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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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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
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Total Asset Fund (TAF)
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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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Client Contact with Portfolio Manager(s)
Additional Information
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TAF
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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Peter Schiff Warns Of US 'Recession' Risk As Japanese Bond Yields Hit 15-Year High And German Bond Sell-Off Triggers Market Shock
↗
March 06, 2025
Japanese and German government bond yields climbed sharply on Thursday, with Japan's 10-year yield reaching its highest level since 2009 amid a broader market sell-off.
Via
Benzinga
Topics
Bonds
Wall Street Awaits Trump's Tariff Decision, Digests Mixed Economic Data: What's Driving Markets Wednesday?
↗
March 05, 2025
The three major indices were mostly flat in midday trading Wednesday with the S&P 500 and Nasdaq slightly under the flatline and the Dow Jones up 39 points.
Via
Benzinga
Topics
Government
Stocks
This ETF Saw Huge Inflows And Topped The Vanguard S&P 500 ETF In Assets
↗
March 04, 2025
Which ETFs saw the most outflows last month?
Via
Talk Markets
Topics
ETFs
Stocks
Reinversion Continues
↗
March 01, 2025
Here is a quick look at some Treasury spreads as of the end of the week.
Via
Talk Markets
Topics
Bonds
Soft 20Y Auction Tails As Foreign Buyers Shrink
↗
February 19, 2025
The bid to cover dropped from 2.75 to 2.43, the lowest since November and below the recent average of 2.54.
Via
Talk Markets
Topics
Bonds
Stocks Drop As Trade War Escalates: What's Driving Markets Tuesday?
↗
March 04, 2025
U.S. stocks plunged Tuesday as President Donald Trump‘s tariffs on key trade partners came into effect, prompting retaliatory measures and intensifying global trade tensions.
Via
Benzinga
Topics
World Trade
No Bidders, No Safety Net: Is Fed's Liquidity Lifeline Drying Up? Plus, ETFs To Watch
↗
March 04, 2025
If yields keep dropping, bond prices will rise. And if liquidity crunch fears escalate, defensive sectors could shine.
Via
Benzinga
Topics
Bonds
ETFs
Economy
Is the S&P 500 Ready to Rally? A $1.8M Bet on SPY Says Yes
March 04, 2025
An options trader made a big bet that the S&P 500 could recover some of the declines it posted last week, with other factors at play to back it.
Via
MarketBeat
Topics
ETFs
Stocks
The Logical-Invest Newsletter For March 2025
↗
March 04, 2025
After a fierce two-year U.S. bull market where simply holding the S&P 500 outperformed almost all other diversified strategies, hedging is beginning to work again, indicating a more uncertain market.
Via
Talk Markets
Topics
Bonds
Commodities
ETFs
Something Wicked Is Coming - Here’s How To Get Ready
↗
March 03, 2025
On February 18, 2025, I walked through a signal I got back on Valentine's Day. Now, it's just deciding whether to roll your put hedges down, close your VIX volatility spread, and begin to dip your toes...
Via
Talk Markets
Topics
Bonds
Cryptocurrencies
ETFs
How To Track A Capital Rotation Event In Three Charts
↗
March 03, 2025
Most investors just aren’t typically attuned to seismic shifts in sentiment, but maybe the retail investor community is finally catching on.
Via
Talk Markets
Topics
ETFs
Options
Stocks / Equities
Volatility Crush And Massive Buy Imbalance Send Stocks Higher Ahead Of Big Week Of Data
↗
March 02, 2025
The events in the Oval Office on Friday sent the VIX 1-Day Index to an intraday high of 22. Add to that a negative gamma environment, and it seemed inevitable that we would see a “rip-your-face-off”...
Via
Talk Markets
Topics
Bonds
ETFs
Stocks
Why 10-Year Yields Are Easing – And What It Means For Stocks
↗
March 02, 2025
A little over a month ago as Donald Trump was about to take office as President, the 10-year Treasury note yield hit 4.80%. Almost every economist was writing that the 10-year would hit 5% due to...
Via
Talk Markets
Topics
Bonds
Economy
Government
This May Be Worse Than Inflation
↗
March 02, 2025
The Federal Reserve Bank of Atlanta’s latest GDPNow forecast plunged to a level that represents GDP declining to a -1.5% annualized rate.
Via
Talk Markets
Topics
ETFs
Economy
Tariffs, Tax Cuts, And The US Dollar: The Next Market Drivers
↗
March 01, 2025
Several factors have contributed to recent declines in US Treasury yields, signaling market hesitation over fiscal and monetary policy dynamics. Here is a brief overview of these factors to keep in...
