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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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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
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Additional Information
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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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Donald Trump's Return To White House Could Propel These ETFs To New Highs
↗
November 04, 2024
As the election season heats up, certain ETFs could experience significant impacts if Donald Trump secures the presidency. These funds span various sectors, including cryptocurrencies, energy, and...
Via
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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,
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XOM CVX Earnings And The Case For Oil Stocks
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November 01, 2024
Exxon Mobil and Chevron combined market cap of $800 billion and make up nearly 40% of the S&P Energy Sector.
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Oil Prices Almost Recoup Week Losses As Iran Mulls Retaliatory Attack On Israel Prior To US Elections
↗
November 01, 2024
Crude prices are nearing full recovery from early-week losses, poised for a third consecutive daily gain on Friday.
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Benzinga
Exxon Q3 Earnings: $11.3 Billion Cost Savings, Rising Production, Dividend Hike And More
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November 01, 2024
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Stocks And Rates Are Nearing Very Important Technical Levels
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October 30, 2024
The S&P 500 finished the day down by about 30 basis points, while the Nasdaq 100 closed lower by around 75 basis points.
Via
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Topics
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Wall Street Gains As Crude Tumbles, Small Caps Soar, Bitcoin Tops $68,000: What's Driving Markets Monday?
↗
October 28, 2024
Investor sentiment turned optimistic towards risk assets early this week as plummeting oil prices, driven by Israel's decision not to target Iran's crude facilities during weekend attacks, eased...
Via
Benzinga
Crude Oil Faces Steepest One-Day Drop In Over Two Years, Energy Stocks Plunge: Prices 'Are Likely To Remain Under Pressure,' Analyst Says
↗
October 28, 2024
Crude oil prices plummeted due to targeted Israeli airstrikes in Iran, but avoided oil infrastructure. U.S. energy stocks also saw sharp losses.
Via
Benzinga
Will The Election Bring A Stock Market Correction?
↗
October 26, 2024
In this week's video, we'll review the latest charts and data to help us answer the question - will the election bring a sharp correction in stocks?
Via
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Exxon Mobil's Golden Pass LNG Plant Gets 3-Year Extension Amid Contractor Challenges: Report
↗
October 25, 2024
Exxon and Qatar Energy's LNG plant gets 3-year extension to complete due to bankruptcy of lead contractor, faces Q3 earnings hit due to oil price changes.
Via
Benzinga
Topics
Bankruptcy
SPDR ETF Report For Thursday, Oct 24
↗
October 25, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 24.
Via
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Topics
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SPDR ETF Report For Monday, Oct 21
↗
October 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, October 21.
Via
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Topics
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Wall Street Slumps For Third Straight Day As Investor Sentiment Fades, Dollar Strength Resumes, Boeing Disappoints: What's Driving Markets Wednesday?
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October 23, 2024
Wall Street is on track for its third consecutive day of losses as investors grow cautious about risky assets, awaiting more clarity on U.S. fiscal and monetary policies and scrutinizing the latest...
Via
Benzinga
Stocks Fall As Treasury Yields, Dollar Rise; Nvidia Hits Record Highs: What's Driving Markets Monday?
↗
October 21, 2024
U.S. major indices fell on Monday as rising Treasury yields and a strengthening dollar dampened risk sentiment. Investors are reassessing the economic outlook and weighing potential risks tied to the...
Via
Benzinga
Stocks Fall, GM Eyes Best Day In A Year, Gold Breaks Records, Silver Hits 12-Year Highs: What's Driving Markets Tuesday?
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October 22, 2024
Wall Street traded lower for the second consecutive day on Tuesday, as investor sentiment turned cautious with the U.S. presidential election just two weeks away. Concerns over U.S. fiscal policies and...
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Benzinga
Stocks Rise, Netflix Soars To Record Highs, Oil Falls Below $70, Gold Miners Rally: What's Driving Markets Friday?
