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Brochure Supplement Joe Estes
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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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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
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Implementation
Legal Services
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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)
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Additional Information
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Investing During Uncertain Times
Read FULL Seminar Here
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Fortrea Holdings Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE
July 14, 2025
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of July 22, 2025 in Organon Lawsuit - OGN
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July 14, 2025
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Shareholders That Lost Money on DoubleVerify Holdings, Inc. (DV) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
July 14, 2025
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3D Systems Corporation Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before August 12, 2025 to Discuss Your Rights - DDD
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Levi & Korsinsky Reminds Red Cat Holdings, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of July 22, 2025 - RCAT
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Class Action Filed Against Iovance Biotherapeutics, Inc. (IOVA) - July 14, 2025 Deadline to Join - Contact Levi & Korsinsky
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Levi & Korsinsky Reminds XPLR Infrastructure, LP f/k/a Nextera Energy Partners, LP Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of September 8, 2025 -XIFR
July 14, 2025
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Class Action Filed Against Iovance Biotherapeutics, Inc. (IOVA) - July 14, 2025 Deadline to Join - Contact Levi & Korsinsky
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Fortrea Holdings Inc. Sued for Securities Law Violations - Investors Should Contact Levi & Korsinsky Before August 1, 2025 to Discuss Your Rights - FTRE
July 14, 2025
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July 14, 2025
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Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of July 22, 2025 in Organon Lawsuit - OGN
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Levi & Korsinsky Reminds Krispy Kreme, Inc. Investors of the Pending Class Action Lawsuit With a Lead Plaintiff Deadline of July 15, 2025 - DNUT
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July 14, 2025
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Shareholders That Lost Money on DoubleVerify Holdings, Inc. (DV) Urged to Join Class Action - Contact Levi & Korsinsky to Learn More
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GeoVax to Present at the Emerging Growth Conference on July 16, 2025
July 14, 2025
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RCKT LAWSUIT ALERT: Levi & Korsinsky Notifies Rocket Pharmaceuticals, Inc. Investors of a Class Action Lawsuit and Upcoming Deadline
July 14, 2025
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Investors in Vestis Corporation Should Contact Levi & Korsinsky Before August 8, 2025 to Discuss Your Rights - VSTS
July 14, 2025
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August 4, 2025 Deadline: Contact Levi & Korsinsky to Join Class Action Suit Against RBGLY
July 14, 2025
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The Crypto Market Is Heating Up In 2025 With BTC Hitting Multiple Highs Learn How To Capitalize At Upcoming Cboe Webinar
July 14, 2025
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The Crypto Market Is Heating Up In 2025 With BTC Hitting Multiple Highs Learn How To Capitalize At Upcoming Cboe Webinar
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World's Leading CCS Summer School Hosts Global Experts and Future Leaders in Regina
July 14, 2025
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IDEX Metals Engages ICP Securities Inc. for Automated Market Making Services
July 14, 2025
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WinnerMining free cloud mining APP helps zero-investment users earn BTC and XRP! Turn your phone into a mining machine
July 14, 2025
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RICH Miner leads the Ripple cloud mining revolution - converting XRP into daily stable income
July 14, 2025
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Bitcoin cloud mining breaks historical records again: BTCMiner, the industry leader in cloud mining, has locked principal and interest and is loved by many investors
July 13, 2025
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Powered by AI and Green Energy, Invro Mining's Cloud Mining Platform is Reshaping Digital Wealth
July 13, 2025
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July 13, 2025
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