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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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
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TAM sm Program
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Back Dated Performance Reports
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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
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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
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares S&P Software Index Fund
(NY:
IGV
)
104.57
-2.38 (-2.23%)
Official Closing Price
Updated: 8:00 PM EDT, Sep 4, 2026
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What's Going On With Salesforce Stock Today?
↗
June 07, 2024
Salesforce unveils Slack lists for task management, while announcing London AI center; stock up 17% over past year.
Via
Benzinga
Topics
Artificial Intelligence
What's Happening With Cloud Software Company Salesforce's Shares On Thursday?
↗
June 06, 2024
Salesforce announced London as the site for its first AI center, following the company's $4 billion investment in new technologies in the UK.
Via
Benzinga
Topics
Artificial Intelligence
My Top ETF to Buy the Dip in Slumping Software Stocks Like Salesforce
↗
June 01, 2024
Artificial intelligence (AI) optimism hasn't been enough to offset weak near-term results.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Salesforce Earnings Beat, Revenue Light. Weak Guidance Sends Big Cap Software Stock Down.
↗
May 29, 2024
Salesforce stock fell after Q1 Salesforce earnings topped estimates while revenue missed. Revenue guidance came in well below expectations.
Via
Investor's Business Daily
Topics
Earnings
Why April Brought Grief To Software Stocks As IGV Index Tumbles
↗
May 01, 2024
Microsoft stock has gained 5% in 2024 but the IGV software index is down 3% after falling 7% in April. The IGV index soared 59% last year.
Via
Investor's Business Daily
April Showers On Wall Street: Miners, Utilities Emerge As Bright Spots In Gloomy Market
↗
April 30, 2024
Performance in April 2024: Utilities lead, real estate lags. S&P 500, Nasdaq 100, Dow Jones Industrial Average, small-cap and large-cap indices all decline.
Via
Benzinga
Topics
Stocks
Oracle Has More Employees In California Than HQ Texas, Documents Show Ahead Of Nashville Move: Report
↗
April 30, 2024
Discover Oracle's Next Move: Nashville Bound from California and Texas. Learn about Chairman Larry Ellison's plans for the tech giant's relocation, uncovering insights into Oracle's shifting...
Via
Benzinga
Oracle Bets Big On Japan's Cloud Boom With $8B Investment
↗
April 18, 2024
Oracle Corp. (NYSE: ORCL) plans to invest $8B in Japan for cloud computing & AI infrastructure, supporting customers' digital sovereignty needs.
Via
Benzinga
Topics
Artificial Intelligence
This ETF Has Crushed the Markets and Even the Tech Sector: Don't Let Fearmongers Keep You Out
↗
April 16, 2024
This "risky" sector has returned the biggest rewards.
Via
The Motley Fool
Topics
ETFs
BofA Analyst Favors Large Cap Microsoft, Salesforce As Top AI Software Stocks
↗
April 11, 2024
Large cap software companies such as Microsoft and Salesforce stock are outperforming as generative AI plays, says a BofA analyst.
Via
Investor's Business Daily
Topics
Artificial Intelligence
What's Going On With Palantir & Oracle Shares After They Inked Partnership?
↗
April 04, 2024
Palantir and Oracle shares surge as they announce a partnership to deliver secure cloud and AI solutions worldwide, boosting market confidence.
Via
Benzinga
Topics
Artificial Intelligence
NVDA Double Top Formation Impacts Everything
↗
March 27, 2024
NVDA is finally showing signs of slowing and even a potential trend reversal pattern, a double top.
Via
Talk Markets
ETFs To Tap On Oracle's Strength
↗
March 13, 2024
Investors seeking to tap the strength should consider ETFs having the largest exposure to this software giant.
Via
Talk Markets
Topics
ETFs
AI Stocks: Why Chipmakers Are Outperforming Software Companies In 2024
↗
March 11, 2024
In 2024, chipmakers have outperformed software companies as the top AI stocks amid high expectations for AI-driven revenue growth.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Tax Season Is Here: Meet The New Federal Program That Can Eat Away At Tax Preparation Companies
↗
January 30, 2024
New IRS program launching for free tax filing could affect tax prep companies like H&R Block and Intuit. Market share drop could impact ETFs.