↗
October 18, 2024
Wall Street was in positive territory in Friday midday trading, buoyed by upbeat quarterly earnings reports that kept investor sentiment bullish.
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Benzinga
Oil Prices Fall, Sector Pulls Back: Time to Buy this Stock?
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Exxon Mobil remains an attractive opportunity, with resistance turning into support at $120 and upcoming earnings that could drive further upside.
Via
MarketBeat
Topics
ETFs
SPDR ETF Report For Thursday, Oct 17
↗
October 18, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 17.
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Topics
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Tech Stocks Stall, Small Caps Surge As Regional Banks Rally, Airlines Rocket: What's Driving Markets Wednesday?
↗
October 16, 2024
Small-cap stocks outperformed large caps in Wednesday's session, with the Russell 2000 Index surging to test July 2024 highs on the back of expectations for interest rate cuts and a strong rally in...
Via
Benzinga
SPDR ETF Report For Tuesday, Oct 15
↗
October 16, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, October 15.
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Topics
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Chipmaker Stocks Sink On ASML Earnings Leak, Oil Eyes Worst 1-Day Drop This Year, Small Caps Rally: What's Driving Markets Tuesday?
↗
October 15, 2024
A wave of market-relevant news fueled an active trading session on Wall Street Tuesday, with large-cap indices falling due to sharp declines in tech and energy stocks, while small-caps outperformed,...
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Benzinga
Oil Prices Take Largest Plunge In Over A Year As Israel Vows To Spare Iranian Facilities: Energy Stocks Sink, Airlines, Cruise Lines Rally
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October 15, 2024
Oil prices dropped over 5% as Netanyahu assured US to avoid targeting Iranian oil facilities in retaliation. Energy stocks plunged, airlines rallied.
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Welcome To The “Pain Trade” - Here’s What To Do About It
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October 14, 2024
The market is grinding higher, satisfying pretty much nobody. The bulls are left wanting more, whereas the bears who were short the market are forced to cover.
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Oil Shortages Lead To Hidden Conflicts – Even War
↗
October 14, 2024
At this stage in the economic cycle, oil shortages seem to appear as high interest rates rather than high prices.
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Markets: Are You Making Things Harder Than They Need To Be?
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October 12, 2024
In this week's video, we'll review the latest charts and studies to help us answer the question in the stock market
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Wall Street Marks New Highs As Bank Stocks Rally, Tesla Tumbles As Robotaxi Disappoints: What's Driving Markets Friday?
↗
October 11, 2024
Friday's trading session saw another robust rally on Wall Street, with the S&P 500 and Dow Jones Industrial Average both reaching new record highs, fueled by better-than-expected third-quarter earnings...
Via
Benzinga
Topics
Stocks
Sustainability Of Energy Stocks Is Clouded By 2024 Election Uncertainty
↗
October 11, 2024
Here's what investors should know about what's at stake for sustainable companies.
Via
Investor's Business Daily
Stocks Dip As Inflation Slows Less Than Expected, Oil Prices Spike Due To Hurricane Disruptions, Middle East Tensions: What's Driving Markets Thursday?
↗
October 10, 2024
Major U.S. equity indices edged lower on Thursday following a hotter-than-expected Consumer Price Index (CPI) inflation report for September and as oil prices spiked, driven by fuel disruptions caused...
Via
Benzinga
Topics
Economy
Tech, Consumer Discretionary Stocks Fall, Utilities Sector Outperforms On Surprisingly High Inflation, Jobless Claims Data
↗
October 10, 2024
Hotter-than-expected inflation & jump in jobless claims weigh on stocks. Tech & consumer discretionary down, utilities up. Inflation dips but core rises.
Via
Benzinga
Topics
Economy
3 Powerful ETFs for Income Seekers Looking to Maximize Gains
October 09, 2024
VOO, XLE, and PEY are three ETFs that offer growth potential and stability for conservative investors seeking capital appreciation and reliable dividend income.
Via
MarketBeat
Topics
Artificial Intelligence
ETFs
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