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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
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Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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Total Asset Value (TAV)
TAV Program
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Client Contact with Portfolio Manager(s)
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
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TAF® Program
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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ETF of the Week: WisdomTree US SmallCap Earnings Fund (EES)
August 03, 2023
Tickers
EES
Tags
EES
WisdomTree
modern alpha channel
From
ETF Trends
ETF of the Week: SPDR S&P Regional Banking ETF (KRE)
July 27, 2023
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KRE
Tags
Featured
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Podcasts
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ETF of the Week: Consumer Discretionary Select Sector SPDR® Fund (XLY)
July 20, 2023
Tickers
XLY
Tags
XLY
tom lydon
expert insights
From
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ETF of the Week: ALPS Alerian MLP ETF (AMLP)
July 13, 2023
Tickers
ALPS
AMLP
Tags
chuck jaffe
Podcasts
expert insights
From
ETF Trends
ETF of the Week: NEOS S&P 500 High Income ETF (SPYI)
July 06, 2023
Tickers
NEOS
SPYI
Tags
NEOS
etf of the week
expert insights
From
ETF Trends
ETF of the Week: Pacer US Small Cap Cash Cows 100 ETF (CALF)
June 29, 2023
Tickers
CALF
Tags
Pacer
CALF
podcast
From
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ETF of the Week: PIMCO Multisector Bond Active ETF (PYLD)
June 22, 2023
Tickers
PYLD
Tags
PYLD
podcast
etf of the week
From
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ETF of the Week: SPDR Dow Jones Industrial Average ETF Trust (DIA)
June 15, 2023
Tickers
DIA
Tags
etf of the week
DIA
Featured
From
ETF Trends
ETF of the Week: KraneShares CSI China Internet ETF (KWEB)
June 08, 2023
Tickers
KWEB
Tags
Podcasts
chuck jaffe
tom lydon
From
ETF Trends
ETF of the Week: Direxion NASDAQ-100 Equal Weighted Index Shares (QQQE)
June 01, 2023
Tickers
QQQE
Tags
chuck jaffe
Podcasts
leveraged & inverse channel
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ETF of the Week: Global X Russell 2000 Covered Call ETF (RYLD)
May 18, 2023
Tickers
RYLD
Tags
Global X
etf of the week
featured
From
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ETF of the Week: Teucrium AiLA Long-Short Agriculture Strategy ETF (OAIA)
May 11, 2023
Tickers
OAIA
Tags
commodities channel
expert insights
tom lydon
From
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ETF of the Week: Consumer Staples Select Sector SPDR Fund (XLP)
May 04, 2023
Tickers
SPDR
XLP
Tags
spdr
XLP
tom lydon
From
ETF Trends
ETF of the Week: Main BuyWrite ETF (BUYW)
April 27, 2023
Tickers
BUYW
Tags
BUYW
featured
tom lydon
From
ETF Trends
ETF of the Week: iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)
April 20, 2023
Tickers
IAI
Tags
etf of the week
iShares
IAI
From
ETF Trends
ETF of the Week: Vanguard Mega Cap Growth ETF (MGK)
April 13, 2023
Tickers
MGK
Tags
mgk
fixed income channel
Vanguard
From
ETF Trends
ETF of the Week: ERShares Entrepreneurs ETF (ENTR)
April 06, 2023
Tickers
ENTR
Tags
tom lydon
expert insights
Podcasts
From
ETF Trends
ETF of the Week: ProShares Bitcoin Strategy ETF (BITO)
March 30, 2023
Tickers
BITCOMP
BITO
USD-BITSTAMP
Tags
crypto channel
bitcoin
etf of the week
From
ETF Trends
ETF of the Week BONUS: Todd Rosenbluth on Fixed Income and International Equity ETFs
March 17, 2023
Tickers
AMLP
BIL
INFL
OSEA
Tags
BIL
VGSH
fixed income channel
From
ETF Trends
ETF of the Week: SPDR S&P Regional Banking ETF (KRE)
March 16, 2023
Tickers
KRE
SPDR
Tags
tom lydon
expert insights
spdr
From
ETF Trends
ETF of the Week: Franklin FTSE Mexico ETF (FLMX)
March 09, 2023
Tickers
FLMX
Tags
etf of the week
volatility resource channel
FLMX
From
ETF Trends
ETF of the Week: abrdn Physical Precious Metals Basket Shares ETF (GLTR)
March 02, 2023
Tickers
GLTR
Tags
GLTR
commodities channel
abrdn
From
ETF Trends
ETF of the Week: NightShares 500 1x/1.5x ETF (NSPL)
February 23, 2023
Tickers
NSPL
Tags
night effect channel
etf of the week
featured
From
ETF Trends
ETF of the Week: Vanguard FTSE All World ex-US Small-Cap ETF (VSS)
February 16, 2023
Tickers
VSS
Tags
etf of the week
tom lydon
expert insights
From
ETF Trends
ETF of the Week: Vanguard Small Cap Growth ETF (VBK)
February 09, 2023
Tickers
VBK
Tags
etf of the week
Featured
tom lydon
From
ETF Trends
ETF of the Week: Invesco S&P 500® Equal Weight ETF (RSP)
February 02, 2023
Tickers
RSP
SPDR
SPY
Tags
SPY
etf of the week
Invesco
From
ETF Trends
ETF of the Week: SPDR S&P 500 ETF Trust (SPY)
January 26, 2023
Tickers
SPDR
SPY
Tags
SPY
etf of the week
podcast
From
ETF Trends
ETF of the Week: iShares Core MSCI Emerging Markets ETF (IEMG)
January 19, 2023
Tickers
IEMG
Tags
tom lydon
iShares
expert insights
From
ETF Trends
ETF of the Week: JPMorgan Equity Premium Income ETF (JEPI)
January 12, 2023
Tickers
JEPI
NEOS
NUSI
QYLD
Tags
etf of the week
NEOS
Global X
From
ETF Trends
ETF of the Week: WisdomTree Europe Hedged Equity Fund (HEDJ)
January 05, 2023
Tickers
HEDJ
Tags
HEDJ
tom lydon
model portfolio channel
From
ETF Trends
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