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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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Back Dated Performance Reports
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Total Asset Market (TAM)
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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)
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Investing During Uncertain Times
Read FULL Seminar Here
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Brazilian man convicted of child rape, fled to US, deported back home, ICE says
March 04, 2024
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March 02, 2024
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February 29, 2024
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February 28, 2024
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February 28, 2024
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February 26, 2024
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February 23, 2024
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February 22, 2024
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February 22, 2024
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ATF called after Massachusetts police find rocket launcher in hotel parking lot
February 21, 2024
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Driver rescued after car wedged between two vehicles in parking lot crash
February 21, 2024
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United flight from San Francisco to Boston diverted due to damage to one of its wings
February 20, 2024
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Boston activists call for $15 billion in reparations, says the city must ‘fully commit to writing checks’
February 20, 2024
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February 20, 2024
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February 19, 2024
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February 15, 2024
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Power restored to Boston transit system after thousands stranded during morning rush hour
February 15, 2024
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Frederick Douglass bust unveiled in Massachusetts Statehouse
February 15, 2024
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Numerous members, associates of violent Boston gang face racketeering, drug trafficking and other charges
February 14, 2024
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February 14, 2024
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Massachusetts ambulance driver narrowly avoids highway rollover crash in front of him: video
February 14, 2024
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First Boston suburbanites house migrants in their homes, Dem urges 'everybody should be opening their doors'
February 14, 2024
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Fugitive accused of killing Massachusetts girlfriend is re-arrested in Kenya after escaping police custody
February 14, 2024
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Trendy Boston waterfront district could get new migrant shelter as Roxbury maxes out: reports
February 09, 2024
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Former Olympian pleads guilty to over a dozen child molestation charges
February 08, 2024
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House committee threatens Harvard subpoena, accuses Ivy League school of 'obstructing' antisemitism probe
February 08, 2024
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Man accused of killing girlfriend in Massachusetts escapes police custody in Kenya
February 08, 2024
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Boston Mayor Michelle Wu says migrant overflow site already nearly filled to capacity
February 07, 2024
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