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about us
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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(TSX:
BRK
)
34.26
-0.52 (-1.50%)
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Updated: 3:59 PM EDT, Mar 27, 2026
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Should You Buy American Express While It's Below $315?
↗
July 29, 2025
The supplier of premium credit cards has more than tripled investor capital in five years.
Via
The Motley Fool
Topics
Credit Cards
Economy
Supply Chain
Where Will Berkshire Hathaway Be in 5 Years?
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July 29, 2025
A major management shake-up means it's time to reassess where this company's going and how it will get there.
Via
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Wall Street's Star Tracker ETFs Are Booming—But Copying Warren Buffett And Bill Ackman May Be Riskier Than It Looks
↗
July 29, 2025
ETFs replicating strategies of famous investors gaining popularity, but face challenges like time lags and high fees.
Via
Benzinga
Topics
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Is Apple Sinking Warren Buffett's Portfolio? The Oracle Of Omaha's Winning Streak Faces Collapse
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July 28, 2025
Warren Buffett has beaten the S&P 500 three of the last four years. The legendary investor could underperform the S&P 500 in 2025 if trends continue.
Via
Benzinga
Topics
Stocks
Berkshire Hathaway's Buffett Premium Is Fading, Says Hedge Fund Manager: 'We Sold The Last Of Our Berkshire'
↗
July 28, 2025
Hedge fund manager Bill Smead of Smead Capital has revealed that his firm has fully exited its position in Berkshire Hathaway.
Via
Benzinga
The Best Berkshire Hathaway Stock to Invest $1,000 in Right Now
↗
July 28, 2025
American Express is still a reliable long-term investment.
Via
The Motley Fool
Topics
Credit Cards
Economy
The Stock Warren Buffett Spent $78 Billion Buying Over the Last 7 Years Is Slumping, and It Begs the Question: Has the Oracle of Omaha Lost His Touch?
↗
July 28, 2025
The stock nearest and dearest to the Oracle of Omaha's heart has lost more than 10% of its value as the S&P 500 and Nasdaq Composite have surged to new highs.
Via
The Motley Fool
Topics
Stocks
Why Pool Corp Stock Could Be the Cool Play in a Hot Summer
↗
July 27, 2025
Pool Corp issued its Q2 earnings report on July 24.
Via
The Motley Fool
Topics
Economy
Supply Chain
World Trade
10 No-Brainer Warren Buffett Stocks to Buy Right Now
↗
July 27, 2025
Warren Buffett owns over 40 stocks, many of which have been multibaggers. Some of these are no-brainer buys right now.
Via
The Motley Fool
Topics
Artificial Intelligence
Electric Vehicles
Warren Buffett Has $187 Billion Invested in Just 5 Stocks. Here's the Best of the Bunch.
↗
July 27, 2025
Is Buffett's biggest holding his best stock?
Via
The Motley Fool
Marjorie Taylor Greene's Berkshire Hathaway Investment Falters After She Bought The Shares At April Lows — What If She Had Chosen Bitcoin Instead?
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July 26, 2025
Rep. Marjorie Taylor Greene (R-Ga.) has been one of the most active stock investors from the political fraternity, and several of her trades have received significant media attention.
Via
Benzinga
Deal Dispatch: Will Buffett Catch The Train? Plus — Bezos Circles CNBC
↗
July 25, 2025
Sony to shed assets, Telefónica shifts, megabanks merge, and Chevron confirms layoffs — all part of this week's deal landscape.
Via
Benzinga
Topics
Workforce
Should You Buy Berkshire Hathaway While It's Below $500?
↗
July 25, 2025
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3 Stocks Too Cheap to Ignore at These Prices
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July 25, 2025
A low valuation doesn't inherently mean a stock is worth buying, but it certainly doesn't hurt the bullish case.
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Warren Buffett's Favorite Stock Is Up Over 4,470,000% Since 1965, but You Won't Find It in His Portfolio
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July 25, 2025
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Warren Buffett Owns 10 High-Yield Dividend Stocks. Here's the Best of the Bunch.
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July 25, 2025
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3 No-Brainer Warren Buffett Stocks to Buy Right Now
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July 25, 2025
Several of Buffett's picks for Berkshire Hathaway would be strong choices for most other investors as well.
Via
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Warren Buffett's Next Big Buy? Why This Beaten-Down Blue Chip Stock Fits His Playbook Perfectly.
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July 25, 2025
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2 Dividend Stocks to Hold for the Next 10 Years
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July 24, 2025
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Economy
Opportunity In Japan After Breakout Triggered By Trade Deal With U.S., Trump AI Speech Ahead
↗
July 23, 2025
Via
Benzinga
Topics
Artificial Intelligence
Government
Bright Rock Dumps 25,000 Shares of Warren Buffett's Berkshire Hathaway
↗
July 23, 2025
Via
The Motley Fool
Topics
Economy
Regulatory Compliance
Bank of America Is One of the Largest Financial Companies by Market Cap. But Is It a Buy?
↗
July 23, 2025
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If I Could Buy and Hold Only a Single Stock, This Would Be It.
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July 23, 2025
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The Motley Fool
Topics
Retirement
Is Warren Buffett's $347 Billion Cash Buying Railroads? Here's What The Oracle Of Omaha Said
↗
July 22, 2025
Berkshire Hathaway has over $300 billion in cash. Warren Buffett may be eyeing the railroad sector to put the cash to work.
Via
Benzinga
Analysts Find Flavor In Warren Buffet's Favorite Pizza Stock
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July 22, 2025
Dominos' stock traded higher on Tuesday after reporting strong Q2 revenue of $1.15B, beating estimates. Analysts have mixed reactions to the earnings.
Via
Benzinga
Warren Buffett Dismisses Reports Berkshire’s BNSF Is Teaming Up With Goldman Sachs To Acquire A Rival
↗
July 22, 2025
Berkshire Hathaway acquired BNSF in 2010 in a deal valued at $26.5 billion to scoop up 77.4% of the railroad company.
Via
Stocktwits
Warren Buffett Doubles His Stake In This Pizza-Maker Over 3 Quarters As Berkshire Sells Two-Thirds Of Its Apple Holdings
↗
July 22, 2025
Warren Buffett's Berkshire Hathaway has offloaded 67% stake in Apple while building a stake in Domino's over the last three quarters.
Via
Benzinga
Railroad M&A Frenzy? CSX Rises Premarket As It Reportedly Taps Advisors Amid Union Pacific–Norfolk Southern Deal Buzz
↗
July 22, 2025
According to a Reuters report, Berkshire Hathaway’s BNSF has also enlisted Goldman Sachs as the sector gears up for the biggest merger in decades.
Via
Stocktwits
Topics
Earnings
Government
Coca-Cola Q2 Preview: Will Warren Buffett Favorite Acknowledge Donald Trump's Sugar Push?
↗
July 21, 2025
Coca-Cola should continue to outpace multinational peers, and the strength of the company is not fully priced into the stock, analysts say.
Via
Benzinga
Topics
Government
If I Could Load Up on Any Artificial Intelligence (AI) Stock, It Would Be This One (Hint: It's Not Nvidia)
↗
July 21, 2025
I see this as a more stable AI play.
Via
The Motley Fool
Topics
Artificial Intelligence
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