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Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
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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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Client Information
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Sample Portfolio
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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)
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Additional Information
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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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SPDR S&P 500 ETF Trust
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Monster Vs. Celsius: As Consumers Ditch Soda And Booze, Which Energy Drink’s Stock Is Winning?
↗
December 16, 2025
Via
Stocktwits
Why Wharton's Jeremy Siegel Believes Powell's Conceptual Shift On Inflation ‘Matters Enormously'
↗
December 16, 2025
The economist said Powell’s tone on inflation, acknowledgment of labor market softness, and the shift on the balance sheet point to a more accommodative direction.
Via
Stocktwits
Topics
Economy
Dow Futures Edge Lower Ahead Of Jobs Report: PYPL, TSLA, OGI, TBHC Among Stocks To Watch
↗
December 16, 2025
Markets are bracing for the latest jobs data even as technology stocks continue to dominate the conversation.
Via
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Artificial Intelligence
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Indexes Hold Near Highs, But Breadth Keeps Slipping
↗
December 16, 2025
Major ETFs are still holding key support on the weekly timeframe, but participation under the surface continues to fade. Monday’s session showed a still-negative advance/decline split and a noticeable...
Via
Chartmill
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Nasdaq Files For Near 24-Hour Trading As Global Investors Demand Access Beyond Wall Street’s Clock: Report
↗
December 15, 2025
The plan would reshape U.S. market hours to include overnight trading, driven by rising international participation.
Via
Stocktwits
Topics
Regulatory Compliance
What Is Price-To-Earnings Ratio And Why Does It Matter?
↗
December 12, 2025
Via
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Carvana’s S&P 500 Inclusion Sparks Dream Sprint — But Retail Traders Are Still Extra Wary
↗
December 11, 2025
Via
Stocktwits
Topics
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Tesla, iRobot, ServiceNow, Radiopharm Theranostics, Kyverna Therapeutics: Stocks Making The Biggest Moves Today
↗
December 15, 2025
Tesla shares were up nearly 4% in Monday’s midday trade after CEO Elon Musk stated in a post on Sunday that the EV giant had begun fully autonomous testing of Robotaxis in Austin.
Via
Stocktwits
Topics
Bankruptcy
ETFs
Economy
Fed Chair Race Reopens As Trump Allies Question Hassett’s Independence And Promote Warsh: Report
↗
December 15, 2025
Kevin Hassett’s once-clear path to the Fed’s top job has become uncertain after pushback from Trump insiders revived Kevin Warsh’s candidacy.
Via
Stocktwits
Topics
Bonds
Economy
Government
Gold Is Up 65% YTD, But Howard Marks Says The Case For Owning It Can Be ‘Superstition,’ Not Intrinsic Value
↗
December 15, 2025
The Oaktree co-founder, also known for his investment memos, voiced his opposition to Bitcoin, diamonds, and gold for lacking an intrinsic value.
Via
Stocktwits
What Is The US Tech Force? Inside Trump’s Plan To Build An Elite Government AI Corps
↗
December 15, 2025
The U.S. Tech Force is backed by the White House, and it will tackle complex and large-scale civic and defense challenges.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Retirement
Powell Didn’t Surprise — But Markets Might: How Retail Traders Are Positioning After Fed’s Rate Cut
↗
December 11, 2025
Via
Stocktwits
Topics
Economy
BofA’s Savita Subramanian Says S&P 500 Will End 2026 At 7,100 – Here’s What Citi And Oppenheimer Expect
↗
December 15, 2025
The head of U.S. equity and quantitative strategy at Bank of America Securities said that this year’s bull run from AI may not sustain next year.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Stocks
Anticipation Builds: Stocks Edge Upward as Markets Brace for Mid-December Economic Barrage
December 15, 2025
The financial markets opened the week of December 15, 2025, with a palpable sense of anticipation, as major stock indices registered gains, signaling investor optimism ahead of a packed schedule of...
Via
MarketMinute
Topics
Bonds
Economy
Stocks
Breadth Stumbles on Heavy Distribution, But the Foundation Holds
↗
December 15, 2025
Friday delivered a clear “risk-off” breadth reset: decliners overwhelmed advancers and downside volatility picked up, on heavier-than-average volume. Yet beneath the one-day damage, participation...
Via
Chartmill
Dow Futures Inch Upward Amid Key Economic Data Releases: ASTS, TLRY, MAXN, PLCE Among Stocks To Watch
↗
December 15, 2025
he November employment data, delayed due to the government shutdown, will be released by the Bureau of Labor Statistics on Tuesday.
