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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
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
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Quarterly Performance Reports
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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Client Information
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Event Schedule
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Total Asset Market (TAM sm) Presentation
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Asia Mixed, Europe Markets Advance; Crude Oil Spikes On Hurricane Risks, Dollar Strengthens - Global Markets Today While US Slept
↗
September 09, 2024
US markets closed lower due to labor market slowdown, causing uncertainty about Fed's interest rate plans. Asian markets mixed, oil prices rise.
Via
Benzinga
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Asia And Europe Markets In Red; Crude Stays Below $70, While Dollar Weakens - Global Markets Today While US Slept
↗
September 06, 2024
US markets closed mixed on 9/5, with S&P 500 and Dow down, Nasdaq up. Positive economic reports helped alleviate concerns. Asian markets fell, oil and dollar weakened ahead of US jobs data.
Via
Benzinga
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Asia And Europe Markets Mixed; Oil Stays Below $70, Dollar Retreats - Global Markets Today While US Slept
↗
September 05, 2024
On Wed, US markets closed mixed as labor market data & Fed comments hinted at potential rate cut. Dow gained slightly, S&P & Nasdaq slipped.
Via
Benzinga
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Stocks
Japan Leads Asia Markets Decline, Europe Slides; Crude Oil Falls below $70 - Global Markets Today While US Slept
↗
September 04, 2024
US stocks close lower on weak manufacturing data and Fed rate cut uncertainty. Asian markets follow with major declines. Commodities and futures down.
Via
Benzinga
Topics
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Asia Markets Mixed, Europe Slides; Dollar Near 2-Week High And Gold Steady Above $2,500 - Global Markets Today While US Slept
↗
September 03, 2024
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Asia And Europe Markets Advance, Dollar Ticks Higher And Gold Holds Above $2,540 - Global Markets Today While US Slept
↗
August 30, 2024
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Benzinga
Asia Markets Mixed, Europe Advances; US Dollar Gains While Gold Hits New High At $2,555 - Global Markets Today While US Slept
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August 29, 2024
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Benzinga
Asia Markets Mixed, Europe Gains; Crude Oil Falls On Chinese Demand Concerns - Global Markets Today While US Slept
↗
August 28, 2024
US stocks rise on anticipation of Nvidia's earnings and AI insights. Majority of S&P 500 sectors close higher. Asian markets mixed. Oil and gold prices fall.
Via
Benzinga
Topics
Artificial Intelligence
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Asia Markets Mixed, Europe Edges Up; Crude Oil And Gold Retreat - Global Markets Today While US Slept
↗
August 27, 2024
US stocks closed mixed on 8/26, with Dow up 0.16%, S&P 500 down 0.32%, and Nasdaq down 0.85%. Japan's Nikkei up 0.72%, Europe up, oil down.
Via
Benzinga
Topics
Stocks
Asia And Europe Markets Mixed; Gold Hits Another Record High As Dollar Hits 3-Week Low - Global Markets Today While US Slept
↗
August 26, 2024
U.S. stocks closed higher on Friday after Fed Chair Powell hinted at September rate cut, while all major indexes saw solid gains for the week.
Via
Benzinga
Topics
Economy
Asia Markets Mixed, Europe Advances; Gold Hits New All Time High - Global Markets Today While US Slept
↗
August 23, 2024
U.S. stocks closed lower as traders anticipate Fed rate cuts. Asian markets mixed, Europe and US futures up. Commodities and forex markets show volatility.
Via
Benzinga
Topics
Economy
Asia Mixed, Europe Markets Advance; Gold Steady Near All-Time High, Dollar Strengthens - Global Markets Today While US Slept
↗
August 22, 2024
US stocks close higher on cautious trading, boosted by Fed minutes and upcoming Jackson Hole symposium. Asian and European markets also mostly up.
Via
Benzinga
Topics
Economy
Asia Mixed, European Markets Advance; Gold Stays Near All Time High While Dollar Gains - Global Markets Today While US Slept
↗
August 21, 2024
US stock markets close lower, breaking 8-day winning streak as investors pause before economic symposium. Energy stocks decline, consumer staples gain.
Via
Benzinga
Asia Ex-Japan Markets Rise, Europe Opens In Green, Gold Hits New High While Dollar Weakens - Global Markets Today While US Slept
↗
August 19, 2024
US stock markets closed higher on Friday, lifted by positive economic indicators and optimism about Fed rate cuts. Asian markets mixed, oil prices drop.
Via
Benzinga
Topics
Economy
Japan's Nikkei Boosts Asia Markets, Europe Opens Mixed; Crude Oil Falls 2% While Gold Stays Near Record High - Global Markets Today While US Slept
↗
August 16, 2024
US stock markets closed higher on 8/15 with Nasdaq leading gains after strong retail data. Asian markets also up, Europe mixed. Commodity prices varied.
Via
Benzinga
Asian Up, Europe Mixed; Oil Advances And Gold Steady Near All Time High - Global Markets Today While US Slept
↗
August 15, 2024
US stock markets closed higher on Wednesday, with S&P 500 extending its winning streak to 5 sessions and supported by potential Fed rate cuts. Asian markets also showed gains.
