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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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Back Dated Performance Reports
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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
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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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CONSUMER DISC
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Leading And Lagging Sectors For November 19, 2024
↗
November 19, 2024
Via
Benzinga
Bulls Take It To The Bank
↗
November 18, 2024
Consumers are spending due to confidence, and they’re borrowing money to do so. This may be a good signal near-term, but eventually, it will become a problem.
Via
Talk Markets
US Stocks Rebound, Tesla Rallies, Bitcoin Soars Above $92,000: What's Driving Markets Monday?
↗
November 18, 2024
Risk sentiment edged higher on Monday, rebounding after two consecutive losing sessions and the worst week for the U.S. stock market since early September, as pressures from dollar and Treasury yields...
Via
Benzinga
Leading And Lagging Sectors For November 18, 2024
↗
November 18, 2024
Via
Benzinga
Post-Election Volatility: The Big Picture
↗
November 16, 2024
In this week's video, we'll review the latest charts, data, studies and scores to help us understand post election stock market volatility in the context of the big picture.
Via
Talk Markets
Stocks Tumble As Traders Rethink Fed's Action, VIX Spikes 17%, Nasdaq Erases Back Post-Trump Gains: What's Driving Markets Friday?
↗
November 15, 2024
Risk aversion dominated Wall Street in the final session of the week, driving sharp losses across major indices.
Via
Benzinga
Topics
Economy
Stocks
Leading And Lagging Sectors For November 15, 2024
↗
November 15, 2024
Via
Benzinga
Trump Rally Fades As Investors Await Powell's Remarks, Bitcoin Drops Below $90,000: What's Driving Markets Thursday?
↗
November 14, 2024
Signs of a waning Trump-led rally emerged Thursday as investors assessed the economic outlook and awaited potential signals on the interest-rate path from the upcoming Fed Chair Jerome Powell‘s speech...
Via
Benzinga
Topics
Economy
Government
Leading And Lagging Sectors For November 14, 2024
↗
November 14, 2024
Via
Benzinga
Stocks Edge Higher, Dollar Hits 1-Year Peak, Bitcoin Soars To $93,000: What's Driving Markets Wednesday?
↗
November 13, 2024
Wall Street rebounds on inflation report, with consumer discretionary and real estate sectors leading. Senator John Thune elected majority leader. U.S. dollar hits 1-year high.
Via
Benzinga
Topics
Economy
Leading And Lagging Sectors For November 13, 2024
↗
November 13, 2024
Via
Benzinga
Leading And Lagging Sectors For November 12, 2024
↗
November 12, 2024
Via
Benzinga
Get Ready For Market Mania
↗
November 11, 2024
After last week’s presidential election and Fed rate cut, the public is paying attention to the stock market again.
Via
Talk Markets
Topics
Economy
Leading And Lagging Sectors For November 11, 2024
↗
November 11, 2024
Via
Benzinga
Auxly Cannabis Co.: Q3 Net Revenue Climbs 18% YoY, Adjusted EBITDA Soars
↗
November 08, 2024
Cannabis-focused consumer packaged goods company Auxly Cannabis Group Inc. (TSX: XLY) (OTCQB: CBWTF) released on Friday its financial results for the three and nine months ended Sept. Auxly Cannabis'...
Via
Benzinga
Topics
Cannabis
The Day After... 2016 Redux
↗
November 06, 2024
The underlying action in the stock market today looks remarkably similar to the action we saw on this same day in 2016.
Via
Talk Markets
Trump's Win Sends Indices To Record Highs; Financials, Small Caps Surge, Bitcoin Tops $75,000: What's Driving Markets Wednesday?
↗
November 06, 2024
An “everything rally” powered Wall Street on Wednesday after the 2024 election results, with Donald Trump emerging as the clear presidential winner.
Via
Benzinga
Topics
Government
How Did S&P 500 Sectors Perform During Trump's First Term? Could This Time Be Different?
