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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
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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Read FULL Seminar Here
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Thoughts For Thursday: Will 2022 End With A Bang, And If So, What Kind?
↗
December 29, 2022
With just two trading days left in 2022, will the year end with a bang, and if so will it be an up bang or a down bang, or maybe just a whimper that the year is glad to be over?
Via
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2022 Review: US Equity Risk Factors
↗
December 28, 2022
Investing in US stocks by way of risk factors has been a humbling experience this year.
Via
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Weekly Market Pulse: Happy Holidays
↗
December 19, 2022
After a week of dismal economic reports and Fed action, we had a continuation of selling pressure in the markets.
Via
Talk Markets
Dividend Yield Is 2022’s Upside Outlier For Equity Factor Returns
↗
December 14, 2022
The US equity market has been clawing back some of its losses recently, but reviewing results through a factor-risk lens shows dividend yield leading the field with the only positive performance for...
Via
Talk Markets
3 Growth Stocks That Need a New CEO Immediately
↗
December 01, 2022
Growth stocks took a big hit in 2022. As a result, you’re likely to see many of them looking to a new CEO for change.
Via
InvestorPlace
Got $5,000? These Are 2 of the Best Growth Stocks to Buy Right Now
↗
November 11, 2022
Growth stocks usually beat value investments in the long run, especially after a deep bear market where the reverse was true for a while.
Via
The Motley Fool
High Dividend Yield Still Leader For US Factor Returns In 2022
↗
November 09, 2022
The stock market’s post-election performance starts today. From an equity-risk factor perspective, the horse race begins with a high dividend yield in the pole position for year-to-date results, based...
Via
Talk Markets
High Dividend Yield Is Leading Edge Of Defense For US Shares
↗
September 28, 2022
There’s nowhere to hide in U.S. stocks from a risk-factor perspective, but high-dividend-yielding shares are still the first line for blunting losses year to date.
Via
Talk Markets
US Equity Risk Factors Struggle To Offset Broad Market’s Slide
↗
September 08, 2022
Escaping the pull of market beta is always tough for equities, especially in a year of sharp losses for the broad market. Although some slices of risk factors are doing better than others, financial...
Via
Talk Markets
High Dividend Yield And Value Are 2022’s Top US Equity Factors
↗
August 04, 2022
The stock market is showing some bounce lately, but on a year-to-date basis red ink still dominates.
Via
Talk Markets
7 Growth Stocks to Buy on the Dip
↗
July 22, 2022
These are the best growth stocks to buy on the dip. A, CDNS, GXTG, IVSG, IQV, PAYX, and SNPS are poised to deliver impressive returns.
Via
InvestorPlace
Factor Diversification Offers Relief, But Only In Relative Terms
↗
July 05, 2022
Diversifying an equity portfolio based on risk factors has paid off this year, but only in relative terms, according to a set of ETF proxies.
Via
Talk Markets
Weekly Market Pulse: Inevitable?
↗
May 22, 2022
Inevitable. I heard that word a lot last week. There is now a fully formed consensus that the US, and indeed the world, must now prepare for an inevitable recession. It can’t be avoided.
Via
Talk Markets
U.S. Weekly FundFlows Insight Report: Growth/Value-Large Cap ETFs Suffer Second Largest Weekly Outflow On Record
↗
April 22, 2022
During Refinitiv Lipper’s fund-flows week, ended April 20, 2022, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the third straight week,...
Via
Talk Markets
Dividend Yield And Value Are Equity-Factor Leaders In 2022
↗
April 19, 2022
The headwinds of inflation, rising interest rates, slowing economic growth and the Ukraine war continue to roil the stock market, but within the equity space, the yield and value factors are relatively...
Via
Talk Markets
Is It Time To Tweak Your Investments For An Inflationary Environment?
↗
April 08, 2022
Is it time to tweak your investing portfolio to adapt to the potential for long-term inflation? Here are ways to do so.
Via
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This Rally Is Brought To You By Some Old, Familiar Leaders
↗
March 29, 2022
The S&P 500 finally pushed above its 100-day moving average line on Monday, and the VIX continued its trek lower.
Via
Talk Markets
10 Mid-Cap Growth Funds to Buy for Long-Term Gains
↗
March 22, 2022
Growth stocks have underperformed value stocks in 2022. Now might be the perfect time to buy one of these mid-cap growth funds.
Via
InvestorPlace
Weekly Market Pulse: Is This A Bear Market?
↗
March 14, 2022
There are bear markets and bull markets going on all the time. The task of an investor is to own fewer of the former and more of the latter.
Via
Talk Markets
US Equity Factor Losses Are Widespread But Vary Widely In 2022
↗
March 10, 2022
It’s all about beta now — broad stock-market beta, which is a deeply negative year to date. Pulling free from that downside force via an equity strategy is challenging.
Via
Talk Markets
Fed Chair Powell Gets Antsy - Near-Term Risk
↗
March 02, 2022
Fed Chair Jerome Powell is set to speak today. There's risk that he wants to pull forward rate hikes given inflation jumping and we may soon have a
Via
Talk Markets
5 ETFs Most Loved by Investors Last Week
↗
December 21, 2021
Here are five ETFs that dominated the top asset-creation list last week.
Via
Talk Markets
No Case of the Mondays to be Found
↗
November 22, 2021
The S&P 500 is hitting a record high to start out the holiday-shortened week.
Via
Talk Markets
Topics
Stocks
5 Growth ETFs to Tap on an Incredible S&P 500 Rally
↗
November 19, 2021
While every corner of the market is enjoying a solid ascent, growth investing has taken charge in the past month. Here re five ETFs have been hitting new highs with the index skyrocketing.
Via
Talk Markets
Topics
Stocks
This Rally Just Got Really, Really Weird
↗
November 19, 2021
Via
Talk Markets
High Beta Continues To Lead US Equity Factors Returns In 2021
↗
November 19, 2021
With just over a month to go until we put a fork in 2021, high beta stocks look set to deliver the strongest performance among US equity factors this year, based on a set of ETFs.
Via
Talk Markets
ETFs to Ride on a Solid Start to Q3 Earnings
↗
October 20, 2021
Here are several ETFs that directly or indirectly track the S&P 500 Index for investors to capitalize the opportune moment. Any of these could be a compelling choice to play the upcoming earnings
Via
Talk Markets
Topics
Stocks
Growth ETFs to Bet on After a Decent July
↗
August 05, 2021
Wall Street has seen an impressive rebound from coronavirus’ delta variant-related slump in July.
Via
Talk Markets
Large Cap Growth Leaves Small Cap Growth in the Dust
↗
July 28, 2021
Growth stocks have been clear winners of late, but that does not necessarily include all growth stocks.
Via
Talk Markets
This Rally Remains (Strangely) Poorly Balanced
↗
July 23, 2021
The market is firing on all cylinders again, with the S&P 500 reaching record highs. Not everything is as it seems on the surface though.
Via
Talk Markets
Topics
Stocks
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