 28, 2025
Via
Benzinga
Why DeepSeek Just Deep-Sixed U.S. AI Stocks
↗
January 27, 2025
AI has been revolutionary and has transformative potential, but its reliance on infrastructure is a hurdle on the road to almost-guaranteed profits for investors.
Via
Talk Markets
Topics
Artificial Intelligence
Stocks / Equities
Tech Stocks Tumble On AI Nightmare, Nvidia Eyes Worst Day Since March 2020, Bitcoin Drops Below $100,000: What's Driving Markets Monday?
↗
January 27, 2025
A wild selloff rattled tech stocks on Monday, striking at the heart of AI optimism as China’s DeepSeek startup unveiled an open-source large language model platform that outperforms OpenAI’s ChatGPT at...
Via
Benzinga
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Artificial Intelligence
Leading And Lagging Sectors For January 27, 2025
↗
January 27, 2025
Via
Benzinga
The New Administration Took Over, What Changed?
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January 26, 2025
It’s been a volatile start to the year, with an abundance of expectations placed on what the new administration would do in its first weeks, days, and even hours of power. So, what changed?
Via
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Topics
Bonds
ETFs
Stocks / Equities
Leading And Lagging Sectors For January 24, 2025
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January 24, 2025
Via
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McCormick Stock Heats Up On Q4 Earnings Beat: Retail Mood Brightens
↗
January 24, 2025
Adjusted earnings per share came in at $0.80, beating analyst estimates of $0.77.
Via
Stocktwits
Walmart Boosts Regional Manager Pay As Retailers Struggle To Find Leaders
↗
January 23, 2025
Walmart raises bonuses and stock awards for regional store managers to up to $600,000 as employers struggle to fill roles, while reducing perks for office staff.
Via
Benzinga
Leading And Lagging Sectors For January 23, 2025
↗
January 23, 2025
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Procter & Gamble Stock Surges On Q2 Earnings Beat: Retail Cheers
↗
January 23, 2025
Earnings per share came in at $1.88, above the $1.86 that Wall Street analysts expected
Via
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Leading And Lagging Sectors For January 22, 2025
↗
January 22, 2025
Via
Benzinga
Dollar General Stock In Focus Amid Reports Of Layoffs, Price Target Cut: Retail’s Cautious
↗
January 22, 2025
Sentiment on Stocktwits turned ‘neutral’ from ‘extremely bearish’ a week ago.
Via
Stocktwits
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Workforce
Procter & Gamble Q2 Earnings Preview: Can Strong Report Bring Consumer Staples Stocks Back To Life?
↗
January 21, 2025
A look at key earnings estimates for Procter & Gamble's second-quarter financial results.
Via
Benzinga
Leading And Lagging Sectors For January 21, 2025
↗
January 21, 2025
Via
Benzinga
Procter & Gamble Stock In Focus Ahead of Q2 Earnings: Retail Sentiment Slips
↗
January 21, 2025
Wall Street analysts expect the company to post about $1.86 in earnings per share on revenues of $21.57 billion.
Via
Stocktwits
Pepsi Stock In Focus As FTC Sues Consumer Giant For Alleged Price Discrimination: Retail’s Cautious
↗
January 20, 2025
Sentiment on Stocktwits was ‘neutral’ compared to ‘bullish’ a week ago.
Via
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Lawsuit
Leading And Lagging Sectors For January 20, 2025
↗
January 20, 2025
Via
Benzinga
Are New All-Time Highs Coming In Stocks?
↗
January 18, 2025
In this week's video, we'll review the latest charts and data to help us answer the question, are new all-time highs coming in stocks?
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Philip Morris Stock Rises On FDA Approval For Zyn Nicotine Pouches: Retail’s Upbeat
↗
January 17, 2025
According to the agency, the pouches could even benefit cigarette smokers by helping them quit.
Via
Stocktwits
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