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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
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
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TAM sm Program
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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
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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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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Back Dated Performance Reports
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Event Schedule
Total Asset Fund (TAF sm) Presentation
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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iShares MSCI China ETF
(NQ:
MCHI
)
62.64
+0.40 (+0.64%)
Streaming Delayed Price
Updated: 3:10 PM EST, Jan 5, 2026
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EM Election Madness
↗
June 04, 2024
Equities in the U.S. have gotten off to a weak start this month with the S&P 500 (SPY) down modestly over the past couple of sessions.
Via
Talk Markets
Topics
Stocks
Alibaba, Tencent Price Cuts Put Chill On China Tech: Profit Squeeze, Trade Tensions Push Stocks Near Correction Zone
↗
May 31, 2024
Chinese technology stocks are facing a significant downturn, nearing a technical correction due to profit-taking and geopolitical uncertainties.
Via
Benzinga
Topics
World Trade
Asia Week Ahead: RBI Likely To Pause While China’s Exports Rise
↗
May 30, 2024
A busy week ahead for Asia should see the Reserve Bank of India pausing alongside trade data set for release in China, Taiwan, and South Korea.
Via
Talk Markets
China A Lost Market For Nvidia, AMD? The Asian Superpower Reportedly Sets Up Biggest Semiconductor Fund To Nurture Advanced Chipmaking
↗
May 27, 2024
China plans to take the U.S. head-on with efforts to bolster domestic semiconductor industry, and this could bode ill for Nvidia and the likes.
Via
Benzinga
3 Sorry China Stocks to Sell in May While You Still Can
↗
May 27, 2024
With rising interest rates and geopolitical tensions, now may be the time to reevaluate China stocks to sell for a more secure portfolio.
Via
InvestorPlace
JPMorgan Bullish On China Stocks, Property Sector Despite Recent Struggles
↗
May 24, 2024
JPMorgan has expressed optimism about the future of China's stock market and real estate sector, despite recent challenges.
Via
Benzinga
Alibaba To Raise $4.5B Through Convertible Bonds For Share Buybacks Amid Fierce Competition, Slow Recovery
↗
May 24, 2024
In a bid to fund share repurchases, Alibaba Group Holding has announced a $4.5 billion convertible bond issue. This move comes amid increasing competition and a sluggish Chinese economic recovery.
Via
Benzinga
Topics
Bonds
Asia Week Ahead: Australia Reports Inflation While China Releases Latest PMI Readings
↗
May 23, 2024
The week ahead features Australia’s inflation and China’s PMI. Meanwhile, India’s GDP is due for release, alongside industrial production reports from Japan and South Korea.
Via
Talk Markets
Topics
Economy
PDD Holdings Earnings Volatility Alerts Buyers
May 23, 2024
PDD stock is looking to give investors another 50% rally, at least that what analysts think through their price targets as the Chinese economy heats up
Via
MarketBeat
Topics
ETFs
Economy
5 Investors Betting Big on Nio (NIO) Stock in Q1
↗
May 22, 2024
NIO stock is down big year-to-date, and the recent 13F filings from institutional investors backs the losses up.
Via
InvestorPlace
Goldman Sachs Raises Forecast For Chinese Market: Stock Ideas To Bet On Recovery Momentum
↗
May 21, 2024
Goldman Sachs sees potential for further rise in Chinese stocks due to improving macroeconomic performance and policy support, with a 60% probability of continuing gains and potential average returns...
Via
Benzinga
Burry Just Sold Amazon, Replaced it With Alibaba, is He Right?
May 20, 2024
Those looking to improve their risk/reward ratios within their portfolios can follow Michael Burry's lead out of Amazon and into Alibaba
Via
MarketBeat
JD’s Earnings Could Mean Chinese Stocks Making a Comeback
May 20, 2024
JD.com is looking to lead the comeback from Chinese stocks, calling enough attention from Ray Dalio and even Michael Burry making JD his biggest holding today.
Via
MarketBeat
Topics
ETFs
Economy
Rate Cut Confidence Keeps Volatility In Check
↗
May 19, 2024
Financial markets are experiencing a period of relative calm, with reduced foreign exchange and U.S. Treasury market volatility.
