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Fixed Income Portfolio (FIP)
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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)
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Additional Information
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TAF
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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Updated: 2:48 PM EST, Feb 10, 2026
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Disney Reportedly Cuts Several Hundred Jobs In Entertainment, Corporate Finance: Retail’s Mixed About Latest Round Of Layoffs
↗
June 02, 2025
The report said the size of the cuts at the film and TV businesses were comparable, and most of the eliminated television staffers are based in Los Angeles.
Via
Stocktwits
Topics
Workforce
Stocks Stall, Commodities Rocket As Trade, Geopolitical Tensions Resume: What's Driving Market Monday?
↗
June 02, 2025
After delivering its strongest monthly performance since November 2023, Wall Street entered June on a cautious note, with mounting geopolitical tensions and new trade tariffs clouding investor appetite...
Via
Benzinga
Topics
World Trade
Boeing Rises After BofA Upgrades Stock, Sees It As Trump’s Preferred Trade Tool
↗
June 02, 2025
Bank of America pointed to Boeing’s recent international deals, including agreements in the U.K., Qatar, the U.A.E., and China, as evidence that the company is playing a central role in global trade...
Via
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Economy
Government
World Trade
Here's the Average Stock Market Return Over the Last 10 Years
↗
June 02, 2025
Via
The Motley Fool
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ETFs
Stocks
Nasdaq Futures Drop As Traders Await Tariff News, Powell Speech — Strategist Backs Small-Caps In 'New Bull Market'
↗
June 02, 2025
The week’s economic calendar is heavily loaded with labor market data and speeches by Federal Reserve officials.
Via
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Topics
Economy
Government
Stocks
Wall Street Slumps As Trump Reignites China Trade Tensions, Nvidia Wipes Out Earnings Rally: What's Driving Markets Friday?
↗
May 30, 2025
A strong May for U.S. equities is closing on a sour note, after President Donald Trump accused China of "totally" breaching a tariff agreement, raising new fears over trade disputes.
Via
Benzinga
Topics
Government
World Trade
Flexport CEO Ryan Petersen Agrees Trump Tariffs Aren't 'An Emergency,' Flags 'One Big Unknown' In Trade Court Ruling
↗
May 30, 2025
Petersen, a prominent voice in logistics and global supply chain management, broke down the ruling's implications for importers, trade law, and U.S. economic strategy.
Via
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Topics
Economy
Government
World Trade
Nasdaq Futures Slip As Tariff Jitters Return — Strategist Says Lack Of ‘Earnings Collapse’ Is Market’s Saving Grace
↗
May 29, 2025
The spotlight in Friday’s session is likely to be on the April personal income and spending report, which encompasses a key inflation measure.
Via
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Topics
ETFs
Economy
Government
Stocks Edge Higher After Court Stifles Trump Tariffs, Nvidia Rallies To 3-Month Highs, Bitcoin Dips Below $107K: What's Driving Markets Thursday?
↗
May 29, 2025
Wall Street hovered slightly higher by midday Thursday, giving up a chunk of strong overnight gains in futures markets that were triggered by a federal court ruling suspending a large portion of...
Via
Benzinga
Topics
Government
Trump Administration Nearing Three Trade Deals Despite Tariff Ruling, Says White House Advisor Kevin Hassett
↗
May 29, 2025
Hassett did not disclose which three deals are on the table but stated they were ready for President Trump’s decision as of last week.
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ETFs
Government
Stocks
Nasdaq Futures Rip Higher On Nvidia Earnings, Trade Court Blow To Trump Tariffs — But Analyst Stays Wary
↗
May 28, 2025
Morgan Stanley Research says the U.S. will continue trade negotiations but not eliminate tariffs.
Via
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Artificial Intelligence
ETFs
Economy
Elon Musk Bows Out Of DOGE, Thanks Trump For 'Opportunity To Reduce Wasteful Spending'
↗
May 28, 2025
DOGE claims to have saved U.S. taxpayers $175 billion so far, through asset sales, canceled contracts, workforce reductions, and other initiatives.
Via
Stocktwits
Topics
ETFs
Government
Lawsuit
Trump’s Global Tariffs Struck Down By US Trade Court: Futures, Dollar Climb As Gold Slides
↗
May 28, 2025
A U.S. federal trade court ruled that Trump exceeded his authority by imposing sweeping global tariffs under emergency powers, declaring the measures unlawful.
Via
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Topics
ETFs
Government
Stocks
Senator Elizabeth Warren Reportedly Questions Pentagon AI Contracting Amid Reports Of Elon Musk’s Grok Use In US Agencies
↗
May 28, 2025
Elon Musk’s Grok chatbot is reportedly being promoted for broader adoption within federal departments, including the Department of Homeland Security, despite not having received formal approval.
Via
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Artificial Intelligence
ETFs
Stocks
Wall Street Stalls As Treasury Yields Climb Again Ahead Of Nvidia Earnings, Fed Minutes: What's Driving Markets Wednesday?
↗
May 28, 2025
After a sharp Tuesday rally fueled by optimism over improved U.S.-EU trade ties, Wall Street stalled midweek as rising Treasury yields reasserted pressure ahead of Nvidia Corp.