Via
Talk Markets
Topics
Bonds
Currencies/Forex
Nvidia, Tesla Lead Tech Stock Rebound: What's Driving Markets Friday?
↗
February 28, 2025
Stocks recovered on Friday, with all three major indexes in the green, as the tech sector bounced back from Thursday's losses with NVIDIA Corp. (NASDAQ:NVDA) up 1.37% and Tesla, Inc. (NASDAQ:TSLA)
Via
Benzinga
Volatility Is The New Normal
↗
February 27, 2025
A discussion about market volatility, macroeconomic risks, and sector rotations.
Via
Talk Markets
Topics
ETFs
Options
Stocks / Equities
Nvidia Earnings On Deck, SMCI Regains Compliance: What's Driving Markets Wednesday?
↗
February 26, 2025
All three major indices were green in midday trading Wednesday as the S&P 500 and Nasdaq 100 looked to snap their four-day losing streaks. NVIDIA Corp.
Via
Benzinga
The Trump 2.0 Put: Got Bonds?
↗
February 26, 2025
During Donald Trump’s first term, some investors bought into the Trump 1.0 Put. The trade was based on the market’s belief that Trump believed the stock market’s performance was a referendum on his...
Via
Talk Markets
Topics
Bonds
Government
Long Bonds-Risk Indicator Risk Off, But With A Twist
↗
February 25, 2025
What bulls do not want to see, is when the long bonds (which have turned around) outperform both the S&P 500 and the Junk Bonds.
Via
Talk Markets
Topics
Bonds
ETFs
Stocks
Bitcoin Plunges As Consumer Confidence Falls: What's Driving Markets Tuesday?
↗
February 25, 2025
Markets fell broadly Tuesday with the S&P 500 trading at five-week lows and the Nasdaq extending its three-day losing streak. The Dow Jones managed to recover midday while Wall Street digested a...
Via
Benzinga
Topics
Stocks
Inflation Expectations Are Becoming Unanchored
↗
February 23, 2025
Economic activity will pick up again this week, culminating in the PCE report on Friday. Additionally, Nvidia’s midweek earnings, which have become a significant market-moving event in recent quarters,...
Via
Talk Markets
Topics
Bonds
ETFs
Economy
The Inside Sectors Of The Economy Flash Warning
↗
February 23, 2025
Zooming out to the weekly chart of TLT, we see a double bottom in play from the lows in October 2023 and January 2025.
Via
Talk Markets
Topics
Commodities
ETFs
Economy
CoT: Peek Into The Future Thru Futures - How Hedge Funds Are Positioned, Feb. 23
↗
February 23, 2025
It is tough guessing how things will shake out in the next few weeks, let alone for the remainder of the year or the next four years. If there is any certainty, it is that it will be volatile.
Via
Talk Markets
Topics
Stocks / Equities
George Soros Makes Fresh Bets On Alphabet, Small Caps: What About SPY Puts And Alibaba?
↗
February 19, 2025
Soros Fund Management made bullish bets on Alphabet and small-cap stocks while reducing exposure to SPY and Chinese tech in Q4.
Via
Benzinga
Trump Calls For More Tariffs, Federal Reserve Minutes On Deck: What's Driving Markets Wednesday?
↗
February 19, 2025
All three major U.S. indices are red in Wednesday's midday trading as investors weighed President Donald Trump's proposed tariffs on auto imports, pharmaceuticals and semiconductors.
Via
Benzinga
Topics
Economy
Government
World Trade
US, Russia Begin Ukrainian Peace Talks, Intel Shares Surge: What's Driving Markets Tuesday?
↗
February 18, 2025
Major U.S. indices are little-changed in Tuesday's midday trading as investors monitor recent geopolitical developments and anticipate the release of the latest FOMC minutes on Wednesday.
Via
Benzinga
CoT: Peek Into Future Thru Futures, How Hedge Funds Are Positioned - Feb. 16
↗
February 16, 2025
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
Stocks Head For Weekly Gains, US Treasury Yields Fall Below 4.5%: What's Driving Markets Friday?
↗
February 14, 2025
Stocks are headed for weekly gains, with the Dow Jones dipping slightly and the S&P 500 and Nasdaq trading just above the flatline Friday.
Via
Benzinga
Topics
Stocks
3 New Fixed-Income ETFs Use Options To Target Higher Income
↗
February 14, 2025
First Trust Advisors launches three new Target Income ETFs utilizing option strategies to boost income while maintaining fixed-income exposure.
Via
Benzinga
Topics
ETFs
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