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home
about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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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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Client Information
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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
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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Major Asset Classes October 2024 Performance Review
↗
November 01, 2024
Global markets suffered a broad-based downturn in October. For the first time since April, a majority of the major asset classes posted monthly losses, based on a set of ETF proxies.
Via
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Emerging Markets Stocks Tied With U.S. Equities Year To Date
↗
October 07, 2024
As rebounds go, the current revival in the fortunes of stocks in emerging markets surely ranks as one of the more impressive feats in recent history.
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Is It Time To Dump Stocks?
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September 07, 2024
In this week's video, we'll review the latest charts and data to help us answer the question,
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Major Asset Classes - August 2024 - Performance Review
↗
September 03, 2024
US real estate investment trusts led global markets higher for a second straight month in August, based on set of ETFs representing the major asset classes.
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The Top Stocks Politicians Are Buying and Selling This Week
↗
August 07, 2024
The latest trades from politicians this week involve AAPL, META, GOOGL, LRCX, MSI and two ETFs. Here's what you should know.
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Marjorie Taylor Greene Loves Vanguard ETFs; Here Are 4 She Bought in the First Half of 2024
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From growth opportunities to foreign markets, the Peach State representative is a lot more diversified after picking up these Vanguard ETFs.
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US Stocks Are Still Leading The Major Asset Classes In 2024
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June 24, 2024
There was a brief period earlier this year when US shares gave up the leadership crown to commodities, but American stocks have retaken the performance throne in June, based on a set of ETFs through...
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Major Asset Classes Performance Review - May 2024
↗
June 03, 2024
Global markets rebounded sharply in May, with the exception of commodities, based on a set of ETF proxies.
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Commodities And Stocks Are Driving Investment Returns In 2024
↗
May 13, 2024
April was a rough month for global markets, but commodities and stocks are still the performance leaders for the major asset classes this year, based on a set of ETFs.
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Marjorie Taylor Greene Reveals New Stock Trades After 2-Year Gap: Berkshire Hathway, Goldman Sachs And Microsoft Make The List — But Trump's DJT Doesn't
↗
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Greene's filing on Thursday marks her first periodic transaction report since June 2022, adhering to the "Stock Trading on Congressional Knowledge Act."
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National Debt Drama Deepens: Where To Stash Your Cash When The Fiscal Sky Falls
↗
April 02, 2024
U.S. government debt is reaching unsustainable levels, and the latest analysis points to an even more concerning future.
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Major Asset Classes Performance Review - March 2024
↗
April 01, 2024
The rally in global assets broadened in March, lifting nearly every slice of the major asset classes. The downside outlier: bonds in emerging markets. Otherwise, last month delivered a clean sweep of...
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5 Things You Need To Know About Vanguard ETFs: Why There's No Bitcoin ETF In Their Lineup?
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March 14, 2024
Vanguard is a leader in ETFs, known for stability and low costs. Despite its impressive portfolio, it does not offer a Bitcoin ETF.
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Here Are the "Magnificent Seven" ETFs to Buy in 2024 – Which Is Best for You?
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March 12, 2024
These are the seven largest index funds in the market, and could provide maintenance-free returns for decades.
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Major Asset Classes February 2024 Performance Review
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March 01, 2024
Stock markets around the world led returns for the major asset classes in February, topped by US shares, based on a set of ETFs.
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US Stock Market At Record While Drawdowns Prevail Elsewhere
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January 22, 2024
Wall Street celebrated on Friday when the S&P 500 Index, the most popular benchmark of US shares, closed at a record high for the first time in more than two years.
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These Developed Markets Outside US Are Getting Bullish: Here's What VEA ETF Technical Chart Shows
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January 08, 2024
The VEA ETF forms a Golden Cross giving hope to investors in developed markets for a bullish price trend ahead.
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S&P 500 Stuck In 4600-4800 Limbo For 2024? Wells Fargo Pinpoints 3 'Favored Sectors' For Next Year
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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
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US ETFs Surpass $8 Trillion In Assets: Top 10 Funds Holding Over $100B Each
↗
December 19, 2023
US ETFs surpass $8 trillion AUM, US stock & bond markets rally & investors pour in fresh capital, setting record highs & strong growth for 2023.
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All Major Asset Classes (Except Commodities) Set For 2023 Gains
↗
December 11, 2023
With just three weeks left to the year, nearly all corners of global markets are on track to post gains for 2023, based on a set of index ETFs. The US stock market is still leading the field by a wide...
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Will US Stocks Lead Again In 2024? Big-Tech Has The Answer
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November 27, 2023
Market-cap-weighted equities in the US space, which are dominated by big-tech, are far and away the year-to-date leader, based on a set of ETFs.
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Globally Diversified Portfolios On Track For Solid 2023 Gain
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November 13, 2023
On paper, the set-up sounds toxic. An ongoing war on Europe’s eastern border, a new conflict in the Middle East that could turn into a regional battle, and sharply higher interest rates to combat...
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US Stocks Still Lead Global Assets In 2023
↗
October 16, 2023
This year’s performance premium for American shares remains hefty vs. the rest of the major asset classes.
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Will US Stock Market’s Outsized Leadership Persist In Q4?
↗
October 09, 2023
American shares have been the upside outlier for performance leadership for much of the year for the major asset classes, based on set of proxy ETFs through Friday’s close, Oct. 6.
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Major Asset Classes: September 2023 - Performance Review
↗
October 02, 2023
Commodities and cash continued to top the monthly performance tables in September for the major asset classes. Also on display for a second straight month: widespread losses elsewhere for global...
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Will US Stocks Continue To Outperform Global Markets This Year?
↗
September 25, 2023
Market sentiment is turning cautious as several risk factors come into focus for the fourth quarter.
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US Stocks Still Lead Global Markets By Wide Margin In 2023
↗
September 18, 2023
It’s been a strong year for American equities. Although US shares have been trading in a tight range recently, the market is holding on to the bulk of its robust year-to-date gain in 2023.
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US Stocks Still Lead Global Markets In 2023 By Wide Margin
↗
August 07, 2023
Markets around the world took a hit last week, but American shares are still the clear performance leader for the major asset classes year to date, based on a set of ETFs.
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July Performance Review Of Major Asset Classes
↗
August 01, 2023
Most of the major asset classes continued to rally in July, led by a surge in commodities, based on a set of ETFs. US bonds, by contrast, remained the outlier, posting a third straight monthly loss.
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US Stocks Lead Global Markets In 2023 As Various Risks Simmer
↗
July 24, 2023
American shares remain firmly in the lead for the major asset classes year to date, based on a set of ETF proxies.
Via
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