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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
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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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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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
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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MVS
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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Citigroup
(NY:
C
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144.98
+1.39 (+0.97%)
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Updated: 7:00 PM EDT, Jun 25, 2026
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Fraser’s Vision Vindicated: Citigroup Shares Rise as M&A Fees Rocket 84% in Q4 Turning Point
January 14, 2026
Citigroup (NYSE: C) delivered a commanding performance in its fourth-quarter 2025 earnings report, signaling a definitive rebound in dealmaking activity and the successful maturation of CEO Jane...
Via
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The Unshackled Stagecoach: Wells Fargo’s Aggressive Pivot Into 2026
January 14, 2026
For nearly a decade, Wells Fargo & Company (NYSE: WFC) stood as the cautionary tale of American banking—a once-venerated institution crippled by self-inflicted scandals and unprecedented regulatory...
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Finterra
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Citigroup Inc (NYSE:C) Reports Mixed Q4 2025 Results with Earnings Beat and Revenue Miss
↗
January 14, 2026
Via
Chartmill
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Earnings
Bank of America (BAC) Deep-Dive: Navigating the 2026 Financial Landscape
January 14, 2026
As of January 14, 2026, Bank of America Corporation (NYSE: BAC) stands as a critical barometer for the health of the United States economy. With a market capitalization exceeding $430 billion, it is...
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Finterra
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The Resurrection of Citigroup — Navigating the “Great Simplification” in 2026
January 14, 2026
As of early 2026, Citigroup Inc. (NYSE: C) stands at a historic crossroads. Long considered the "problem child" of the American "Big Four" banks—a global behemoth bogged down by complexity, regulatory...
Via
Finterra
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The Fortress of Finance: A Deep-Dive into JPMorgan Chase & Co. (JPM) in 2026
January 14, 2026
Today’s Date: January 14, 2026 Introduction In the world of global finance, few institutions command the same gravity as JPMorgan Chase & Co. (NYSE: JPM). As of January 2026, the firm stands not just...
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Finterra
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Artificial Intelligence
Credit Cards
Economy
WFC Stock Sees Red In Pre-Market As Investors Weigh Revenue Miss Against Improving Growth Signals
↗
January 14, 2026
Wells Fargo’s fourth-quarter revenue of $21.29 billion fell short of Wall Street estimates of $21.68 billion, according to Fiscal.ai data.
Via
Stocktwits
Topics
Credit Cards
Citigroup Reports Fourth Quarter and Full-Year 2025 Results
January 14, 2026
From
Citigroup
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BAC Stock Gains On Bullish Q4 Print – Guides For Mid-Single Digit NII Growth In FY26
↗
January 14, 2026
Bank of America delivered a stronger-than-expected fourth quarter, with revenue of $28.4 billion topping Wall Street forecasts of $27.7 billion, according to Fiscal.ai
Via
Stocktwits
Bank Of America Heads Into Earnings With A New Risk On The Table: Credit Card Interest Rate Cap
↗
January 14, 2026
Bank of America’s fourth quarter results will provide an understanding on how consumers are withholding given the current macro uncertainty.
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Stocktwits
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Artificial Intelligence
Credit Cards
Economy
Bank of America, Citigroup And 3 Stocks To Watch Heading Into Wednesday
↗
January 14, 2026
Via
Benzinga
Nasdaq, S&P 500 Futures Tread Water As PPI Data, Tariff Ruling Loom: Why TSLA, NVDA, BAC, AMZN, NFLX Are On Traders' Radar Today
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January 14, 2026
Retail sentiment on Stocktwits turned bearish on SPY, even as optimism around QQQ held firm.
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Palantir Stock Investors Just Got Great News From Wall Street
↗
January 14, 2026
Several Wall Street analysts have upwardly revised their earnings estimates and target prices on Palantir.
Via
The Motley Fool
Topics
Artificial Intelligence
Mixed Signals at the Fortress: JPMorgan Beats Q4 Estimates But Cautious Outlook Dampens Market Enthusiasm
January 13, 2026
JPMorgan Chase & Co. (NYSE: JPM) kicked off the fourth-quarter 2025 earnings season on Tuesday, January 13, 2026, delivering a performance that surpassed analyst expectations on both the top and bottom...
Via
MarketMinute
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Artificial Intelligence
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Economy
Market Tremors: Trump’s Proposed 10% Interest Rate Cap Triggers Massive Credit Sector Sell-Off
January 13, 2026
The financial markets were rocked this week as a surprise policy proposal from President Donald Trump sent shockwaves through the payments and lending industries. On Tuesday, January 13, 2026, shares...
Via
MarketMinute
Topics
Credit Cards
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Fraud
The Federal Reserve Under Fire: Trump Labels Chair Powell 'Crooked' Amid Escalating War on Central Bank Independence
January 13, 2026
The long-simmering tension between the White House and the nation's central bank reached a boiling point on Tuesday, January 13, 2026, as President Donald Trump intensified his public assault on...
