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Brochure Supplement Joe Estes
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Own Your Practice
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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
Quarterly Performance Reports
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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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TAF® Program
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Investing During Uncertain Times
Read FULL Seminar Here
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NextEra Energy Investors: July 25, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
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From
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Cutera Investors: July 24, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
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Icahn Enterprises Investors: July 10, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
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From
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IEP
Icahn Enterprises Investors: July 10, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
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From
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IEP
Lieff Cabraser and Co-Lead Counsel Announce Historic $235M Comprehensive Settlement with Altria in National JUUL Youth E-Cigarette Predatory Advertising, Addiction and Injury Cases
May 10, 2023
From
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Lieff Cabraser Heimann & Bernstein, Outten & Golden, and Goldman Sachs Announce $215 Million Settlement of Long-Running Gender Bias Class Action
May 08, 2023
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LivePerson Investors: 6/23/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
May 04, 2023
From
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LPSN
LivePerson Investors: June 23, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
May 04, 2023
From
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Tickers
LPSN
Lieff Cabraser, Aitken Aitken Cohen, and Larson LLP Announce Federal Judge Approves $50M Class Action Settlement with Amplify Energy for October 2021 Orange County Oil Spill
April 25, 2023
From
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Lieff Cabraser Partner Jonathan D. Selbin and DiCello Levitt Partner Adam J. Levitt Named Interim Co-Lead Class Counsel for Plaintiffs in Mercedes-Benz Subframe Rust and Corrosion Product Defect Litigation
April 10, 2023
From
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DraftKings NFT Investor Alert: 5/8/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 22, 2023
From
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DraftKings NFT Investors: May 8, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 21, 2023
From
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Catalent, Inc. Investor Warning: 4/25/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 14, 2023
From
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Tickers
CTLT
Fidelity National Investor Warning: 5/5/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 14, 2023
From
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FIS
Fidelity National Investors: May 5, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 13, 2023
From
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FIS
CATALENT, INC. INVESTORS: April 25, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 13, 2023
From
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CTLT
COGNYTE SOFTWARE INVESTOR ALERT: 5/1/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 13, 2023
From
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CGNT
Kornit Digital Investor Alert: 4/17/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 13, 2023
From
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KRNT
COGNYTE SOFTWARE INVESTORS: May 1, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 10, 2023
From
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Kornit Digital Investors: April 17, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
March 10, 2023
From
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Lieff Cabraser, Peiffer Wolf, and Meyer Wilson file federal class action against Norfolk Southern over February 3, 2023 Train Derailment and Massive Toxic Discharge
February 21, 2023
From
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SHC INVESTOR ALERT: 3/27/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
February 20, 2023
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SHC
PLDT Inc. INVESTOR ALERT: 4/7/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
February 20, 2023
From
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PHI
SHC INVESTORS: March 27, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
February 16, 2023
From
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SHC
PLDT Inc. INVESTORS: April 7, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
February 16, 2023
From
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PHI
Lieff Cabraser and Corpus Law Patel File Federal Class Action in Georgia Against Mercedes-Benz Over Dangerous Subframe Rust and Corrosion in 2010-2022 Model Year Mercedes Vehicles
February 10, 2023
From
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GEMINI “GIA” INVESTOR ALERT: 2/27/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
January 19, 2023
From
Lieff Cabraser Heimann & Bernstein, LLP
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ENVX INVESTOR ALERT: 3/7/2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
January 19, 2023
From
Lieff Cabraser Heimann & Bernstein, LLP
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Tickers
ENVX
GEMINI “GIA” INVESTORS: February 27, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
January 18, 2023
From
Lieff Cabraser Heimann & Bernstein, LLP
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ENVX INVESTORS: March 7, 2023 Filing Deadline in Securities Class Action – Contact Lieff Cabraser
January 18, 2023
From
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