Via
Talk Markets
SPDR ETF Report For Friday, May 17
↗
May 17, 2024
A review of the day's trading in various SPDR-ETF markets for the trading day just ended.
Via
Talk Markets
Topics
ETFs
Baidu Stock Earnings Prove Ray Dalio Right about China?
May 17, 2024
Baidu is another Chinese stock showing investors why the Chinese economy is something to look out for, as recovering fundamentals attracted Ray Dalio
Via
MarketBeat
Topics
ETFs
Economy
Warning For Chinese Economy? Shoppers Fail To Keep Pace With Factory Output
↗
May 17, 2024
In April, China's retail sales growth decelerated while industrial activity remained robust, according to data released on Friday by the National Bureau of Statistics.
Via
Benzinga
Asia Week Ahead: Regional PMI Figures Plus Two Central Bank Meetings
↗
May 16, 2024
Next week features regional PMI readings and inflation from Singapore. We also get Taiwan’s export orders and China’s loan prime rate plus two central bank decisions.
Via
Talk Markets
Topics
Economy
What Wall Street Doesn’t Want You to Know About Alibaba Stock
May 14, 2024
Alibaba stock is healthier than ever, despite an "86%" decline in net income, the metric that really matters enabled management to pay a dividend
Via
MarketBeat
Topics
ETFs
Economy
China-Focused ETFs Have Become 'Political Footballs' In US As Investor Apprehension Leads To Large Scale Shutdown
↗
May 13, 2024
13 U.S.-listed China ETFs have ceased operations in the first quarter of 2024 alone while new ETFs launched have also dropped.
Via
Benzinga
Topics
ETFs
SPDR ETF Report For Friday, May 10
↗
May 11, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, May 10.
Via
Talk Markets
Topics
ETFs
The 3 Best Chinese Stocks to Buy in May 2024
↗
May 10, 2024
As tensions ease and the market outlook brightens, these three best Chinese stocks to buy are tipped for substantial growth.
Via
InvestorPlace
The Dragon Awakens: KraneShares CIO Names 5 Reasons To Invest In China's Stock Market Rebound
↗
May 09, 2024
China's stock market has rebounded impressively in 2024, thanks to government support, changing sentiments of global investors, policy reforms, and economic recovery.
Via
Benzinga
Asia Week Ahead: Growth From Japan And Inflation Reports From China And India
↗
May 09, 2024
The coming week features inflation reports from China and India plus Australia’s labor data.
Via
Talk Markets
Topics
Economy
Chinese Stocks Surge As Investors Bet On Economic Turnaround: 7 ETFs To Watch
↗
May 08, 2024
Chinese stocks have rallied 19% from 2024 lows, fueled by economic recovery & improved private sector activity. Overestimation of recovery is a risk.
Via
Benzinga
Topics
ETFs
China Stock Ideas For Tech Resurgence: Tesla, Apple Make Strategic Moves; Goldman Sachs Projects 40% Upside Potential
↗
April 30, 2024
"There's only two companies able to thread the needle in terms of China-US. It's Cook in Cupertino, and Musk and Tesla," said Wedbush's Dan Ives.
Via
Benzinga
SPDR ETF Report For Friday, April 26
↗
April 27, 2024
Via
Talk Markets
Topics
ETFs
UBS Upgrades China Stocks Amid 'Valuation Collapse': What Investors Need to Know
↗
April 23, 2024
UBS Group AG has upgraded China's stock market to Overweight, citing resilient earnings and state fund interventions. Other Asian markets downgraded.
Via
Benzinga
SPDR ETF Report For Friday, April 19
↗
April 20, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, April 19.
Via
Talk Markets
Topics
ETFs
Alibaba Stock Analysis: Insights, Trends, and Future Predictions
April 19, 2024
Alibaba is still a key E-commerce player, and its financials remain strong in the face of Ray Dalio and Michael Burry, analysts see nearly 100% upside
Via
MarketBeat
Topics
Economy
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