Via
MarketMinute
Topics
Bonds
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ETFs
Geopolitical Risks Underpin Crude Oil Prices
January 13, 2026
February WTI crude oil (CLG26 ) on Tuesday closed up +1.65 (+2.77%), and February RBOB gasoline (RBG26 ) closed up +0.0327 (+1.82%). Crude oil and gasoline prices rallied sharply on Tuesday, with crude...
Via
Barchart.com
Topics
Energy
Government
Stability Amidst Storms: 10-Year Treasury Yields Hold Firm as Inflation Cools and Political Tensions Heat Up
January 13, 2026
The US Treasury market finds itself in a state of precarious equilibrium as of mid-January 2026. Despite a "cooler" Consumer Price Index (CPI) reading released this morning, the benchmark 10-year...
Via
MarketMinute
Topics
Bonds
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Initial Public Offering
Wall Street Shaken: Visa and Mastercard Face Technical Breakdown as 10% Interest Rate Cap Looms
January 13, 2026
The global payment landscape faced a seismic shift this week as shares of the world’s dominant credit networks underwent a severe technical breakdown. The catalyst was a bold legislative and executive...
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MarketMinute
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S&P 500 Banking Index Plunges as New Rate Caps and Cost Shocks Hit Wall Street
January 13, 2026
The banking sector, long considered the bedrock of the post-2024 economic recovery, faced a bruising reality check this week. On January 13, 2026, the S&P 500 Banking Index plummeted by over 1.4%,...
Via
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Sugar Prices Find Support on Commodity Index Rebalancing
January 13, 2026
March NY world sugar #11 (SBH26 ) on Tuesday closed up +0.05 (+0.34%). March London ICE white sugar #5 (SWH26 ) closed up +3.90 (+0.92%). Sugar prices settled higher today in anticipation of...
Via
Barchart.com
Global Demand Concerns Hammer Cocoa Prices
January 13, 2026
March ICE NY cocoa (CCH26 ) on Tuesday closed down -219 (-4.02%). March ICE London cocoa #7 (CAH26 ) closed down -111 (-2.82%). Cocoa prices slumped to 7-week lows on Tuesday and settled sharply lower...
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Barchart.com
The Great Rotation: How the Federal Reserve’s 2026 Pivot Unlocked a Blue-Chip Renaissance
January 13, 2026
The structural transformation of the U.S. equity markets reached a fever pitch in early 2026. Investors are decisively abandoning the "growth at any price" mantra that dominated the AI-fueled years of...
Via
MarketMinute
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The Power Behind the Silicon: Caterpillar Hits New 'Buy Zone' as AI Infrastructure Play
January 13, 2026
Caterpillar Inc. (NYSE: CAT) has long been the primary barometer for the global construction and mining industries, but in early 2026, the industrial giant has found a new, high-voltage catalyst: the...
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MarketMinute
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Dimon’s ‘Hazards’ Cast Shadow Over JPMorgan’s Earnings Beat as Bank Stocks Retreat
January 13, 2026
JPMorgan Chase & Co. (NYSE: JPM) officially kicked off the fourth-quarter earnings season today, delivering financial results that cleared Wall Street’s high bar. However, the market’s response has...
Via
MarketMinute
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Markets Retreat from Record Highs as JPMorgan Earnings and Trump’s Interest Rate Cap Proposal Rattle Investors
January 13, 2026
Wall Street’s record-breaking momentum hit a significant speed bump on Tuesday, January 13, 2026, as both the S&P 500 and the Dow Jones Industrial Average pulled back from all-time highs. The retreat...
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MarketMinute
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Why Nvidia's New Rubin Chips Could Spell Big Gains For This Under-the-Radar AI Stock
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January 13, 2026
Is this a pick-and-shovel play hiding in plain sight?
Via
The Motley Fool
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The Best Dow Jones Stock Over The Past Year Is In A Buy Zone, Riding AI Boom
↗
January 13, 2026
Caterpillar, up 77% in the last 12 months, is on the cusp of a $300 billion market cap.
Via
Investor's Business Daily
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Artificial Intelligence
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Efficiency and Earnings: The US Financial Sector’s Path to Market Leadership in 2026
January 13, 2026
As the market settles into the first weeks of 2026, the US financial sector has emerged as a cornerstone of institutional portfolios, transitioning from a defensive value play into a primary driver of...
Via
MarketMinute
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Wall Street's North Star: JPMorgan Earnings Ignite the S&P 500’s Charge Toward 8,000
January 13, 2026
JPMorgan Chase & Co. (NYSE: JPM) officially kicked off the fourth-quarter earnings season today, January 13, 2026, delivering a performance that has sent a clear signal to investors: the American...
Via
MarketMinute
Topics
Artificial Intelligence
Credit Cards
Economy
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