↗
November 06, 2024
Trump's first presidential term (2016-2020) brought varied performance across S&P 500 sectors. Tech and consumer discretionary sectors led, while energy struggled. Solar stocks soared. Here's a look at...
Via
Benzinga
Topics
Government
Stocks
Canopy Growth And Other Top Cannabis Companies To Report Earnings: Will Results Get Pot Stocks On Track Following Post-Election Dip?
↗
November 06, 2024
Canopy Growth Corporation (TSX: WEED) (NASDAQ: CGC) will report the second quarter of fiscal year 2025 ended Sept. 30, before financial markets open on Friday, Nov. 8, 2024. IM Cannabis Corp. (CSE:...
Via
Benzinga
Topics
Cannabis
S&P 500, Dow Hit Record Highs After Trump Win; Fear Index Drops 20%
↗
November 06, 2024
Market surges to record highs after Trump's election, Republicans win Senate majority. Tech and small-caps up, VIX drops 22%.
Via
Benzinga
Topics
Government
Stocks
Tesla, GM, Norwegian Cruise Push Consumer Discretionary Ahead Of S&P 500 On Election Day
↗
November 06, 2024
Election Day saw strong gains in the Consumer Discretionary sector, with the XLY fund outpacing the S&P 500. GM, Tesla, and Norwegian Cruise Line drove the sector's performance, signaling optimism for...
Via
Benzinga
Topics
Stocks
Wall Street Rallies On Election Day, Palantir Skyrockets, Bitcoin Tops $70,000: What's Driving Markets Tuesday?
↗
November 05, 2024
Wall Street rallied on Tuesday as improved investor sentiment aligned with millions of Americans casting their votes for the 47th president.
Via
Benzinga
Wall Street Struggles Ahead Of Election Day, Energy Sector Outperforms, Solar Stocks Rise: What's Driving Markets Monday?
↗
November 04, 2024
The U.S. stock market struggled to gain momentum on Monday as investors remained cautious ahead of Election Day on Tuesday.
Via
Benzinga
Are Institutions Getting Defensive Before Election?
↗
November 02, 2024
In this week's video, we'll review the latest charts and data to help us answer the question,
Via
Talk Markets
Amazon ETFs Set To Surge On Q3 Earnings Beat
↗
November 02, 2024
Shares of AMZN spiked as much as 5.7% in aftermarket hours on elevated volume. ETFs having a substantial allocation to this online behemoth are also set to soar.
Via
Talk Markets
Topics
ETFs
Earnings
Tech Stocks Surge But S&P 500 Faces Second Weekly Decline, Amazon Rallies, Bitcoin Drops Below $70,000: What's Driving Markets Friday?
↗
November 01, 2024
Wall Street rebounded Friday following Thursday’s selloff, yet midday gains were still insufficient to prevent a second consecutive weekly decline for the S&P 500, currently down 1% for the week.
Via
Benzinga
Topics
Stocks
Stocks Rebound After Selloff As October Hiring Slump Fuels Interest Rate Cut Bets: 10 ETFs To Watch Friday
↗
November 01, 2024
October hiring freeze raises expectations for Fed rate cuts and provides relief to US stocks. Hurricanes and strikes disrupt employment.
Via
Benzinga
Topics
ETFs
Economy
Mixed Up Market As Oil Slips And Bonds Dip
↗
October 28, 2024
The S&P 500 finished modestly higher as crude oil slipped over 5% on the day.
Via
Talk Markets
Topics
Stocks
Retail’s Rebound
↗
October 28, 2024
Consumers won’t buy cars if they don’t feel confident about the future. But Tesla is more than just a car company.
Via
Talk Markets
Tech Stocks Rally As Investors Await Magnificent 7 Earnings; Dollar Eyes Fourth Straight Positive Week: What's Driving Markets Friday?
↗
October 25, 2024
Stocks are ending the week on a high note, with tech leading the charge as investors position ahead of next week’s pivotal earnings releases from five of the “Magnificent Seven” stocks.
Via
Benzinga
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