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Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Vanguard Total Stock Market ETF
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335.81
+1.73 (+0.52%)
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Updated: 3:55 PM EDT, Oct 31, 2025
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Tesla Ropes In Former Exec Of GM’s Failed Self-Driving Unit As Head Of Autonomy
June 27, 2025
According to Kuang’s LinkedIn profile, he joined Tesla in Palo Alto, California, in May. The engineer was previously the senior director and head of autonomy at General Motors’ (GM) failed self-driving...
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Cineverse Stock Soars As Terrifier 3 Lifts Q4 Revenue: Retail Optimism Abounds
June 27, 2025
Cineverse Q4 revenue jumped 58% to $15.6 million, driven by Terrifier 3, with EPS and EBITDA exceeding expectations.
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Government
Apple, Google Warned To Remove DeepSeek From App Stores In Germany
June 27, 2025
Germany has asked Apple and Google to remove Chinese AI app DeepSeek over data privacy concerns, citing illegal data transfers to China.
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Law Enforcement
Apple Tweaks App Store Rules To Satisfy EU — But New Developer Fees Spark ‘Unlawful’ Outcry From Epic CEO
June 27, 2025
The tech giant announced new business terms for App Store apps that facilitate and promote transactions for digital goods or services.
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Walmart To Close Sam's Club Warehouse In Texas, Affecting Over 100 Staff
June 26, 2025
The move comes as Walmart upgrades its e-commerce operations to accelerate delivery times and better compete with Amazon.
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Nike Sees 'Clear Path To Recovery Ahead' After Q4 Beat, Stock Surges After-Hours
June 26, 2025
The sportswear giant forecast fiscal first-quarter revenue above expectations but warned it still faces significant exposure to tariffs.
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Benchmark Hikes Tesla Price Target To $475, Says EV Maker Has Advantages Over Waymo In Robotaxi Segment
June 26, 2025
The new price target represents a 45% upside to the stock’s closing price on Wednesday and follows the EV maker’s successful pilot launch of its robotaxis in Austin over the weekend.
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Meta Reportedly Eyes Voice AI Future With PlayAI Acquisition Talk
June 26, 2025
Meta is reportedly in talks to acquire voice AI startup PlayAI, aiming to boost its AI capabilities further.
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Artificial Intelligence
Rivian Lays Off 1% Workforce As It Gears Up For R2 Production Early Next Year: Report
June 26, 2025
TechCrunch reported on Thursday that the employees who were let go were mostly part of the company’s manufacturing team.
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Workforce
Tesla Senior Executive And Elon Musk Confidant Omead Afshar Leaves EV Giant Amid Dropping Sales, Days After Robotaxi Launch: Report
June 26, 2025
Afshar was promoted last year to oversee sales and manufacturing operations in North America and Europe. He previously worked in the office of the CEO.
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Artificial Intelligence
Salesforce CEO Says AI Now Handles Half Of The Company’s Workload: Retail Remains Skeptical
June 26, 2025
Salesforce CEO Marc Binioff stated that AI now performs up to half the company’s workload and has helped it reduce hiring costs.
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Artificial Intelligence
Rocket Lab Stock Soars To Record High On First-Ever ESA Contract To Launch Low-Earth Navigation Satellites
June 26, 2025
As a part of the mission, Rocket Lab has been roped in to deploy the first pair of satellites to test the ESA’s proposed future low Earth orbit positioning, navigation, and timing constellation.
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Government
Palantir AI Program To Speed Up Nuclear Reactor Construction In New Partnership – Retail Stays Neutral
June 26, 2025
The NOS is an AI-driven platform designed by Palantir to accelerate nuclear plant construction by enhancing efficiency, reducing delays, and streamlining compliance through real-time data.
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Artificial Intelligence
Economy
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Altimmune Stock Plummets After Mixed Results In Liver Disease Trial: Retail Sees ‘Nothing Of Substance’ To Start A Position
June 26, 2025
Up to 59.1% patients enrolled in the study achieved metabolic dysfunction-associated steatohepatitis resolution without worsening of fibrosis at 24 weeks, as compared to merely 19.1% for placebo.
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Micron Stock On Track To Hit Year High After Q3 Earnings Beat Sparks Wave Of Price Target Hikes
June 26, 2025
Wall Street has gotten more bullish on Micron’s stock after its Q3 results, citing AI-chip demand fueled by data center growth and improved margins as key performance drivers.
