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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
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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
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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Investing During Uncertain Times
Read FULL Seminar Here
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Dimensional US High Profitability ETF
(NY:
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38.07
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Updated: 8:00 PM EST, Jan 2, 2026
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CSX Stock Slips After Train Derailment, Chemical Leak In Rural Kentucky
↗
December 30, 2025
Associated Press reported, citing CSX, that no injuries were reported in the incident.
Via
Stocktwits
Verisk Terminates $2.35 Billion AccuLynx Acquisition Amid FTC Deadline Delay
↗
December 29, 2025
Verisk Analytics said it has cancelled the AccuLynx acquisition after the Federal Trade Commission failed to complete its review by the Dec. 26, 2025, deadline.
Via
Stocktwits
Why Analysts See Nvidia’s Groq Licensing Deal As A Clear Win For AI Leadership
↗
December 29, 2025
Despite the reported $20 billion price tag, brokerages believe the deal is small relative to Nvidia's scale and long-term earnings power.
Via
Stocktwits
Topics
Artificial Intelligence
Pentagon Blames Lockheed Martin For F-35’s Lack Of Availability
↗
December 23, 2025
Via
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Lam Research Stock Saw A Price Target Hike From B. Riley – What’s The Driving Factor?
↗
December 18, 2025
B. Riley raised its price target on Lam Research to $195 from $180.
Via
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Topics
Artificial Intelligence
US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report
↗
December 04, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Dick’s Sporting Goods Restructures Foot Locker Business With Some Store Closures, Inventory Cleanup
↗
November 25, 2025
Via
Stocktwits
HD Stock Drops Premarket On Lower Profit Guidance – CEO Says Demand Uptick Did Not Arrive
↗
November 18, 2025
Via
Stocktwits
Merck Scores FDA Fast-Track Review For Key Cholesterol And Cancer Drugs With Multibillion-Dollar Potential: Report
↗
December 17, 2025
While one of the drugs reportedly slated for fast-track review is the cholesterol pill Enlicitide decanoate, the other is its cancer therapy Sacituzumab tirumotecan.
Via
Stocktwits
White House AI Czar Sounds Alarm On Nvidia As China Rejects H200 Chips In Favor Of Local Rivals: Report
↗
December 12, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Costco Stock Dips After Hours Despite Strong Q1 And Holiday Momentum — Retail Bulls Eye Rally Next Week
↗
December 11, 2025
The company reported adjusted earnings per share of $4.50, above an analyst estimate of $4.27, according to data from Fiscal AI.
Via
Stocktwits
Topics
Artificial Intelligence
PepsiCo Reportedly Moves To Overhaul North American Supply Chain To Strike Peace With Activist Elliott
↗
December 08, 2025
As per a report from Bloomberg, the review of the supply chain is among a number of steps the company is taking to reach a settlement with Elliott who built a nearly $4 billion stake in the beverages...
Via
Stocktwits
Topics
Economy
General Motors Races To Decouple Supply Chain From China: Report
↗
November 12, 2025
Via
Stocktwits
Topics
Economy
Cencora Announces $1B Investment In US
↗
November 05, 2025
Via
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Merck Stock Rises Upon Receipt Of $700M In Funding For Experimental Cancer Drug
↗
November 04, 2025
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Colgate-Palmolive CEO Expects Tepid US Demand But Sees Sequential Gains: ‘Consumer Still Remains Relatively Weak Across North America’
↗
October 31, 2025
Via
Stocktwits
Apple Chip Chief Reportedly Dismisses Concerns About Exit: ‘I Love My Job’
↗
December 08, 2025
The clarification from the top executive and architect of the company’s in-house chip efforts come on the heels of a media report last week that Srouji informed CEO Tim Cook that he is considering...
Via
Stocktwits
Meta Acquires AI Wearables Startup Limitless AI
↗
December 05, 2025
The announcement was made by Limitless AI CEO in a video on X.
Via
Stocktwits
Topics
Artificial Intelligence
PepsiCo Is Close To Striking A Settlement With Activist Giant Elliott After Its $4B Push For Change
↗
December 04, 2025
Details of the settlement could not be learnt, the Wall Street Journal said.
Via
Stocktwits
Nvidia CEO Reportedly Meets Trump To Discuss Export Controls, Shrugs Off Tech Race Fears On Joe Rogan Podcast
↗
December 03, 2025
Reuters reported on Wednesday, citing a source familiar with the matter, that Huang was in the U.S. capital meeting with lawmakers, where he told them that state-by-state U.S. regulations would slow...
Via
Stocktwits
Topics
Artificial Intelligence
Government
Eli Lilly’s Jaypirca Granted Traditional FDA Approval In Treating Certain Cancers
↗
December 03, 2025
The agency approved the drug for patients who were previously treated with a covalent BTK inhibitor.
Via
Stocktwits
BMY CEO Expects Cancer Drug Opdivo To Drive Strong Sales In 2025
↗
October 30, 2025
Via
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Instagram Chief Wants Staff To Return To Office Full Time: Report
↗
December 01, 2025
Business Insider reported on Monday, citing an internal memo, that Mosseri wants Instagram staff to be at the office five days a week.
Via
Stocktwits
ORCL Stock Jumps After Analyst Says Market Undervalues Its OpenAI Partnership
↗
November 26, 2025
Deutsche Bank maintained a ‘Buy’ rating on Oracle and a $375 price target, according to TheFly.
Via
Stocktwits
Topics
Artificial Intelligence
TJX Stock Rises Pre-Market After Earnings Forecast Hike On Strong Holiday Demand
↗
November 19, 2025
The company now expects fiscal 2026 earnings per share to be in the range of $4.63 to $4.66, compared with the previous forecast of $4.52 to $4.57.
Via
Stocktwits
Microsoft Introduces 'Agent 365' To Track AI Agents Within Systems
↗
November 18, 2025
Microsoft noted that unmanaged agents can turn into invisible threats that leak data or take unauthorized actions, undermining a company’s security, governance, and compliance framework.
Via
Stocktwits
Topics
Artificial Intelligence
BMY Stock Slumps 5% After It Scraps Heart Drug Study
↗
November 14, 2025
The decision follows an analysis by an independent data monitoring committee that the trial is unlikely to meet its key goal.
Via
Stocktwits
Gilead’s Experimental One Pill Regimen Proved Non-Inferior To Multi-Pill Regimens In Treating HIV
↗
November 13, 2025
The company now plans to submit the data from the study to regulatory authorities.
Via
Stocktwits
Johnson & Johnson’s Newly Acquired Antipsychotic Drug Approved By FDA For Major Depressive Disorder
↗
November 06, 2025
JNJ gained access to Caplyta with the $14.6 billion acquisition of Intra-Cellular Therapies, Inc., which closed in April.
Via
Stocktwits
Apple Reportedly Developing Budget Mac To Take On Low-Cost Chromebooks, Windows PCs
↗
November 04, 2025
According to a Bloomberg News report, citing people familiar with the matter, the new low-cost laptop would be developed for students, businesses, and casual users.
Via
Stocktwits
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