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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
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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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
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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
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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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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Vanguard Morningstar Total Stock Market ETF
(NY:
VTI
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378.24
+1.66 (+0.44%)
Official Closing Price
Updated: 8:00 PM EDT, Aug 21, 2026
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All News about Vanguard Morningstar Total Stock Market ETF
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Tesla VP Of Finance, Engineer Who Developed OTA Feature Announce Exit Amid Other High-Profile Departures
↗
March 09, 2026
According to VP Sendil Palani’s Linkedin profile, he first joined the company in 2009 as a senior financial analyst, before leaving in 2011, and later rejoining the company in 2014.
Via
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↗
March 09, 2026
AN2 Therapeutics shares more than doubled in value on Monday after the company announced a private placement to raise about $40 million.
Via
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Jim Cramer's 'Terrific' AI Stock Pick Is Already Up 26% YTD, And It Just Received A Double Upgrade Today — Here's Why
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March 09, 2026
Cramer cited GE Vernova being sold out of its turbines as the reason behind his calling it a “terrific story.”
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March 09, 2026
A key principle of risk management is something that many investors ignore at their peril.
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When the Stock Market Pulls Back, This Vanguard ETF Has Historically Recovered The Fastest
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March 09, 2026
When stocks begin recovering from a correction, it's usually not the S&P 500 that leads on the way back up.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Micron Stock Draws Buzz On S&P 100 Inclusion: Analysts, Traders Expect Blowout Earnings Report Next Week
↗
March 08, 2026
Retail traders maintained a ‘neutral’ stance on MU amid concerning signals, including Nvidia choosing Korean and Chinese memory suppliers over Micron for its next-gen Vera Rubin hardware.
Via
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3 Unstoppable Vanguard ETFs I'm Stocking Up On Right Now to Prepare for a Market Crash
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March 08, 2026
The right investments can protect your portfolio while maximizing your earnings.
Via
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1 Vanguard ETF I Keep Buying Every Time the Market Dips
↗
March 08, 2026
The market is beginning to provide investors with some real buy-the-dip opportunities. I think this ETF delivers the best way to approach it.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
This Groundbreaking Vanguard ETF Opened New Doors for Investors
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March 08, 2026
It didn't take much, but it had a big impact.
Via
The Motley Fool
Topics
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Incyte’s Drug Approved In Europe For Treating Yet Another Rare Cancer
↗
March 06, 2026
The company said that EC approved Zynyz in combination with carboplatin and paclitaxel for adult patients with metastatic or with inoperable locally recurrent squamous cell carcinoma of the anal...
Via
Stocktwits
Why Is LNTH Stock Up After Hours?
↗
March 06, 2026
Lantheus said that the FDA approved its PYLARIFY TruVu injection.
Via
Stocktwits
Nike’s $300M Charge Announcement Indicates Intent To Exit Converse, Says Analyst
↗
March 06, 2026
Nike said on Thursday in a filing with the Securities and Exchange Commission that the company’s management has approved a plan to implement “certain organizational changes” which are expected to...
Via
Stocktwits
BBAI Shares Climb After Having Declined 25% This Year — Retail Says Buy Now To Triple Your Money
↗
March 06, 2026
BigBear.ai Holdings posted a 38% decline in Q4 revenue to $27.3 million earlier this week, compared to Wall Street’s estimates of $33.3 million, according to data from Fiscal.ai.
Via
Stocktwits
China Reportedly Nearing To Buy 500 Boeing 737 Max jets
↗
March 06, 2026
Boeing and China are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets, a Bloomberg report said.
Via
Stocktwits
Topics
Government
Fund Manager Says Tesla Bulls Are Overestimating Robotaxi Impact On Stock: ‘Four Factors…Will Determine Who Wins’
↗
March 06, 2026
Bulls are now estimating that Tesla alone is going to succeed in autonomous ride-hailing, Black opined, while expressing his disagreement.
Via
Stocktwits
Topics
Earnings
Tesla Removes Model S, X From Referral Program As The Premium Vehicles Near Production End
↗
March 06, 2026
According to Tesla’s website, Tesla customers can only get benefits if their acquaintances purchase the Model 3, Model Y or Cybertruck vehicles under the referral program.
