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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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
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Implementation
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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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Investing During Uncertain Times
Read FULL Seminar Here
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VIDEO: ETF of the Week: BTCI
August 25, 2025
Tickers
BTCI
FBTC
IBIT
NEOS
Tags
BTCI
chuck jaffe
IBIT
From
ETF Trends
ETF of the Week: NEOS Bitcoin High Income ETF (BTCI)
August 21, 2025
Tickers
BITCOMP
BTCI
NEOS
USD-BITSTAMP
Tags
chuck jaffe
bitcoin
etf of the week
From
ETF Trends
VIDEO: ETF of the Week: AVDV
August 19, 2025
Tickers
AVDV
Tags
Video
Podcasts
Avantis
From
ETF Trends
ETF of the Week: Avantis International Small Cap Value ETF (AVDV)
August 14, 2025
Tickers
AVDV
Tags
etf of the week
chuck jaffe
todd rosenbluth
From
ETF Trends
VIDEO: ETF of the Week: XLKI
August 11, 2025
Tickers
SPY
SPYI
XLEI
XLK
Tags
xlyi
SPYI
todd rosenbluth
From
ETF Trends
ETF of the Week: Technology Select Sector SPDR Premium Income Fund (XLKI)
August 07, 2025
Tickers
XLKI
Tags
chuck jaffe
podcst
etf of the week
From
ETF Trends
VIDEO: ETF of the Week: TCAF
August 05, 2025
Tickers
TCAF
Tags
Podcasts
TCAF
Video
From
ETF Trends
ETF of the Week: T. Rowe Price Capital Appreciation Equity ETF (TCAF)
July 31, 2025
Tickers
TCAF
Tags
expert insights
todd rosenbluth
Active ETF Channel
From
ETF Trends
Video: ETF of the Week: IWMI
September 30, 2024
Tickers
IWMI
NEOS
SPYI
Tags
Video
monthly income channel
Tax Efficient Income Channel
From
ETF Trends
ETF of the Week: NEOS Russell 2000 High Income ETF (IWMI)
September 26, 2024
Tickers
IWMI
NEOS
Tags
Tax Efficient Income Channel
monthly income channel
Podcasts
From
ETF Trends
VIDEO: ETF of the Week: WisdomTree International Hedged Quality Dividend Growth Fund
September 23, 2024
Tickers
EFA
IHDG
Tags
Video
WisdomTree
EFA
From
ETF Trends
ETF of the Week: WisdomTree International Hedged Quality Dividend Growth Fund (IHDG)
September 19, 2024
Tickers
IHDG
Tags
WisdomTree
Podcasts
IHDG
From
ETF Trends
VIDEO: ETF of the Week: Invesco S&P 500 Low Volatility ETF (SPLV)
September 16, 2024
Tickers
SPLV
Tags
Podcasts
Invesco
SPLV
From
ETF Trends
Main Management Market Note: September 13, 2024
September 13, 2024
Tags
main management
ETF of the Week
etf strategist channel
From
ETF Trends
ETF of the Week: Invesco S&P 500 Low Volatility ETF (SPLV)
September 12, 2024
Tickers
SPLV
Tags
Invesco
Podcasts
SPLV
From
ETF Trends
VIDEO: ETF of the Week: ALPS Equal Sector Weight ETF (EQL)
September 10, 2024
Tickers
ALPS
EQL
RSP
XLK
Tags
RSP
Podcasts
EQL
From
ETF Trends
ETF of the Week: ALPS Equal Sector Weight ETF (EQL)
September 05, 2024
Tickers
ALPS
EQL
Tags
ALPS
chuck jaffe
etf of the week
From
ETF Trends
VIDEO: ETF of the Week: JPMorgan Ultra-Short Income ETF (JPST)
September 04, 2024
Tickers
JPST
Tags
todd rosenbluth
chuck jaffe
etf of the week
From
ETF Trends
ETF of the Week: JPMorgan Ultra-Short Income ETF (JPST)
August 29, 2024
Tickers
JPST
Tags
JPMorgan
Podcasts
todd rosenbluth
From
ETF Trends
VIDEO: ETF of the Week: Amplify Online Retail ETF (IBUY)
August 27, 2024
Tickers
IBUY
Tags
Podcasts
IBUY
etf of the week
From
ETF Trends
ETF of the Week: Amplify Online Retail ETF (IBUY)
August 22, 2024
Tickers
IBUY
Tags
IBUY
Podcasts
expert insights
From
ETF Trends
VIDEO: ETF of the Week: Capital Group Municipal Income ETF (CGMU)
August 20, 2024
Tickers
CGMU
Tags
todd rosenbluth
etf of the week
Capital Group
From
ETF Trends
ETF of the Week: Capital Group Municipal Income ETF (CGMU)
August 15, 2024
Tickers
CGMU
Tags
expert insights
cgmu
todd rosenbluth
From
ETF Trends
VIDEO: ETF of the Week: ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM)
August 12, 2024
Tickers
ALPS
OUSM
Tags
featured
ALPS ETFs
Podcasts
From
ETF Trends
ETF of the Week: ALPS O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM)
August 08, 2024
Tickers
OUSM
Tags
Podcasts
todd rosenbluth
OUSM
From
ETF Trends
VIDEO: ETF of the Week: Goldman Sachs ActiveBeta International Equity ETF (GSIE)
August 05, 2024
Tickers
EFA
GSIE
VEA
Tags
expert insights
Featured
todd rosenbluth
From
ETF Trends
ETF of the Week: Goldman Sachs ActiveBeta International Equity ETF (GSIE)
August 01, 2024
Tickers
GSIE
Tags
todd rosenbluth
chuck jaffe
GSIE
From
ETF Trends
VIDEO: ETF of the Week: Grayscale Ethereum Mini Trust (ETH)
July 29, 2024
Tickers
ETH
ETHE
Tags
crypto channel
expert insights
etf of the week
From
ETF Trends
ETF of the Week: Grayscale Ethereum Mini Trust ETF (ETH)
July 25, 2024
Tickers
ETH
Tags
crypto channel
Podcasts
Ethereum
From
ETF Trends
ETF of the Week: PIMCO Active Bond ETF (BOND)
July 22, 2024
Tickers
BOND
Tags
bond
Video
etf of the week
From
ETF Trends
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