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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
member log-in
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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Investing During Uncertain Times
Read FULL Seminar Here
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“The Final Countdown” Stock Market (and Sentiment Results)…
↗
September 08, 2022
As I have been saying since before Jackson Hole, the most important data point for 2022 will come on September 13 when CPI data is released.
Via
Talk Markets
September Total Return Forecasts: Major Asset Classes
↗
September 06, 2022
As financial markets sink, the relative allure of expected returns rises.
Via
Talk Markets
Major Asset Classes August 2022 Performance Review
↗
September 05, 2022
The summer’s over and it looks like the summer rally is history, too.
Via
Talk Markets
Market Turns Lower On Fed Comments
↗
August 29, 2022
It is clear the Fed views inflation as a continuing issue and Friday's market reaction was in response to an expectation of further interest rate increases ahead.
Via
Talk Markets
Commodities Rose During Last Week’s Mostly Risk-Off Trading
↗
August 29, 2022
A broad measure of commodities sidestepped the widespread losses found elsewhere for most of the major asset classes during the trading week through Friday, Aug. 26, based on a set of ETFs.
Via
Talk Markets
The Fed Can’t Afford Two Mistakes
↗
June 23, 2022
The Fed can’t afford consecutive policy errors, so inflation is unlikely to return to its 2% target.
Via
Talk Markets
Monitoring Investment Trends With ETF Pairs - Tuesday, Aug. 23
↗
August 23, 2022
Markets are still struggling to price in a variety of risk factors.
Via
Talk Markets
The Major Asset Classes Lost Ground Last Week
↗
August 22, 2022
A clean sweep of red ink washed over all the major asset classes for the trading week through Friday, Aug. 19, based on a set of ETFs.
Via
Talk Markets
Exploding Interest Rates May Finally Suck Stocks Lower
↗
August 11, 2022
Stocks moved lower today, despite moving sharply higher to start.
Via
Talk Markets
US Stocks Led Markets Last Week As Commodities Tanked
↗
August 08, 2022
American shares rose for a third straight week in trading through Friday’s close (Aug. 5), posting the leading performance for the major asset classes, based on a set of ETFs.
Via
Talk Markets
Inflation Breakeven And Term Spreads Adjusted For Premia
↗
August 06, 2022
The standard 10yr-3mo spread does not necessarily equal the difference between 3 month yields over the next 10 years vs the current 3 month yield.
Via
Talk Markets
Ism Brings Market Back To Reality After Exuberant Week. What's Next?
↗
August 01, 2022
Today's ISM Manufacturing numbers were a clear reflection of what many are assuming about the economy.
Via
Talk Markets
Major Asset Classes July 2022 Performance Review
↗
August 01, 2022
The majority of the major asset classes rebounded in July, providing relief from an extended run of red ink, based on a set of proxy ETFs.
Via
Talk Markets
8 Monster Stock Market Predictions For The Week Of Aug. 1
↗
July 31, 2022
Stocks rose sharply again on Friday. The rally probably isn’t over yet, especially since we have seen a significant inflow of liquidity in the last two weeks. Until we see some financial condition...
Via
Talk Markets
Is There A Case For A Return Of Disinflation/Deflation?
↗
July 26, 2022
It’s all about high inflation at the moment. The Federal Reserve is certainly focused on inflation risk and is set to raise interest rates again in tomorrow’s policy announcement.
Via
Talk Markets
Across-The-Board Rebounds For Major Asset Classes Last Week
↗
July 25, 2022
For one week, global markets delivered something other than gloom via a uniform rise in prices for the major asset classes over the trading week through Friday, July 22.
Via
Talk Markets
7 Monster Stock Market Predictions For The Week Of July 24
↗
July 24, 2022
It will be a hectic week for stocks, with an FOMC meeting and all of the mega-cap stocks reporting results. The market seems overly complacent at this point, with the VIX index trading at 23 and the...
Via
Talk Markets
US Bonds Rallied Last Week, Offering Ballast Vs. Losses Elsewhere
↗
July 18, 2022
Fixed-income markets in the US reverted to their traditional role of delivering upside support when the rest of the portfolio tanks however it’s too soon to say if this is a return to form for bonds...
Via
Talk Markets
US Stocks Rose Last Week Amid Widespread Losses Elsewhere
↗
July 11, 2022
American shares continue to trade in a tight range, posting a modest gain last week. But for most global markets, the trading week through Friday, July 8, delivered losses, based on a set of ETFs.
Via
Talk Markets
9 Monster Stock Market Predictions For The Week Of July 11
↗
July 10, 2022
The VIX may be the key to watch this week. The index is back to its recent lows and is in the same spot it was in heading into the CPI report last month. On June 9, the VIX started spiking as traders...
Via
Talk Markets
Stocks May Plunge Following June Jobs Data
↗
July 07, 2022
Stocks finished the day higher, with the S&P 500 rising 1.5%. The equity market rallied due to a move lower in the VIX and implied volatility.
Via
Talk Markets
Monitoring Investment Trends With ETF Pairs
↗
July 07, 2022
Risk-off sentiment continues to dominate market behavior. In other words, nothing much has changed vs. recent history.
Via
Talk Markets
Rates And The Dollar Rocket Higher On July 6
↗
July 07, 2022
Since the beginning of the year, the S&P 500 has moved opposite the dollar index. At least for the past couple of days, that relationship has broken down.
Via
Talk Markets
The Logical-Invest Newsletter For July 2022
↗
July 01, 2022
The SP500 has plunged more than 20% since the January high and that puts us officially in bear territory.
Via
Talk Markets
Global Markets Rebounded Last Week, Led By US REITs
↗
June 27, 2022
A relief rally lifted most markets around the globe for the trading week through Friday, June 24, based on a set of ETF proxies.
Via
Talk Markets
8 Monster Stock Market Predictions For The Week Of June 27
↗
June 26, 2022
Stocks had a solid finish to the week, with the S&P 500 rising by 3% on Friday. There is probably more room for the market to increase. I had been waiting to see what happened with the index at 3,815,...
Via
Talk Markets
Stocks Rise On June 23 As Recession Worries Worsen
↗
June 23, 2022
At this point, the movement we have seen in the market appears to resemble what we saw following the May options expiration, with a lot of churning.
Via
Talk Markets
All The Major Asset Classes Lost Ground Last Week
↗
June 20, 2022
Markets suffered a clean sweep of losses last week. It’s a rare event, but it happens.
Via
Talk Markets
TIPS ETFs to Bet on Higher Inflation
↗
June 18, 2022
Amid the inflationary backdrop, investing in TIPS ETFs, which offer shelter against rising inflation, would be prudent.
Via
Talk Markets
Monitoring Risk Appetite With ETF Pairs
↗
June 15, 2022
The trend has turned ugly, at least for the usual suspects in the land of asset classes.
Via
Talk Markets
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