Via
Benzinga
Topics
Economy
US Mortgage Applications Slip As Rates Hit 18-Week High
↗
May 28, 2025
The 30-year fixed mortgage rate rose to 6.98%, an 18-week high, up from 6.92% the week before.
Via
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Topics
ETFs
Earnings
Nasdaq, S&P 500 Futures Tread Water Ahead Of Nvidia Earnings, Fed Minutes: Economist Says Markets Coming To Terms With ‘Trumpian Volatility’
↗
May 27, 2025
A strategist braces for more and stronger gains ahead, citing a snapping of a long bearish streak in a key investor sentiment measure.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
NVIDIA Q1 Earnings Preview: Analyst Cautions On Macro Uncertainty, China Restrictions - 'Stay Long The Stock'
↗
May 27, 2025
Experts see China restrictions, Blackwell demand and guidance as the top items to watch for Nvidia's Q1 financial results.
Via
Benzinga
Wall Street Rockets As Bond Yields Drop, Tesla Hits 3-Month Highs: What's Driving Markets Tuesday?
↗
May 27, 2025
Wall Street charged higher Tuesday, with U.S. equities posting broad-based gains by midday as investors embraced a risk-on mood, spurred by easing Treasury yields and renewed optimism surrounding trade...
Via
Benzinga
US Stock Futures Surge Higher As Traders Cheer EU Tariff Pause, But Fund Manager Signals Caution Ahead
↗
May 27, 2025
President Donald Trump confirmed over the weekend that he has extended the implementation of 50% tariffs on the European Union until July 9 to allow time for negotiations.
Via
Stocktwits
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Economy
Government
Stocks
US Futures Rise After Trump Delays EU Tariff Deadline To July 9: Asia-Pacific Markets Trade Mixed Amid Memorial Day Holiday
↗
May 25, 2025
Stock futures rise in Asia as Trump extends tariff deadline for EU imports until July 9. Markets remain closed for Memorial Day. Mixed performance in Asia-Pacific markets. Trump makes light of...
Via
Benzinga
Topics
Government
World Trade
Senators Warren, Blumenthal Warn DOJ Against Letting Boeing 'Weasel Its Way Out' Of Accountability Over 737 Max Crashes
↗
May 23, 2025
The appeal comes amid reports that the DOJ may finalize a non-prosecution agreement with Boeing, potentially shielding the company from criminal charges.
Via
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ETFs
Fraud
Government
Stocks, Bitcoin Fall On Trump's Tariff Threats, Gold Rallies: What's Driving Markets Friday?
↗
May 23, 2025
Wall Street stumbled midday Friday, shaken by a fresh wave of trade war fears after President Donald Trump proposed aggressive new tariffs on Apple Inc. (NASDAQ:AAPL)
Via
Benzinga
Topics
Government
World Trade
April New-Home Sales In US Jump To Highest Since 2022 As Prices Fall And Inventory Builds Up
↗
May 23, 2025
At the current sales pace, the market reflected 8.1 months of supply in April, down from 9.1 months in March, but still higher than the 7.7-month supply level recorded a year earlier.
Via
Stocktwits
Topics
ETFs
Earnings
Government
Trump Proposes 50% Tariffs On EU, Threatens Apple With 25% Levies on Foreign-Made iPhones
↗
May 23, 2025
This comes after Apple CEO Tim Cook announced that the iPhone maker plans to move its manufacturing from China to India after President Trump’s reciprocal tariffs were announced on April 2.
Via
Stocktwits
Topics
ETFs
Government
Stocks
Trump's 'Big, Beautiful' $3.8 Trillion Bill Squeaks Through House: Expert Says It Will 'Boost The Economy In The Short Term,' But Worsen Deficits
↗
May 23, 2025
US House of Representatives passed Trump's $3.8 trillion tax-and-spending bill, sending 10-yr Treasury yields to 5.15%.
Via
Benzinga
Topics
Economy
Government
Trump May 'Want' A Recession: Market Observer Says It Serves His Economic Agenda—Lower Rates, Oil Prices, And Trade Deficit
↗
May 23, 2025
As economic uncertainties continue to mount, a viral post on X speculates that President Donald Trump might see a strategic upside in a recession.
Via
Benzinga
Topics
Government
Nasdaq Futures Slip As Fiscal Worries Weigh, But Strategists Pin Hope On Trump’s Tax Relief
↗
May 23, 2025
The economic calendar for the day is fairly light, with speeches by a few Federal Reserve officials and the Commerce Department’s new home sales report for April on tap.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Stocks Rebound As Treasury Yields Fall, Bitcoin Tops $111,000: What's Driving Markets Thursday?
↗
May 22, 2025
Wall Street edges higher as GOP tax bill clears the House and bond yields ease, helping investors shake off prior losses while digesting mixed May business activity data.
Via
Benzinga
Topics
Bonds
UnitedHealth Faces More Pressure As Bad News Mounts: JPMorgan Calls Pullback 'Overdone,' Retail Bulls Hang Tight
↗
May 22, 2025
UNH stock is now down more than 39% year-to-date, the worst performer in the S&P 500, and the most oversold on the benchmark index.
Via
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Economy
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