Via
Stocktwits
Topics
Artificial Intelligence
Cannabis
ETFs
iRobot Vacuumed Up The Market With Its Roomba — But Quickly Ran Out Of Power After A Failed Amazon Deal
↗
December 15, 2025
iRobot sold about 50 million robots in its 35-year run.
Via
Stocktwits
Topics
Bankruptcy
Economy
Illinois Foundation Loads Up Shift4 Payments Stock With Nearly 116,000 Shares
↗
December 12, 2025
The fund bought 115,848 shares, increasing reported holdings by approximately $8.97 million.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Trump Weighs Kevin Warsh And Kevin Hassett As Top Candidates For Fed Chair: Report
↗
December 12, 2025
Trump’s remarks indicate the Fed chair decision is still unsettled, keeping Warsh in the race alongside Hassett.
Via
Stocktwits
Topics
Economy
Government
Broadcom, Tilray, Rivian, Fermi, Lululemon: Stocks Making The Biggest Moves Today
↗
December 12, 2025
Broadcom shares were down more than 11% in Friday’s midday session after CEO Hock Tan’s $73 billion AI backlog order statement failed to impress Wall Street.
Via
Stocktwits
Topics
Artificial Intelligence
Cannabis
ETFs
Trump’s ‘Core 5’ Club Raises Eyebrows: New Supergroup Reportedly Leaves Out European Allies, Includes China And Russia
↗
December 12, 2025
The C5 superclub would meet regularly, just like the Group of Seven, with specific themes on the agenda.
Via
Stocktwits
Topics
Government
Fed’s Goolsbee Explains Why He Voted Against December Rate Cut: 'Getting More Evidence First Feels Like The Wiser Choice'
↗
December 12, 2025
Goolsbee was one of the three Fed officials who dissented against the central bank’s decision of a 25-basis-point rate cut on Wednesday.
Via
Stocktwits
Topics
Economy
Small Caps Take the Lead as Breadth Holds Its Ground
↗
December 12, 2025
Thursday’s session looked more like a controlled handoff than a reversal: IWM broke out convincingly, SPY kept grinding near the highs, and QQQ cooled off under resistance.
Via
Chartmill
Stock Futures Trade Mixed Amid AI Valuation Concerns Following Broadcom Earnings: AVGO, ORCL, TLRY, PLCE Among Stocks To Watch
↗
December 12, 2025
While the Dow Jones futures were up on Friday morning, S&P and Nasdaq 100 futures were down.
Via
Stocktwits
Topics
Artificial Intelligence
Cannabis
ETFs
Anthony Pompliano Says Fed Liquidity Move Could Lift Bitcoin And Tech Stocks, But Weigh On The Dollar
↗
December 11, 2025
In a Substack post, Pompliano stated that the return of quantitative easing is likely to leave investors “very happy,” given its historical impact on asset prices.
Via
Stocktwits
Topics
ETFs
Economy
The $200 Billion Enigma: Private Secondaries Market Grapples with Opacity Amidst Explosive Growth
December 11, 2025
The private secondaries market, a critical yet often overlooked segment of the private equity landscape, is witnessing an unprecedented surge in activity. With global transaction volumes projected to...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Regulatory Compliance
First Opendoor, Now Nextdoor: EMJ’s Jackson Is Chasing Next Market Miracle — Retail Traders Pile In Naturally
↗
December 11, 2025
The meme-stock whisperer’s bullish AI thesis has sent the neighborhood app’s shares soaring over the previous two sessions.
Via
Stocktwits
Topics
Artificial Intelligence
Jobless Claims Rise Higher Than Expected After Big Drop During Thanksgiving Week
↗
December 11, 2025
According to data released by the U.S. Department of Labor on Thursday, jobless claims rose by 44,000 to 236,000 in the week ended December 6.
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
Bessent To Propose Looser Regulation By Financial Stability Monitoring Body Created After 2008 Financial Crisis: Report
↗
December 11, 2025
According to a CNBC report, Bessent will propose a new approach for the FSOC in a bid to allow the monitoring body to adopt a freer process when it comes to the regulation and oversight of institutions...
Via
Stocktwits
Topics
Artificial Intelligence
What Are Mortgage Rates And How Do Fed Rate Cuts Impact Them?
↗
December 11, 2025
Lenders set mortgage rates based on their own funding costs, risks, and the prevailing economic landscape.
Via
Stocktwits
Topics
Bonds
Economy
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