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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
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm 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
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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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Salesforce
(NY:
CRM
)
260.41
+3.76 (+1.47%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Smart Money Is Betting Big In CRM Options
September 05, 2025
Via
Benzinga
These 3 Growth Stocks Are Crashing. Is This a Buying Opportunity?
September 05, 2025
Software is eating the world, but AI could be eating software.
Via
The Motley Fool
Topics
Artificial Intelligence
Is It Time to Buy Salesforce Stock?
September 05, 2025
Salesforce isn't just an AI story. It's an underrated cash cow funding huge buybacks and a growing dividend.
Via
The Motley Fool
Topics
Artificial Intelligence
Ross Gerber Slams 'Pathetic' Robotics Push, Says 'Make Me A Flying Car:' 'Trillions Invested For This...'
September 05, 2025
Ross Gerber criticizes tech companies for focusing on humanoid robots instead of practical innovations like flying cars.
Via
Benzinga
3 Growth Stocks on Track to Reach a $300 Billion Valuation by 2026
September 05, 2025
These three growth stocks have solid upside in the years ahead.
Via
The Motley Fool
Topics
Artificial Intelligence
Marc Benioff Says Salesforce Beat Palantir On US Army Contract: 'Our Prices Are Just So Much Lower'
September 05, 2025
Salesforce CEO Marc Benioff said the company beat Palantir for a U.S. Army contract by offering lower-cost AI solutions.
Via
Benzinga
Topics
Artificial Intelligence
Jim Cramer Predicts Palantir Could Hit $200 Despite Salesforce CEO Marc Benioff Snapping Up Deals, Calls PLTR CEO Alex Karp 'Scholar And A Gentleman'
September 05, 2025
Jim Cramer reaffirmed his bullish stance on Palantir Technologies Inc. on Thursday, maintaining his $200 price target.
Via
Benzinga
Market Monitor News September 5 BMO - Salesforce Sinks, Amazon Soars, and a Softer Job Market Fuels Rate-Cut Hopes
September 05, 2025
U.S. stocks climbed to new heights Thursday as a weaker-than-expected job report boosted hopes for rate cuts. Amazon surged, while Salesforce took a hit after offering cautious guidance. Political...
Via
Chartmill
Topics
Economy
Salesforce Announces Quarterly Dividend
September 04, 2025
From
Salesforce
Via
Business Wire
AI's New Frontier: Beyond the 'Magnificent Seven,' a Great Rebalancing Reshapes Global Earnings
September 04, 2025
Artificial intelligence (AI) is orchestrating a profound shift in global economic dynamics, extending its transformative reach far beyond the celebrated "Magnificent Seven" tech behemoths. This...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Energy
S&P 500 Soars to Uncharted Territory: Is the Market Overvalued or Justified by a New Era of Growth?
September 04, 2025
The S&P 500 index has repeatedly scaled new all-time highs in recent months, a testament to robust corporate earnings and an enduring wave of optimism, largely fueled by advancements in Artificial...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
Mixed Corporate Earnings Reports Spark Volatility Across Retail, Tech, and Semiconductor Sectors
September 04, 2025
Recent earnings reports from a trio of prominent public companies—American Eagle Outfitters, Salesforce, and Broadcom—have delivered a decidedly mixed bag of results, sending ripples of uncertainty...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
Economy
Labor Market Softens, Paving Way for Fed Rate Cut as Early as September 2025
September 04, 2025
The U.S. labor market is showing definitive signs of cooling, igniting strong expectations among investors and economists that the Federal Reserve could initiate an interest rate cut as early as its...
Via
MarketMinute
Topics
Bonds
Economy
Government
Salesforce's AI Revolution Feels Like A Fizzle
September 04, 2025
Salesforce's AI revolution is falling short of its promise, especially when viewed through the lens of its 2025 stock performance.
Via
Benzinga
Topics
Artificial Intelligence
Exploring the top movers within the S&P500 index during today's session.
September 04, 2025
Join us in exploring the top gainers and losers within the S&P500 index one hour before the close of the markets on Thursday as we examine the latest happenings in today's session.
Via
Chartmill
The Great Balancing Act: How Global Trade, Monetary Policy, and Tech Innovation are Shaping Today's Stock Market
September 04, 2025
Late 2025 finds the global stock market in a fascinating and often contradictory state, navigating a complex web of interconnected forces. On one side, the formidable thrust of artificial intelligence...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Economy
Salesforce Analysts Cut Their Forecasts After Q2 Results
September 04, 2025
Via
Benzinga
Salesforce Delivers Uninspiring Quarter But Signals AI Driven Upside Ahead, Says Analyst
September 04, 2025
Salesforce shares fall despite strong Q2 results and raised guidance. Data Cloud and AI grow, but weaker outlook tempers investor enthusiasm.
Via
Benzinga
Topics
Artificial Intelligence
Wall Street Gains On Rate Cut Bets, GE Hits Record Highs: What's Moving Markets Thursday?
September 04, 2025
Risk appetite returned to Wall Street on Thursday, as signs of labor market cooling in August cemented expectations that the Federal Reserve will begin cutting interest rates at its Sept. 17 meeting.
Via
Benzinga
Topics
Economy
Be Judicious – Salesforce and Figma Show Over Enthusiasm, Job Seekers Exceed Jobs Available
September 04, 2025
Via
Benzinga
10 Information Technology Stocks With Whale Alerts In Today's Session
September 04, 2025
Via
Benzinga
AI's Unstoppable Rise: Powering Corporate Earnings and Driving Market Optimism
September 04, 2025
The corporate landscape is currently experiencing a period of surprisingly robust earnings, particularly among S&P 500 companies, with an "insatiable demand for Artificial Intelligence (AI) technology"...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Intellectual Property
From Infrastructure to Monetization: The Evolving Landscape of AI Investment
September 04, 2025
The artificial intelligence (AI) investment landscape is undergoing a profound and strategic transformation, pivoting sharply from the foundational development of AI infrastructure to the more...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
In today's session, there are S&P500 stocks with remarkable trading volume.
September 04, 2025
Let's take a closer look at the S&P500 stocks with an unusual volume in today's session on Thursday. Stay informed about the market activity below.
Via
Chartmill
Why Salesforce Stock Fell 8.5% This Morning
September 04, 2025
Why did Salesforce stock drop after beating earnings estimates? Investors may have wanted something the company couldn't deliver.
Via
The Motley Fool
Topics
Artificial Intelligence
Earnings
Workforce
Explore the top gainers and losers within the S&P500 index in today's session.
September 04, 2025
Curious about the top performers within the S&P500 index in the middle of the day on Thursday? Dive into the list of today's session's top gainers and losers for a comprehensive overview.
Via
Chartmill
Why Salesforce (CRM) Stock Is Trading Lower Today
September 04, 2025
Shares of CRM software giant Salesforce (NYSE:CRM) fell 5.8% in the morning session after the company's second-quarter results featured an underwhelming forecast and a miss on a key sales metric.
Via
StockStory
Topics
Artificial Intelligence
McDonald's To Rally Around 14%? Here Are 10 Top Analyst Forecasts For Thursday
September 04, 2025
Via
Benzinga
These S&P500 stocks are gapping in today's session
September 04, 2025
Curious about the market action on Thursday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
Via
Chartmill
Salesforce Stock Is Moving Lower Thursday: What's Fueling The Sell-Off?
September 04, 2025
Salesforce Inc (NYSE:CRM) shares are trading lower Thursday after the company reported second-quarter financial results and issued third-quarter guidance below estimates. Multiple analyst firms lowered...
Via
Benzinga
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