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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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Sample Portfolio
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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
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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Countdown To ES Downleg
↗
June 18, 2023
The current rally is built on the false notion that recession has been and would be avoided, that earnings would start to rise, and that incoming data aren‘t generally bad.
Via
Talk Markets
What To Expect From The 2nd Quarter Earnings Cycle
June 14, 2023
The Q2 earnings reporting cycle starts soon and will bring volatility to the market; sector rotation will pick up steam, and AI will be a major theme.
Via
MarketBeat
Topics
Artificial Intelligence
Key Consumer ETF Ratio Attempting Bullish Head & Shoulders Breakout
↗
June 13, 2023
Since Discretionary represents bullish “additional” spending and staples represent bearish “essential” spending, it is important for bulls to see this ratio heading higher.
Via
Talk Markets
More Balanced June
↗
June 13, 2023
Heading into the month of June, stock market performance this year was a clear case of the haves and the have-nots.
Via
Talk Markets
Russell 2000, S&P And Nasdaq All Kick On
↗
June 08, 2023
It would have been nice to see some volume to go with today's buying, but we don't always get what we want.
Via
Talk Markets
Real Data Revealed: Unmasking Economic Revisions' Impact
↗
June 08, 2023
A discussion about economic revisions and how they show the true state of the economy and how the revisions are both justifying more rate hikes while also signaling a shift in consumer spending.
Via
Talk Markets
History Of Recessions And Impact On Today's Stock Market
↗
June 03, 2023
Countless data points are reviewed by market participants and economists to gauge recession odds. What can we learn from it in June 2023? What does it tell us about the current rally in stocks - doomed...
Via
Talk Markets
May And YTD 2023 Asset Class Performance
↗
June 01, 2023
May was a month of divergence where Tech/AI soared, and the rest of the market fell.
Via
Talk Markets
The Masses Remain Very Wrong
↗
June 01, 2023
Two days ago, I argued that selling the rally post-debt ceiling agreement was the right strategy. After all, stocks had rallied sharply into the announcement and the underpinnings have not been super...
Via
Talk Markets
A One Stock, Stock Market?
↗
May 26, 2023
NVDA saved the markets.
Via
Talk Markets
Tech In Orbit
↗
May 26, 2023
Tech has led the way higher with a sharp move this week. The sector is now extremely overbought, trading 3.23 standard deviations above its 50-DMA; the fifth most overbought reading on record.
Via
Talk Markets
Worried About a Recession? Stash Your Cash in These 2 ETFs.
↗
May 25, 2023
Rather than holding your cash, consider investing it in these stable ETFs.
Via
The Motley Fool
Sunnier Skies This Past Week, But Will It Last?
↗
May 21, 2023
The stock market rallied out of a long sideway consolidation pattern and made a new year-to-date high as well as a positive 52-week period. The S&P 500 was up 1.71%, and the Nasdaq 100 was up 3.53% for...
Via
Talk Markets
7 Safe ETFs to Shield Your Portfolio From Market Turmoil
↗
May 15, 2023
During this troubled season, investors should improve their odds for investment success with these safe ETFs to buy.
Via
InvestorPlace
Banks Panic While Big Tech Bulls Stampede Higher
↗
May 13, 2023
Past norms fail to account for the degree of excess stimulus and long-term labor scarcity that has buffered this economic cycle. While sectors like banking head lower, full employment and tech trends...
Via
Talk Markets
University Of Michigan's May Consumer Sentiment Forecast: Inflation Concerns Threaten Market Sectors
↗
May 11, 2023
On Friday, May 12, at 10 a.m.
Via
Benzinga
The Dangers Of Heavy Volatility And A Narrow Range
↗
May 05, 2023
When the range breaks we get nasty.
Via
Talk Markets
Seasonal Mid Point
↗
May 05, 2023
The next three months, which is the period straddling the back half of spring and the first half of summer, has been relatively strong in the last ten years.
Via
Talk Markets
Don't "Sell In May And Go Away", Consider 5 ETF Strategies
↗
May 04, 2023
Investors might consider several investment strategies to navigate the May-October period more effectively that could lead to a winning portfolio.
Via
Talk Markets
Hershey Hits the Sweet Spot with Sales, Earnings Growth
May 04, 2023
Hershey's next moving-average pullback may offer a buy zone. The stock is up 7.82% in the past month after beating Q1 views and boosting its 2023 outlook.
Via
MarketBeat
Topics
Economy
2023 Winning Industries: These Sectors Are Dominating The Stock Market
↗
May 03, 2023
Discover the leading sectors and industry groups of 2023 and use the top-down approach for stock selection.
Via
Talk Markets
2 Consumer Staples Funds You Can Bank On For The Months Ahead
↗
May 01, 2023
Consumer staples may not have the highest earnings growth or year-over-year revenue growth, but the sector has experienced relatively little disruption historically.
Via
Talk Markets
5 ETFs That Gathered Maximum Capital Last Week
↗
April 25, 2023
These five ETFs dominated the top creation list last week.
Via
Talk Markets
How To Assess The Personality Of The Stock Market
↗
April 16, 2023
Unsuccessful traders often look for markets to trade in a style that fits 'their' personality. They look for momentum, trends, or reversals. By imposing their biases on markets, they become unable to...
Via
Talk Markets
2 Warren Buffett Investments to Lead You Through Any Economic Conditions
↗
April 13, 2023
These stocks have all the resources needed to withstand any broader conditions.
Via
The Motley Fool
Staples Stocks Get Lift From Conagra Results, New Highs In Sight
April 05, 2023
Conagra Brands had a solid quarter with top and bottom line strength that points to another year of dividends for investors.
Via
MarketBeat
Topics
ETFs
Economy
Recession Playbook In Action: Cooling Labor Market Triggers Rally In Treasuries, Gold; Stocks Decline
↗
April 04, 2023
Recent economic data has prompted investors to hedge against the rising likelihood of a recession. In February 2023, there were 9.9 million job openings, which was the lowest level since May 2021 and...
Via
Benzinga
7 Safe Index Funds to Buy as Investors Seek Shelter
↗
March 28, 2023
With the banking sector fallout on every investor’s mind, these safe index funds to buy suddenly look extremely attractive.
Via
InvestorPlace
4 Inflation-Proof Sector ETFs To Play
↗
March 26, 2023
Amidst the current economic backdrop, investors may expect a spike in inflation in the near-term. Therefore, here are a few sector ETFs that may be worth investing in during times of rising inflation.
Via
Talk Markets
General Mills Retreats To Buy Zone Ahead Of Earnings
March 20, 2023
General Mills has a high bar to cross for Q3 results but may surprise the market due to underlying momentum and pricing power.
Via
MarketBeat
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