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about us
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Brochure Supplement Amit Stavinsky
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
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Total Asset Market (TAM)
TAM sm Program
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TAV Program
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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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Additional Information
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TAF
Event Schedule
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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
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Vanguard Total Stock Market ETF
(NY:
VTI
)
336.01
+0.90 (+0.27%)
Streaming Delayed Price
Updated: 12:19 PM EST, Jan 21, 2026
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Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock
↗
November 18, 2025
Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.
Via
Stocktwits
Topics
Artificial Intelligence
Meta’s Longtime Revenue Chief John Hegeman Departs Amid AI Leadership Reshuffle: Report
↗
November 18, 2025
According to a Bloomberg report, much of Hegeman’s portfolio will transition to Andrew Bocking, a veteran Meta executive.
Via
Stocktwits
Topics
Artificial Intelligence
Annovis Stock Rises After Company Confirms Meeting With Regulators To Discuss Drug In Treating Parkinson's Disease Dementia
↗
November 18, 2025
The meeting with the FDA is scheduled for January 2026.
Via
Stocktwits
Rothschild Reportedly Downgrades Microsoft, Amazon Over Rising AI Costs
↗
November 18, 2025
The firm’s analysis showed that GPU deployment demands nearly six times more investment to match the value created by the original cloud infrastructure.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Baillie Gifford Stands Firm On Long-Term Nvidia Bet As Q3 Earnings Near: Report
↗
November 18, 2025
Via
Stocktwits
Why Did Nuvalent Stock Surge 15% Today?
↗
November 17, 2025
Via
Stocktwits
Why Alphabet Stock Is Spiking Toward New Highs In Premarket Today
↗
November 17, 2025
Via
Stocktwits
Nvidia Stock Rises Premarket Ahead Of Q3 Print This Week: Thiel Exits, But Analysts Expect Another Blowout Quarter
↗
November 17, 2025
Via
Stocktwits
Why Did DGNX Stock Surge 13% Today?
↗
November 18, 2025
The facility will help investors access verified ESG data for tokenized real-world assets.
Via
Stocktwits
Topics
Artificial Intelligence
iPhone 17 Momentum Fuels Apple’s China Comeback In October; Analyst Says Huawei Threat Won’t Trigger Sharp Drop-Off
↗
November 18, 2025
Apple is on track to meet its prediction of returning to growth in the Chinese market, based on new data on iPhone sales in the country.
Via
Stocktwits
Topics
Economy
World Trade
Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round
↗
November 18, 2025
Citron Research said in August that Databricks is already a cornerstone of data and AI for Fortune 500 companies.
Via
Stocktwits
Topics
Artificial Intelligence
No AI Bubble Here: Nvidia Retail Bulls Shrug Off All Concerns And Expect Yet Another Monster Quarter
↗
November 18, 2025
Nvidia has beaten on revenue and profit in each of the past five quarters, and traders largely expect the hot streak to continue.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tesla Working On Implementing CarPlay In Its Vehicles: Report
↗
November 13, 2025
Via
Stocktwits
Disney On Retail’s Radar Ahead Of Q4 Print: Did Jimmy Kimmel Saga Dent Streaming Performance?
↗
November 12, 2025
Via
Stocktwits
VTI and SCHB Both Offer Total Stock Market Exposure, But One Might Have an Edge for Some Investors
↗
November 17, 2025
These two funds are nearly identical in every way, but they do have a couple of notable differences.
Via
The Motley Fool
Topics
ETFs
Why Did Dell Technologies Tumble 5% Pre-Market Today?
↗
November 17, 2025
Morgan Stanley highlighted surging memory costs as a significant headwind to Dell’s profitability.
Via
Stocktwits
Nvidia Is The “Foundational Piece” Of AI Revolution, Says Dan Ives Ahead Of Earnings
↗
November 17, 2025
Dan Ives called Nvidia ‘a foundational piece of this AI Revolution’.
Via
Stocktwits
Topics
Artificial Intelligence
This 16% Difference Could Make the Vanguard Total Stock Market ETF Outperform the S&P 500 During a Stock Market Sell-Off
↗
November 17, 2025
Index funds are effective tools for putting money to work in the stock market without needing to build an investment thesis around a particular company.
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Stocks
Warren Buffett’s Berkshire Tilts Toward Big Tech Again — This Time With A Bold Bet On Alphabet’s AI Future
↗
November 17, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Michael Burry Digs Up ‘One Chart To Refute Them All’ As He Sounds Fresh AI Bubble Alarm
↗
November 16, 2025
Big tech’s rising capital spending on cloud and AI has raised the specter of an imminent bubble burst, although some believe that the revolution has further legs to play out.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
4 Incredible Vanguard ETFs That Can Serve as a Complete Portfolio
↗
November 15, 2025
These funds can help you create a balanced portfolio.
Via
The Motley Fool
Topics
ETFs
Retirement
Ron Baron Optimistic About Elon Musk Achieving Goals Set In New Pay Package, Compares Him To Da Vinci: ‘He Remembers Everything…’
↗
November 14, 2025
Baron told CNBC that he doesn’t expect to sell his personal Tesla or SpaceX shares in his lifetime.
Via
Stocktwits
Nvidia’s AI Roadmap Draws Analyst Confidence, Prompting Multiple Target Price Hikes
↗
November 14, 2025
Morgan Stanley raised Nvidia’s price target to $220 from $210.
Via
Stocktwits
Topics
Artificial Intelligence
Apple’s China iPhone 17 Sales Outperform Industry: Stock Slips Premarket Amid Souring Tech Sentiment
↗
November 14, 2025
Apple’s slow AI adoption has insulated the company from the recent AI-led sell-off, according to market watchers.
Via
Stocktwits
Topics
Artificial Intelligence
ETFs
Economy
Did Amazon And Microsoft Just Turn On Nvidia? 2 Big Techs Reportedly Back Team Trump’s Plan To Box Out AI Chipmaker In China
↗
November 14, 2025
Nvidia’s push for a level playing field in China has seen a setback as a few hyperscaler customers have taken a stance against exporting chips to the Asian nation.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Why Applied Materials Stock Fell Over 4% After-hours Despite Q4 Beat
↗
November 13, 2025
CEO Gary Dickerson said AI adoption drove substantial investment in advanced semiconductors and wafer fab equipment, fueling the sixth consecutive year of growth.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Tesla Recalls About 10,500 Units Of Powerwall Home Battery Over Fire Risks
↗
November 13, 2025
The recall follows the company's receipt of 22 reports of overheating, including six reports of smoke and five reports of fire, resulting in minor property damage.
Via
Stocktwits
Topics
Product Recall
Morgan Stanley Lifts Micron’s Price Target To ‘Street High’, Cites Soaring Chip Demand
↗
November 13, 2025
Morgan Stanley lifted its price target on Micron to $325 from $220.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Oppenheimer Sees Another Nvidia Earnings Beat, Hikes Price Target Before Q3 Results
↗
November 13, 2025
Oppenheimer has raised its price target for Nvidia to $265 from $225.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
‘Big Short’ Investor Michael Burry Mocks Media Over His Palantir Short Bet, Says Their Math Was Off By Roughly 100x
↗
November 12, 2025
Burry said he spent $9.2 million on Palantir put options, not $912 million as the media reported.
Via
Stocktwits
Topics
Artificial Intelligence
Regulatory Compliance
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