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Brochure Supplement Joe Estes
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Statement Of Financial Strength
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Own Your Practice
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Total Asset Market (TAM)
TAM sm Program
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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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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Total Asset Fund (TAF sm) Presentation
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Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Shareholders of 3D Systems Corporation Should Contact Levi & Korsinsky Before August 12, 2025 to Discuss Your Rights - DDD
July 30, 2025
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Royalty Management Holding Corporation's Expanded Sampling Program Showcases Significantly Larger Than Expected Presence of Economically Viable Titanium, Vanadium and Rare Earth Elements Within the De
July 30, 2025
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July 30, 2025
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July 30, 2025
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July 30, 2025
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IRBT LAWSUIT ALERT: Levi & Korsinsky Notifies iRobot Corporation Investors of a Class Action Lawsuit and Upcoming Deadline
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RxSight, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - RXST
July 30, 2025
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July 30, 2025
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Capricor Therapeutics, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - CAPR
July 30, 2025
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XPLR Infrastructure, LP f/k/a Nextera Energy Partners, LP Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - XIFR
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of September 19, 2025 in Alto Neuroscience, Inc. Lawsuit - ANRO
July 30, 2025
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Lost Money on Biohaven Ltd. (BHVN)? Join Class Action Suit Seeking Recovery - Contact Levi & Korsinsky
July 30, 2025
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July 30, 2025
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July 30, 2025
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RxSight, Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky for More Information - RXST
July 30, 2025
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July 30, 2025
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Rocket Pharmaceuticals, Inc. Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 11, 2025 to Discuss Your Rights - RCKT
July 30, 2025
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Reckitt Benckiser Group plc Sued for Securities Law Violations - Contact Levi & Korsinsky Before August 4, 2025 to Discuss Your Rights - RBGLY
July 30, 2025
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GeoVax Urges Immediate Action on Pandemic Preparedness as Biodefense Gaps Expose Fragile Supply Chains
July 30, 2025
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NeuralBase to Acquire HeartEase, Set to Revolutionize Enterprise Wellness and Preventive Health Diagnostics
July 30, 2025
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Metavesco Continues Bitcoin Mining Expansion With High-Efficiency Bitmain S21+ Miners, Boosting Hashrate by 11.5%
July 30, 2025
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Splash Beverage Group Announces Continuation of Its Listing on NYSE American Following NYSE Compliance Determination
July 30, 2025
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BFCH Unveils Business Plan and Platform Vision Following Leadership Transition and Structural Reset
July 30, 2025
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Healthcare Triangle, Inc. Announces 1-for-249 Reverse Stock Split as Part of Nasdaq Compliance Plan
July 29, 2025
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Investors in Rocket Pharmaceuticals, Inc. Should Contact Levi & Korsinsky Before August 11, 2025 to Discuss Your Rights - RCKT
July 29, 2025
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CAPR LAWSUIT ALERT: Levi & Korsinsky Notifies Capricor Therapeutics, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline
July 29, 2025
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Contact Levi & Korsinsky by September 12, 2025 Deadline to Join Class Action Against Biohaven Ltd. (BHVN)
July 29, 2025
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Shareholders That Lost Money on Sarepta Therapeutics, Inc. (SRPT) Should Contact Levi & Korsinsky About Pending Class Action - SRPT
July 29, 2025
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