Via
Benzinga
BlackRock Announces Product Updates to 10 iShares ETFs
December 21, 2023
From
BlackRock
Via
Business Wire
Which Way Is The Stock Market Going To Break?
↗
November 10, 2023
With CPI on next week's calendar, what are the charts saying relative to which way the stock market may break near a vital inflection region?
Via
Talk Markets
Dow Jones Futures: S&P 500 Win Streak Ends On Treasury Auction, Powell Comments; Tesla Tumbles
↗
November 09, 2023
Dow Jones futures: The S&P 500 win streak is over, on a poor Treasury auction and Fed chief Powell comments. Tesla stock was a big loser.
Via
Investor's Business Daily
Topics
Economy
Stocks
Concern Grows Over Chinese Economy, This Foreign Market Fund That Excludes China Grows Nearly 7% - ETF Winners And Losers: Mid-Cap Flows
↗
October 24, 2023
Via
Benzinga
Topics
ETFs
Economy
Invesco's High Yield Bond Play Adds Over $.5 Billion - ETF Winners And Losers: Mid-Cap Fund Flows
↗
September 26, 2023
We performed a screening of micro-cap ETFs - defined as having Assets Under Management (AUM) between $2 billion and $10 billion - to determine what funds had the largest change in net assets on the...
Via
Benzinga
Topics
ETFs
Oracle, J. M. Smucker And A Tech ETF Up 43% This Year: CNBC's 'Final Trades'
↗
September 12, 2023
On CNBC’s "Halftime Report Final Trades," Jim Lebenthal of Cerity Partners named Oracle Corporation (NYSE: ORCL) as
Via
Benzinga
Topics
ETFs
Will Rising Interest Rates Bring A Recession And Bear Market?
↗
September 08, 2023
Investors and traders have been rattled by big moves in interest rates, the U.S. dollar, and oil prices. How much damage has been done to the stock market's trend?
Via
Talk Markets
Topics
Economy
Software Stocks & ETFs: The Next Big AI Opportunity?
↗
September 06, 2023
Artificial intelligence (AI) is the biggest investment theme this year as it is rapidly transforming many industries.
Via
Talk Markets
Topics
Artificial Intelligence
Disinflation Talk Grows, Rate Hike Bets Plummet: Top 5 ETFs Rallying On CPI Miss
↗
August 10, 2023
The disinflationary trend continued in July, even though the annual CPI inflation rate saw a slight increase from 3% to 3.2% last month, breaking a streak of 12 consecutive months of decline.
Via
Benzinga
Topics
ETFs
Economy
The Year’s Top 3 Tech ETFs as of August 2023
↗
August 08, 2023
Technology equities have outperformed this year, so here is a list of the best-performing tech-focused ETFs.
Via
InvestorPlace
S&P 500 Rallies Back To Highs As Apple, Nvidia Lead, But Watch For This; Tesla Deliveries Due
↗
June 30, 2023
Many stocks flashed buy signals. But was the pullback over too quickly?
Via
Investor's Business Daily
Unmasking Q2 2023's Stars & Strugglers: Industry ETFs And Top Stock Standouts
↗
June 27, 2023
Via
Benzinga
History Of Recessions And Impact On Today's Stock Market
↗
June 03, 2023
Countless data points are reviewed by market participants and economists to gauge recession odds. What can we learn from it in June 2023? What does it tell us about the current rally in stocks - doomed...
Via
Talk Markets
Hot & Cold: Who's Hiring The Most/Least Right Now - What Was Their Market Performance?
↗
June 02, 2023
The latest U.S. labor market report showed a remarkable rise in non-farm payrolls in May, with a surprising gain of 339,000. This marks the strongest pace of employment growth since January 2023.
Via
Benzinga
The Many Dimensions Of Technology ETFs And The Stocks They Hold
↗
June 02, 2023
QQQ, rose 31% year-to-date heading into the Memorial Day weekend. Van Eck’s Semiconductor ETF, SMH, recording a 45% YTD return,was even stronger. NVDA led the surge as the go-to provider to the giants...
Via
Talk Markets
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