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Earnings
JetBlue’s Second-Largest Investor Reportedly Eyes Exit Over Airline’s Poor Performance
June 26, 2025
JetBlue’s investor known for profiting from the GameStop meme stock saga, Vladimir Galkin, may sell his $212 million stake if the airline’s cost-cutting and turnaround plan fails to show results amid...
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Trump Organization’s T1 Phone Quietly Scrubs ‘Made in USA’ Claims, Origin Now Unclear
June 26, 2025
The original tagline of the T1 Phone, which read, “Our MADE IN THE USA ‘T1 Phone’ is available for pre-order now,” has been removed from the Trump Mobile website.
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Government
World Trade
General Motors Recalls Over 62,000 Silverado Trucks In US Over Fire Concerns
June 26, 2025
NHTSA said that owners are advised to park outside and away from structures until repair is complete.
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Supply Chain
Super Micro Rally: Retail Traders Stay Bullish Even As Analyst Flags Growth Doubts, Rival Pressures
June 26, 2025
Analysts at the firm said the company may have set “too high” expectations for the fiscal year 2026, even as the overall end market appears to be decelerating and competitive pressure heats up.
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Artificial Intelligence
Ulta Beauty Names Interim CFO After Paula Oyibo’s Sudden Exit — Retail Investors Watch Warily
June 26, 2025
The company also reaffirmed its annual comparable sales growth target of up to 1.5% and earnings per share forecast of between $22.65 and $23.20.
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Yum Brands Stock Gets A Double Boost: JPMorgan Follows Goldman's Bullish Take With 'Outperform' Upgrade
June 26, 2025
The research firm noted the KFC operator's strong projected unit growth, cash flow, and momentum for Taco Bell.
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World Trade
Retail Investors Optimistic Ahead Of Nike's Q4 Report: Forecast, Revival Efforts Key
June 25, 2025
Analysts largely view the last quarter as the lowest point for the business, with expectations of improvement ahead as the company's turnaround efforts start to gain traction.
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Government
‘AI-Driven Memory Demand’ Powers Micron’s Q3 Outperformance: Stock Shows Muted Gains, But Retail Optimism Grows
June 25, 2025
The company’s data center revenue more than doubled year-over-year and reached a quarterly record, and consumer-oriented end markets had strong sequential growth.
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Artificial Intelligence
Hewlett Packard Enterprise Launches Server Line-Up With AMD Chips, But Retail’s Unimpressed
June 25, 2025
HPE unveiled new Gen12 servers with AMD chips, doubling memory, enhancing security, and cutting costs.
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Artificial Intelligence
Google Launches Gemini CLI To Simplify Coding With AI: Retail Stays Confident
June 25, 2025
Gemini CLI is an AI-powered coding assistant that simplifies development with natural language. It's open source, widely accessible, and supports extensive daily usage.
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Artificial Intelligence
Sarepta Stock Slumps After FDA Opens Probe Into Patient Death, Analyst Sounds Alarm
June 25, 2025
H.C. Wainwright reiterated a ‘Sell’ rating on Sarepta on Wednesday with a $10 price target. The firm views the FDA as a potential headwind for Sarepta now.
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Artificial Intelligence
Death
Intel Reportedly Shutting Down Auto Arm, Laying Off Most Employees Amid Ongoing Cost-Cutting Drive
June 25, 2025
Intel (INTC) is reportedly shutting down its automotive unit and will lay off most employees in that segment, the company told staff in an internal message.
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Artificial Intelligence
Workforce
Apple Reportedly Plans Fix For App Store Woes With EU Ultimatum Looming
June 25, 2025
Apple has proposed App Store changes to avoid further EU penalties after a €500M fine, aiming to comply with the Digital Markets Act and ease developer restrictions outside its ecosystem.
Via
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Artificial Intelligence
Sonim Technologies Stock Surges On AI Merger Plans With HPC Firm: Retail Turns Optimistic
June 25, 2025
Shareholders of the AI infrastructure company would control a majority interest in the combined organization, while Sonim investors would retain equity worth approximately $17.5 million.
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Artificial Intelligence
Gilead Sciences Signs $750M Deal For Cancer Drug With Kymera Therapeutics, Predicts Hit To Its Annual Profit
June 25, 2025
Under the terms of the agreement, Kymera is eligible to receive up to $750 million in total payments, including up to $85 million in upfront and potential option exercise payments.
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