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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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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
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Investing During Uncertain Times
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The One-Minute Market Report - Sunday, Oct. 22
↗
October 22, 2023
In this weekly market report, we take a closer look at the various asset classes, sectors, equity categories, and exchange-traded funds that moved the market higher, as well as the market segments that...
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Can Bitcoin Really Double in Price to $60,000 by the End of 2023?
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October 20, 2023
The approval of a spot Bitcoin ETF could send the crypto higher. But how much higher?
Via
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Topics
ETFs
Cathie Wood On “Spot Bitcoin” Approval
↗
October 16, 2023
A discussion about prospects for spot Bitcoin approval.
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The One-Minute Market Report - Saturday, Oct. 7
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October 07, 2023
In this weekly market report, we will take a look at the various asset classes, sectors, equity categories, and exchange-traded funds that moved the market higher, as well as the market segments that...
Via
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This Is How HSBC's Crypto Collaboration Disrputs Banking
September 25, 2023
Banking giant HSBC rose 5.78% last month on reports of a partnership with crypto custodian Fireblocks as the banking industry explores digital assets.
Via
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Digital Asset ETFs Record Second Consecutive Week Of Net Outflows
↗
May 02, 2023
Bitcoin investment products accounted for more than 60% of outflows last week.
Via
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The One-Minute Market Report - Sunday, Sept. 3
↗
September 03, 2023
In this weekly outlook, I examine the asset classes, sectors, equity groups, and ETFs that led the market higher, and which market segments bucked the trend by moving lower.
Via
Talk Markets
Topics
ETFs
3 Bitcoin Stocks To Watch Following Grayscale's Legal Victory
August 31, 2023
Bitcoin Surges 8% as Grayscale (GBTC) secures legal victory against the SEC, prompting notable gains in Bitcoin stocks like MARA, RIOT, and BITO
Via
MarketBeat
Topics
ETFs
Lawsuit
Regulatory Compliance
Bitcoin, Crypto Prices Soar As Court Backs Grayscale ETF
↗
August 29, 2023
A U.S. district court ruled in favor of Grayscale Investments and its bitcoin ETF application.
Via
Investor's Business Daily
Topics
ETFs
The One-Minute Market Report - Sunday, Aug. 20
↗
August 20, 2023
In this weekly outlook, I examine the asset classes, sectors, and ETFs that led the market higher, and which market segments bucked the trend by moving lower. Signs that market participation is...
Via
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Topics
ETFs
Trade Bitcoin With Confidence: TTM Squeeze Strategies Revealed
↗
August 13, 2023
In this video, we unravel the secrets behind successfully trading Bitcoin using the TTM Squeeze strategy, offering insights along the way.
Via
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These 9 Fringe ETFs Ranged From +23% MTD To -8%
↗
July 31, 2023
There are 9 ETFs that overlap our portfolios of the cannabis, psychedelic, Bitcoin, AI,
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These 9 Fringe ETFs Have Outperformed The S&P 500 And Nasdaq
↗
July 23, 2023
There are 9 ETFs that overlap our portfolios of the cannabis, psychedelic, Bitcoin, AI,
Via
Talk Markets
Will The SEC Approve Spot Bitcoin ETFs In 2023?
↗
July 21, 2023
The SEC has rejected more than 30 spot Bitcoin ETF applications, but there is speculation that the agency may finally give its blessing to one now.
Via
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These 8 Fringe ETFs Are Up 5% On Average MTD
↗
July 17, 2023
Consider buying one of these 8 ETFs if you are interested in any of the cannabis, psychedelic, cryptocurrency, AI,
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These 8 Fringe ETF Returns Ranged From +13% To -5% Last Week
↗
July 11, 2023
If you are interested in any of the cannabis, psychedelic, cryptocurrency, artificial intelligence,
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Check Out These 8 Fringe ETFs
↗
July 04, 2023
If you are bullish on any of the cannabis, psychedelic, cryptocurrency, artificial intelligence (AI),
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EVs And Crypto Bid On Eve Of Independence Day
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July 03, 2023
It appears that traders are making a move on high short-interest names in EV and crypto as we head into the Independence Day holiday.
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Bitcoin Futures See Record-High Inflows Amidst Ongoing Spot ETF Wave
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June 26, 2023
Bitcoin exchange-traded funds see increased excitement from market participants, with new ETF applications and the latest uptick in fund inflows. ProShare’s futures fund, BITO, recently recorded its...
Via
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7 High-Reward Stocks Riding the Crypto Boom
↗
May 22, 2023
Once there’s resolution with the debt ceiling, we could see a sharp rally in cryptocurrencies, and related crypto stocks.
Via
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Buy The Dip? New Valkyrie ETF Could Have BTFD Ticker And Appeal To Bitcoin Investors
↗
May 16, 2023
One of the most popular phrases in the world of investing in stocks and crypto could become a stock ticker for a new Bitcoin ETF. Here are the details.
Via
Benzinga
3 ETFs to Diversify Your Portfolio and Minimize Risk
↗
May 01, 2023
Consider these exchange-traded funds for diversification, low costs and a margin of safety as stocks recover from their lows of the past year
Via
InvestorPlace
3 Crypto Stocks to Buy to Profit From the Bitcoin Rally
↗
April 26, 2023
A Bitcoin rally may not happen soon, but with the halving in play for next year, these three crypto stocks could be big winners.
Via
InvestorPlace
ETFs Outperforming The S&P 500, On Average
↗
April 18, 2023
If you are bullish on any of the cannabis, psychedelic, cryptocurrency, or gold and silver junior miner categories then consider buying these six ETFs.
Via
Talk Markets
SEC Chair Gary Gensler: Staff Shortages Prevent Tighter Cryptocurrency Regulations
↗
April 18, 2023
Securities and Exchange Commission Chairman Gary Gensler took a somewhat lenient stance toward digital assets and the broader crypto industry at a Tuesday hearing held by the House Committee on...
Via
Benzinga
Bitcoin Price Surges Past $30,000; MicroStrategy BTC Bet Returns To Profitability
↗
April 11, 2023
Bitcoin price surged above $30,000 for the first time in 10 months to lead crypto rally. MicroStrategy's BTC bet returns to profitability.
Via
Investor's Business Daily
Bitcoin Breaks Key Technical Resistance In A Squeeze Move: Bulls Now Target $36,000
↗
April 10, 2023
On Monday, Bitcoin (CRYPTO: BTC) spiked by more than 3%, breaking through the technical barrier at $28,500 and reaching new highs in 2023. The king of cryptocurrencies is now trading at the highest...
Via
Benzinga
Our Aggressive ETF Portfolio Is Outperforming The S&P 500 By A 2-To-1 Margin
↗
April 03, 2023
Our Aggressive ETF Portfolio consists of 6 ETFs containing some downtrodden categories: cannabis MSOs and LPs, psychedelic stocks, cryptocurrency futures, and junior gold and silver miners.
Via
Talk Markets
3 Safe Cryptos to Buy That Are Perfect for the Bank Meltdown
↗
April 01, 2023
Investors who want to gain from the current rally in cryptocurrencies should consider investing in one of these leading digital tokens.
Via
InvestorPlace
7 Crypto Miners That Are Minting Money
↗
March 26, 2023
Not only is the latest crypto rally great news for bitcoin investors, but it’s also a solid catalyst for crypto miners.
Via
InvestorPlace
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