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Brochure Supplement Joe Estes
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Back Dated Performance Reports
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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
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Implementation
Legal Services
Termination
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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Total Asset Fund (TAF)
TAF® Program
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Client Contact with Portfolio Manager(s)
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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Cracking The Code: Understanding Analyst Reviews For First Citizens BancShares
September 24, 2024
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If You Invested $1000 In This Stock 10 Years Ago, You Would Have $8,700 Today
September 09, 2024
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September 04, 2024
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August 20, 2024
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August 08, 2024
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July 30, 2024
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July 28, 2024
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FCNCA Stock Earnings: First Citizens BancShares Beats EPS, Misses Revenue for Q2 2024
July 25, 2024
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Here's How Much $1000 Invested In First Citizens BancShares 5 Years Ago Would Be Worth Today
July 22, 2024
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July 18, 2024
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July 03, 2024
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June 17, 2024
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Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 15 Years
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June 04, 2024
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Here's How Much You Would Have Made Owning First Citizens BancShares Stock In The Last 5 Years
April 29, 2024
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April 28, 2024
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FCNCA Stock Earnings: First Citizens BancShares Beats EPS, Misses Revenue for Q1 2024
April 25, 2024
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FCNCA
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How Is The Market Feeling About First Citizens BancShares?
April 23, 2024
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Analyst Scoreboard: 4 Ratings For First Citizens BancShares
April 15, 2024
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FCNCA
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Benzinga
$100 Invested In This Stock 10 Years Ago Would Be Worth $700 Today
April 10, 2024
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FCNCA
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Tags
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FCNCA
From
Benzinga
If You Invested $1000 In This Stock 5 Years Ago, You Would Have $3,800 Today
April 02, 2024
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Tags
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FCNCA
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Benzinga
How Is The Market Feeling About First Citizens BancShares?
March 29, 2024
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