Via
Stocktwits
Topics
Earnings
IBG Stock Surges 70% Pre-Market Today: Retail Eyes Its ‘Nano Float’ And Upcoming BlockFuel Energy Merger
↗
March 06, 2026
IBG and BlockFuel Energy, whose merger was announced in October, expect to finalize their combination during the first quarter of 2026.
Via
Stocktwits
Topics
Energy
Rumble Stock Is Diving After Hours – What Happened To Q4 Revenue?
↗
March 05, 2026
The decline in Q4 revenue was attributable to a decrease in Audience Monetization revenues and lower Other Initiatives revenues. The revenue was in line with analyst expectations, per Fiscal.ai.
Via
Stocktwits
Owlet Stock Is Down 26% After Hours – How Did The Company’s Q4 Results Fare?
↗
March 05, 2026
Owlet said that for the first quarter of 2026, it expects revenue in the range of $20 to $21 million. The forecast was significantly lower than Wall Street expectations of $26.2 million.
Via
Stocktwits
Costco Q2 Sales Growth Trails Wall Street Expectations
↗
March 05, 2026
Net sales for the quarter increased 9.1% to $68.24 billion, though falling below an estimated $69.32 billion.
Via
Stocktwits
Topics
Energy
Tesla’s Dedicated Factory For Its Semi Truck In Nevada Nearing Completion As Deliveries Approach
↗
March 05, 2026
As per Tesla’s website, the vehicle will be available in two variants namely standard range and long range.
Via
Stocktwits
Topics
Artificial Intelligence
Electric Vehicles
Workforce
SERV Stock Declines After Edwin Dorsey’s Bear Cave Flags Concerns: ‘2026 Will Be The Year Reality Erodes Expectations…’
↗
March 05, 2026
As per Dorsey, any growth at Serve Robotics will fall short of investor expectations for multiple reasons.
Via
Stocktwits
MVIS Plummets Over 20%: D. Boral Capital Downgrades The Stock Citing Revenue Uncertainty And Wider Q4 Loss
↗
March 05, 2026
Analyst Jesse Sobelson said the company currently provides limited clarity about when meaningful revenue growth might materialize.
Via
Stocktwits
Topics
Artificial Intelligence
ALT Stock Drops On Wider-Than-Expected Q4 Loss: Retail Voices Hopes For Deal To Alleviate Cash Concerns
↗
March 05, 2026
CFO says company continues to be “strategic and opportunistic” in approach to securing capital needed for late-stage MASH trial.
Via
Stocktwits
Broadcom’s Q1 Earnings Beat Has Wall Street Optimistic — Analysts Say This Was The ‘Mic-Drop Moment’
↗
March 05, 2026
Bernstein hiked its price target for Broadcom to $525 from $475 while keeping an ‘Outperform’ rating, citing the company’s strong second-quarter guidance.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
3 Total Stock Market ETFs to Buy With $500 and Hold Forever
↗
March 05, 2026
Total stock market funds make some of the best long-term investments. Here are three that combine broad coverage and ultra-low fees.
Via
The Motley Fool
Topics
ETFs
OKTA Shares Rise After-Hours On Strong FY27 Outlook Driven By Large Deals
↗
March 04, 2026
For the full year 2027, the company expects total revenue of $3.17 billion to $3.19 billion, in line with an estimated $3.17 billion, and adjusted and diluted net income per share of $3.74 to $3.82,...
Via
Stocktwits
Amazon Reportedly Lays Off Within Robotics But Says Division Remains ‘Strategic Priority’
↗
March 04, 2026
Business Insider reported the layoffs on Wednesday, citing a message from Amazon Robotics VP Scott Dresser.
Via
Stocktwits
Topics
Artificial Intelligence
Workforce
DAWN Shares Rally On Buyout Speculation But Retail Warns A Deal Might Not Materialise
↗
March 04, 2026
On Stocktwits, retail sentiment around DAWN stock stayed within the ‘extremely bullish’ territory over the past 24 hours.
Via
Stocktwits
Topics
Economy
IBRX Stock Drops On Investor Concerns Over Immunotherapy Launch In Saudi Arabia Amid Middle East Tensions But Analyst Sees 20% Upside
↗
March 04, 2026
Piper Sandler raised the firm's price target on ImmunityBio to $12 from $7 and kept an ‘Overweight’ rating on the shares.
Via
Stocktwits
Topics
Intellectual Property
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