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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
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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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U.S. infrastructure bill ‘screams bullish for oil’ as crude futures rise
November 08, 2021
Tags
UK:BRNF22
CL00
UK:BRN00
From
MarketWatch
Goldman says the bullish case remains intact for oil, as commodity bounces off worst session since October
November 05, 2021
Tags
NGZ21
UK:BRNF22
CL00
From
MarketWatch
U.S. oil producers pose ’emerging threat’ after OPEC+ defies calls to speed production increases
November 04, 2021
Tags
UK:BRN00
CL/1
CLZ21
From
MarketWatch
COP26 produces pact to end foreign fossil-fuel funding, but China and Japan are missing
November 04, 2021
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UK:BRN00
From
MarketWatch
Europe stocks head for a fresh record close, led by Roche and oil giants
November 04, 2021
Tickers
BP
NVS
RDS-A
TEF
Tags
CL00
CH:ROG
BX:TMBMKGB/10Y
From
MarketWatch
Oil bounces on expectations OPEC+ won’t speed up production increases
November 04, 2021
Tags
CLZ21
UK:BRN00
CL00
From
MarketWatch
Vestas slides on margin cut, dragging renewables south, while Lufthansa lifted by busier skies
November 03, 2021
Tickers
BP
RDS-A
Tags
FR:TTE
DK:VWS
UK:RDSA
From
MarketWatch
Oil falls after industry data shows rise in U.S. crude inventories
November 03, 2021
Tags
CLZ21
UK:BRN00
UK:BRNF22
From
MarketWatch
‘Big mistake’ for China to skip COP26 in-person climate summit, Biden says
November 02, 2021
Tickers
ICLN
Tags
UK:BRN00
ICLN
From
MarketWatch
Climate hotshots in hot seat over private jets and other habits expanding carbon footprint at COP26
November 02, 2021
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UK:BRN00
From
MarketWatch
Oil edges lower as traders await OPEC+ decision
November 02, 2021
Tags
UK:BRNF22
UK:BRN00
CLZ21
From
MarketWatch
Oil ticks higher ahead of this week’s OPEC+ meeting
November 01, 2021
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UK:BRNF22
CL00
CLZ21
From
MarketWatch
What is COP26 and when does this ‘ambitious’ global climate change event begin?
October 29, 2021
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UK:BRN00
From
MarketWatch
OPEC+ needs to ‘thread the needle’ between higher oil prices and losing market share
October 29, 2021
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UK:BRNF22
NGZ21
UK:BRNZ21
From
MarketWatch
Oil on track to end 9-week streak of gains as natural-gas retreats
October 29, 2021
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UK:BRNF22
CL00
UK:BRNZ21
From
MarketWatch
Shell stock tumbles after disappointing results as activist investor Third Point calls for a breakup
October 28, 2021
Tickers
GSK
LYG
RDS-A
WPP
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CL00
UK:BRN00
NG00
From
MarketWatch
Oil extends pullback triggered by prospects for renewed Iran nuclear talks
October 28, 2021
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CL00
UK:BRNF22
UK:BRNZ21
From
MarketWatch
Fund managers are tossing out their losers. Here are the bargains investors might not want to miss.
October 28, 2021
Tickers
AAPL
CAT
COMP
DASH
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MRK
F
MA
From
MarketWatch
Oil retreats on industry data showing rise in U.S. crude inventories
October 27, 2021
Tags
UK:BRNF22
UK:BRNZ21
CLZ21
From
MarketWatch
Stock futures rise as earnings from Boeing, McDonald’s and GM await
October 27, 2021
Tickers
BA
COMP
EBAY
F
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NQ00
SPX
TXN
From
MarketWatch
Oil prices edge higher on tight supplies
October 26, 2021
Tags
NG00
UK:BRN00
CLZ21
From
MarketWatch
HSBC leads banks higher, with resource companies also climbing in London
October 25, 2021
Tickers
BP
HSBC
RDS-A
VOD
Tags
BP
RDS/A
UK:VOD
From
MarketWatch
U.S. oil benchmark hits 7-year high with tight supply in focus
October 25, 2021
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CLZ21
UK:BRN00
UK:BRNF22
From
MarketWatch
Oil bounces, on track for weekly gains
October 22, 2021
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NGX21
CLZ21
UK:BRN00
From
MarketWatch
U.S. oil benchmark pulls back from 7-year high as crude bulls take a breather
October 21, 2021
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CL00
UK:BRNZ21
UK:BRN00
From
MarketWatch
Oil pulls back as China moves to tamp down coal prices, traders await U.S. inventories
October 20, 2021
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UK:BRNZ21
CL00
UK:BRN00
From
MarketWatch
Global oil benchmark renews push toward $85 a barrel as OPEC+ struggles to boost output
October 19, 2021
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CLZ21
UK:BRN00
CL00
From
MarketWatch
Here’s when soaring oil prices could make the stock market sputter
October 18, 2021
Tickers
DAL
SPX
Tags
DJIA
RUT
CLX21
From
MarketWatch
Oil rally resumes with Brent crude trading above $85 a barrel
October 18, 2021
Tags
UK:BRN00
UK:BRNZ21
CLX21
From
MarketWatch
Here’s ‘one of the most bullish signals’ ever for bitcoin that many investors may have missed
October 18, 2021
Tickers
AZN
BIIB
BITCOMP
FB
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SQ
From
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