Via
Benzinga
Topics
Economy
Stocks
Asia-Ex China And Europe Markets Advance; Gold Holds Near All Time High - Global Markets Today While US Slept
↗
August 14, 2024
US stock markets climb on softer producer prices, expect a Fed rate cut in Sept. Investors await consumer data. Asian markets mixed, Europe up.
Via
Benzinga
Topics
Economy
Japan's Nikkei Soars As Asia Markets Gain, Europe Opens Mixed; Gold Hits All Time High Of $2,500 - Global Markets Today While US Slept
↗
August 13, 2024
US stocks close mixed as investors await economic data. Asian markets climb on positive momentum. European stocks and US futures show gains.
Via
Benzinga
Asia And Europe Markets Mixed; Crude Advances And Gold Near All-Time High - Global Markets Today While US Slept
↗
August 12, 2024
US stocks rebounded, led by tech and energy sectors. Asian markets mixed, while European and US futures steady. Oil prices up on geopolitical tensions.
Via
Benzinga
Asia Markets Mixed, Europe Opens In Green; Gold Trades Near All-Time High - Global Markets Today While US Slept
↗
August 09, 2024
U.S. stocks close higher, jobless claims fall, S&P 500 and Nasdaq up 2%. Asian markets also rise. Crude oil and copper prices increase.
Via
Benzinga
Topics
Stocks
Asia Mixed, Europe Markets Dip; Crude Falls Below $75 And Dollar Slips – Global Markets Today While US Slept
↗
August 08, 2024
US stocks closed lower due to global selloff and Treasury auction results. Manheim Index rose 2.8% and mortgage apps increased 6.9%. Asian markets mostly down.
Via
Benzinga
Japan's Nikkei Lifts Asia, Europe Gains; Crude Oil And Dollar Advance - Global Markets Today While US Slept
↗
August 07, 2024
US stock markets rebound as Fed officials ease recession fears. Asian markets follow suit, with Japan's Nikkei up 2.51% and China's Shanghai Composite up 0.09%. Oil prices edge higher while gold and...
Via
Benzinga
Topics
Economy
Asia Markets Mixed As Japan Recovers, Europe Opens In Red, Crude And Gold Advance – Global Markets Today While US Slept
↗
August 06, 2024
On Monday, U.S. stock markets closed lower due to weak economic data & Fed's decision. Asian markets rebounded, Eurozone & US futures up, while USD rose.
Via
Benzinga
Topics
Economy
Bloodbath In Asia And Europe, Japan's Index Crashes 13%; Gold Near Record Highs - Global Markets Update While US Slept
↗
August 05, 2024
"Japanese stocks plunged to their biggest drop since 1987 amid global market turmoil, erasing 113 trillion yen ($792 billion) due to dismal jobs data, recession fears, and massive deleveraging of...
Via
Benzinga
Topics
Economy
Japan Drags Asia Markets Lower, Europe Opens In Red As Gold Hits $2,500 On Safe-Haven Demand - Global Markets Today While US Slept
↗
August 02, 2024
U.S. stock markets closed lower on 8/1 due to economic concerns and restrictive monetary policy. Asian markets also saw losses, while commodity prices rose and U.S. futures declined.
Via
Benzinga
Asia And Europe Markets Decline After Fed's Meet, Gold Surpasses $2,470, While Dollar Strengthens - Global Markets Today While US Slept
↗
August 01, 2024
US stock markets closed higher on 7/31, with S&P 500 and Nasdaq posting biggest gains since Feb. 22. Asian markets mixed. Commodities and futures up.
Via
Benzinga
Topics
Economy
Stocks
Asia Markets Up, Europe Opens Higher, Crude Advances 2.6% - Global Markets Today While US Slept
↗
July 31, 2024
US stock markets mixed on Tuesday, with S&P 500 and Nasdaq lower on weak chip/tech stocks, while Dow gained. Microsoft and Nvidia stocks fell. Asian markets mostly up. European markets and US futures...
Via
Benzinga
Topics
Stocks
Asia Markets Down, Europe Mixed; Crude Hovers Around $75 - Global Markets Today While US Slept
↗
July 30, 2024
US stock markets closed mixed on Monday, with S&P 500 slightly higher. Asian markets mostly down. Crude oil stable, gold up. Futures positive.
Via
Benzinga
Topics
Stocks
Asia Advances, Europe Mixed; Crude Slips To $77 And Gold Surges Above $2,430 - Global Markets Today While US Slept
↗
July 29, 2024
Stock markets close higher on tech megacap gains and Fed rate cut hopes. Economic data shows mixed results. Asian markets mostly up, Europe also higher. Oil prices recover slightly, gold and silver...
Via
Benzinga
Topics
Economy
Asia Ex-Japan And European Markets Advance; Gold Gains - Global Markets Today While US Slept
↗
July 26, 2024
Via
Benzinga
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