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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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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
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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Event Schedule
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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
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Energy Select Sector SPDR
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Updated: 1:25 PM EST, Jan 2, 2026
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Stocks Rally As Oil Prices Tumble; Tech, Chipmakers Lead As Traders Focus On AI Winners Before Earnings Season: What's Driving Markets Tuesday?
↗
October 08, 2024
After starting the week with a negative session, U.S. markets rebounded on Tuesday, driven by falling oil prices, which helped alleviate concerns about a potential resurgence in inflation.
Via
Benzinga
Topics
Artificial Intelligence
SPDR ETF Report For Monday, Oct 7
↗
October 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, October 7.
Via
Talk Markets
Topics
ETFs
Utilities Break As The S&P 500 Holds Its Range
↗
October 07, 2024
The S&P 500 has been drifting for a few weeks in a 100-point range that has yet to be broken. Even today, S&P 500 futures finished down 0.90% on light volume.
Via
Talk Markets
Topics
Stocks
Visualizing The S&P 500’s Domestic And Foreign Revenues
↗
October 07, 2024
While foreign revenues made up just 28% of the S&P 500’s revenues in 2023, some sectors are more exposed to foreign sales than others.
Via
Talk Markets
Topics
Stocks
Inflation Trade Goes 3/3
↗
October 07, 2024
The Fed is pouring gas on the coals of inflation. If enough embers remain, it could explode into a full-blown fireball.
Via
Talk Markets
Topics
Economy
Stocks Slip As Oil Prices Climb, 10-Year Yields Cross 4%; Energy Sector Outperforms: What's Driving Markets Monday?
↗
October 07, 2024
Wall Street started the week in the red, as traders weighed the economic and geopolitical fallout from escalating tensions in the Middle East.
Via
Benzinga
Middle East Tensions Lift Energy ETFs: Will The Rally Last?
↗
October 05, 2024
The energy market is grappling with concerns over slowing demand and fears of a surplus next year.
Via
Talk Markets
Looking Back On Your Trades
↗
October 05, 2024
In this podcast episode, I discuss what you should look for when examining your past trades. I also talk about key signals for getting out of a trade.
Via
Talk Markets
SPDR ETF Report For Friday, Oct 4
↗
October 05, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, October 4.
Via
Talk Markets
Topics
ETFs
Risk Is Building With Markets Trapped In A Range
↗
October 04, 2024
The S&P 500 moved higher today to finish out the week basically unchanged.
Via
Talk Markets
Topics
Stocks
Labor Market Surprises With Strength, Energy Stocks Rally On Israel-Iran Tensions, Chinese Tech Giants Rebound: This Week In The Markets
↗
October 04, 2024
Stocks mostly flat as traders cautious amid Middle East tensions and strong U.S. jobs report.
Via
Benzinga
US Energy Stocks Notch Biggest Weekly Gains In 2 Years, Exxon Hits Record Highs As Crude Surges To $75 On Israel-Iran Jitters
↗
October 04, 2024
U.S. energy stocks surge due to fears of a wider conflict in the Middle East between Iran and Israel driving oil prices to $75 per barrel. Exxon and Chevron among top performers, with over $300 million...
Via
Benzinga
Topics
ETFs
Wall Street Rallies, Small Caps Outperform On Strong Jobs Report, Chinese Stocks Soar To 32-Month Highs: What's Driving Markets Friday?
↗
October 04, 2024
A stronger-than-expected September jobs report fueled gains on Wall Street, overshadowing investor concerns that had been driven by escalating geopolitical tensions in the Middle East earlier this...
Via
Benzinga
SPDR ETF Report For Thursday, Oct 3
↗
October 04, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, October 3.
Via
Talk Markets
Topics
ETFs
We’re Going To Play Along With Inflation Here
↗
October 03, 2024
We need to get real about inflationary pressures; they haven’t gone away. This economy offers us high prices and pinched supply chains that are likely to push prices even higher.
