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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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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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The Logical-Invest Newsletter For March 2023
↗
March 01, 2023
After an excellent start in January 2023, February was a corrective month for most asset classes.
Via
Talk Markets
Key Events In EMEA For The Week Of Feb. 27
↗
February 25, 2023
For Hungary's rates-setting meeting next week, we expect no changes to be made. In the Czech Republic, we think the GDP report will confirm the previously-published flash estimate.
Via
Talk Markets
New Bull Market Or…?
↗
February 24, 2023
The whispers that we just might be in a new bull market in the S&P 500 have been growing louder and louder recently.
Via
Talk Markets
South Africa: Key Takeaways From The 2023 Budget
↗
February 24, 2023
South Africa’s budget announcement yesterday should offer at least some near-term comfort to investors.
Via
Talk Markets
NVDA Earnings Pop Helps Tech Lead And The S&P Hold The Line
↗
February 23, 2023
The market was on the verge of breaking key short-term support, but the opening gap following the earnings report from NVDA helped buoy the market.
Via
Talk Markets
Key Events In EMEA For The Week Of Feb. 20
↗
February 18, 2023
In Poland, the labor market is holding up well. In Turkey, we expect the Central Bank of Turkey to keep its policy rate unchanged at 9%.
Via
Talk Markets
Key Events In EMEA For The Week Of Feb. 6
↗
February 04, 2023
In the Czech Republic spikes in CPI are unlikely to influence the CNB's decision. In Hungary after a quite boring week, next week’s calendar will be action-packed.
Via
Talk Markets
Key Events In EMEA For The Week Of Jan. 23
↗
January 21, 2023
Further cooling in economic activity in Poland; in Hungary, no monetary policy pivot yet.
Via
Talk Markets
Key Events In EMEA For The Week Of Jan. 16
↗
January 14, 2023
In Poland, core inflation is expected to continue trending upwards to 11.7% year-on-year.
Via
Talk Markets
Key Events In EMEA For The Week Of Feb. 13
↗
February 11, 2023
The most important piece of data released in Hungary next week will be the fourth-quarter GDP. In Poland, we forecast that headline CPI inflation will increase to 18.1% year-on-year in December, due to...
Via
Talk Markets
Government Worsens Every Problem It Tries To Solve
↗
January 30, 2023
A weakening dollar will worsen the trade deficit. Fed is nowhere near victory in the inflation fight.
Via
Talk Markets
Global Stocks: Breaking Out?
↗
January 28, 2023
The S&P 500 is attempting to clear what has been an insurmountable trendline dating back to January 2022.
Via
Talk Markets
Key Events In EMEA For The Week Of Jan. 30
↗
January 28, 2023
The first Czech National Bank meeting of the year will take place on Thursday. The Board believes inflation expectations will remain anchored and that overall inflation will return to levels around 2%...
Via
Talk Markets
All Quiet (For Now) On The Western Front
↗
January 27, 2023
Next week certainly looks to offer plenty for markets to get their teeth into. Meanwhile, the war in Ukraine has also seemed to drop off the front pages in recent weeks.
Via
Talk Markets
5 Most-Loved ETFs Of Last Week
↗
January 24, 2023
Last week, ETFs pulled in $10 billion in capital. U.S. fixed-income ETFs led the way higher with $4.5 billion in inflows.
Via
Talk Markets
Last Week's Short-Term Uptrend Continues With Surprising Strength
↗
January 14, 2023
The short-term uptrend that started Jan. 6 appears set to continue. This is a powerful uptrend that has caught people off guard. However, the PMO index is now at the top of the range, which means that...
Via
Talk Markets
Q4-Q1 Rally Regains Its Mojo, Led By The Miners
↗
January 13, 2023
Copper and gold miners are leading the Q4-Q1 rally in broad asset markets.
Via
Talk Markets
Bullish Odds Improving With New Leadership
↗
January 07, 2023
After another report showing some improvement in inflation, the stock market reversed on Friday to post a weekly gain. There are signs of a bottoming.
Via
Talk Markets
The Dollar Jumps
↗
January 03, 2023
Market participants have returned from the New Year celebrations apparently with robust risk appetites. Equities and bonds are rallying, and the dollar has surged higher.
Via
Talk Markets
Key Events In Developed Markets, EMEA And Asia Next Week
↗
December 31, 2022
The New Year starts off with some key data releases. In the Eurozone, we expect inflation to drop below 10% due to base effects and declining oil prices.
Via
Talk Markets
5 Cheap Dividend ETFs To Buy And Hold For 2023
↗
December 25, 2022
This has been a terrible year for global markets. High inflation, rising rates, geopolitical tensions, and supply-chain woes due to the zero-Covid policy in China made matters most difficult this...
Via
Talk Markets
Major Trends For 2023
↗
December 24, 2022
Since this recession will likely end in late 2023 or early 2024, and the market will discount the economic upturn by 6–12 months, we think stocks can likely rally later in 2023.
Via
Talk Markets
Key Events In Developed Markets And EMEA For Week Of Dec. 19
↗
December 17, 2022
A flurry of central bank meetings in Central and Eastern Europe next week marks the last major events before the festive season gets underway.
Via
Talk Markets
Santa Or Grinch? Big Week Ahead As Volatility Expectations Soar
↗
December 12, 2022
The VIX rose today as S&P 500 finished over one-percent higher in the session. That's highly unusual, but fitting gave the slate of economic news and the FOMC meeting that is on tap this week.
Via
Talk Markets
Key Events In EMEA For The Week Of Dec. 12
↗
December 10, 2022
Inflation data is in focus next week. In Poland, core CPI grew to 11.3% year-on-year, and we see it peaking above 20% in February 2023.
Via
Talk Markets
“Buyers’ Strike” Stock Market (And Sentiment Results)…
↗
December 08, 2022
Managers are as scared of a recession today as they were in April 2020 and March 2009. While they were right to be scared, they were wrong to be in record cash as the stock market bottomed before the...
Via
Talk Markets
Bonds Catch A Bid As Stocks Sink
↗
December 07, 2022
US equity markets have gotten off to a very weak start to December with four consecutive declines to start the month, and futures on Wednesday pointing to a fifth straight day.
Via
Talk Markets
Weekly Market Pulse: Follow The Delphic Maxims
↗
December 05, 2022
As the yield curves continue to invert across more and more maturities, investors who haven’t acted yet feel an urgency to join the crowd in anticipating the recession that has defied the bears’...
Via
Talk Markets
U.S. Weekly FundFlows: Exchange-Traded Equity Funds Report First Weekly Outflow In Over Two Months
↗
December 02, 2022
During fund-flow week ended November 30, 2022, investors were overall net redeemers of fund assets for the first week in three, removing a net $4.7 billion.
Via
Talk Markets
As Interest Rates Rise And Central Bank Balance Sheets Shrink, The Possibility Of A Global Financial Crisis Has Increased
↗
November 28, 2022
There has been a worrying spread of monetary tightening around the world, particularly among the large, international trade-oriented economies.
Via
Talk Markets
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