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home
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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Client Contact with Portfolio Manager(s)
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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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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
Tax-Free Income Seminar
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Meta Is Planning A Revival Of Its Stablecoin Efforts, Stripe Could Be A Likely Candidate For The Pilot: Report
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The report stated that Meta is planning to integrate the technology with a vendor to implement the payments system and a new wallet.
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February 24, 2026
WBD also noted that the merger agreement with Netflix remains in effect, adding that the WBD board continues to recommend it over the Paramount offer.
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February 24, 2026
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AMD Stock Soars Pre-Market After Meta Expands Multi-Year AI Chip Partnership
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February 24, 2026
As part of the agreement, AMD has issued Meta a performance-based warrant for up to 160 million shares of AMD common stock.
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3 Simple ETFs to Buy With $1,000 and Hold for a Lifetime
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3 Vanguard ETFs to Buy With $1,000 and Hold Forever
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Tesla Hits Back At California DMV For Forcing Rebrand Of Driver Assistance Features: Report
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February 23, 2026
According to CNBC, Tesla in a complaint alleged that the agency “wrongfully and baselessly” labeled Tesla a “false advertiser” for its prior use of the terms Autopilot and Full Self-Driving.
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Buy Coinbase Shorts Despite Selloff, Monness Crespi Tells Investors — What Is The Analyst’s Rationale?
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February 23, 2026
The analyst attributed the selloff in Coinbase to President Donald Trump's tariff moves, continued exchange traded fund outflows, and "signs of whales moving HODLs onto exchanges," as per TheFly.
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Uber To Allow Parking Reservations On App With New Acquisition
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February 23, 2026
The acquisition is aimed at bringing parking reservations onto the Uber app powered by Spothero, the company said.
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Citi Shares Dive — It Is Reportedly Selling More Of Its Banamex Stake
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February 23, 2026
Citigroup is discussing the offloading of stakes smaller than 5% each to a group of companies and Mexican family offices, including Blackstone Inc., General Atlantic among others, according to a...
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PayPal Reportedly Attracting Takeover Interest After Stock Slump
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February 23, 2026
At least one large rival is looking at the whole company, while some other suitors are only interested in certain PayPal assets, Bloomberg News reported.
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Is Microsoft Down? Downdetector Reports Issues With Azure, Outlook, MSFT 365
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Microsoft flagged that services that require Multi-Factor Authentication may return gateway timeout errors for users in the U.S.
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Eli Lilly Announces New Version Of Zepbound With A Month’s Worth Of Doses In KwikPen — How Much Will It Cost?
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Palo Alto Networks Removed From Wedbush’s ‘Best Ideas List’ — Here’s Why
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February 23, 2026
According to TheFly, Wedbush’s Dan Ives cited investment price discipline as the reason for the removal of PANW from the list.
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Nvidia Must Deliver A Blowout To Reassure Investors That AI Trade Is Still Young, Expert Says Ahead Of NVDA's Q4 Results
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February 23, 2026
Being at the epicenter of AI, Ken Mahoney hopes that Nvidia will offer clues as to what’s happening in the technology sector.
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DPZ Stock Pops Pre-Market As Domino’s ‘Hungry For More’ Strategy Drives 32nd Straight Year Of International Same-Store Sales Growth
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February 23, 2026
The company said that its market share in the U.S. increased by another point, keeping it ahead of the Quick Service Restaurant pizza category.
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The Best Stock to Invest $1 In Right Now
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If You’re Not Investing in This Winning ETF, You Need to Ask Yourself Why
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February 23, 2026
If you're going to dive into a fund, why not choose one that offers proven stocks on a platter?
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Vanguard S&P 500 ETF: A Smart Buy for Long-Term Investors Right Now
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February 22, 2026
Regardless of short-term valuation or economic growth concerns, the S&P 500 remains one of the best long-term wealth creation tools.
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2 ETFs Robinhood Retail Investors Favor Over Palantir, Alphabet, Meta, and Netflix Shares
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February 22, 2026
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This Vanguard ETF Has Doubled the S&P 500's Returns Year to Date. Should You Buy It?
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February 21, 2026
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If You'd Invested $5,000 in the Vanguard S&P 500 ETF 15 Years Ago, Here's What You'd Have Today
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February 21, 2026
You could earn more than you might think with this ETF.
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Applovin Stock In Focus Amid Reportedly Ongoing SEC Probe; Convequity Says Wait For The Dip Before Investing
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February 20, 2026
The SEC stated to Bloomberg News that an “investigation involving AppLovin is still active and ongoing”.
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GE Stock On Track To Hit All-Time High: Morgan Stanley Calls It A ‘Structural Winner’, Flags 27% Upside
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February 20, 2026
Morgan Stanley initiated coverage of the stock with an ‘Overweight’ rating and a price target of $425, according to The Fly.
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Which Is the Better Vanguard ETF to Buy? MGK vs. VOO
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February 20, 2026
Should investors stick with the S&P 500, or keep leaning into mega-cap growth in today's market?
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Tesla CEO Elon Musk Envisions Coffee Shops At Superchargers Manned By Optimus Bots
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February 19, 2026
Musk said that the company might consider the idea in response to an X user.
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Trevian Wealth Management Buys $2.7 Million of Fidelity Nasdaq Composite Index ETF
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February 19, 2026
Fidelity Nasdaq Composite Index ETF tracks thousands of U.S.-listed growth and technology stocks for broad market exposure.
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JNJ Stock Rises As Drugmaker Reportedly Eyes Orthopedics Segment Sale For Up To $20B
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February 19, 2026
Bloomberg reported, citing people familiar with the matter, that DePuy Synthes could be valued at more than $20 billion in a sale.
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