Via
Talk Markets
Topics
Economy
Oil Prices Rally: Biden Confirms US 'Discussions' With Israel About Striking Iran Facilities
↗
October 03, 2024
Iran, the seventh-largest oil producer in the world, backs Hezbollah. It also exports around half its production abroad, mostly to China.
Via
Benzinga
Energy Sector Rebound: 3 Stocks Poised for Strong Gains
October 03, 2024
The energy sector is rebounding sharply due to escalating tensions in the Middle East, with oil prices surging as fears of supply disruptions rise.
Via
MarketBeat
Topics
Supply Chain
Biden The Master Oil Trader Part IV? President Loads Up On Millions Of Barrels To Refill Emergency Stash In 'One Of The Best Oil Trades In History'
↗
October 02, 2024
Biden administration purchases 6 million barrels of oil for the SPR at $68.56 per barrel — a continuation of its strategy to refill reserve.
Via
Benzinga
Oil Prices Spike, Energy Stocks Jump After Iran's Missile Attack On Israel: What Investors Need To Know
↗
October 02, 2024
Oil prices continue to rise on Wednesday, adding to gains from the week driven by potential supply disruptions in the Middle East and fresh warnings out of the Organization of the Petroleum Exporting...
Via
Benzinga
Is It Time to Buy September's Worst-Performing S&P 500 Stocks?
↗
October 02, 2024
Could rebounds be in store for these beaten-down stocks?
Via
The Motley Fool
Topics
Stocks
Chevron, Honeywell Join Forces For AI Breakthrough: Details
↗
October 01, 2024
Chevron Corporation and Honeywell International Inc. partner to develop advanced AI-assisted solutions for refining processes and industrial automation, enhancing decision-making and safety.
Via
Benzinga
Topics
Artificial Intelligence
Why Shell Stock Is Rising
↗
October 01, 2024
Shares of Shell rose 1.6% Tuesday morning. Tensions in the Middle East are escalating after Israeli forces assassinated Hezbollah leader Hassan Nasrallah in Beirut.
Via
Benzinga
BofA Highlights 3 Value Sectors Amid Fed's 'Rare Double Whammy' Of Stimulus
↗
October 01, 2024
Bank of America has spotlighted three sectors that could benefit from the Federal Reserve's rare dual approach of rate cuts and rising corporate profits.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Monday, Sept 30
↗
October 01, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, September 30.
Via
Talk Markets
Topics
ETFs
Another Inflationary Match Lit
↗
September 30, 2024
When people spend more, prices rise. Higher interest rates incentivize investment over consumption, but now we’re heading back into an environment where borrowing and spending is incentivized again.
Via
Talk Markets
Is ExxonMobil Stock a Buy?
↗
September 29, 2024
It depends on how you view the stock's dividend yield.
Via
The Motley Fool
SPDR ETF Report For Thursday, Sept 26
↗
September 27, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, September 26.
Via
Talk Markets
Topics
ETFs
Defensive Posture: Dump Financials, Stock Up On Utilities And Tech
↗
September 25, 2024
Right now I’m seeing a lot of defensive posturing going on - filling sandbags. Traders are dumping financials, scooping up utilities left and right, and getting back into the sector that was dead three...
Via
Talk Markets
S&P 500 Hits All-Time Highs, Nasdaq 100 Tops 20K Ahead Of Key Economic Data: What's Driving Markets Wednesday?
↗
September 25, 2024
The S&P 500 reached record highs during Wednesday morning trading in New York, while the tech-heavy Nasdaq 100 climbed past the 20,000-point mark, a level last seen on July 17.
Via
Benzinga
Topics
Stocks
Chevron-Hess Merger Could Soon Get FTC Approval: Report
↗
September 24, 2024
Chevron's $53B merger with Hess facing delays due to arbitration with Exxon and CNOOC. FTC may approve deal this week, but final decision expected by Sept 2025.
Via
Benzinga
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