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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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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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Sample Portfolio
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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Manhunt underway for third suspect in Massachusetts shooting that led to death of baby
October 11, 2023
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718c63b5/2d62/5811/b1e1/a3f9b2dda86e
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'PURE HATE': Jewish students discuss life in wake of Israel war
October 11, 2023
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Protesters face off near Harvard, man calls pro-Israel demonstrators ‘Nazis’ and ‘pigs’
October 10, 2023
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Massachusetts pro-Palestinian protestors desecrate US flag, call America 'Legit Gangsters'
October 09, 2023
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Massachusetts lawmakers propose new gun crackdowns
October 05, 2023
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Massachusetts Gov. Maura Healey signs $1 billion tax relief package
October 05, 2023
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Veterans' hotel reservations for Army-Navy Game canceled in Massachusetts amid migrant influx
October 05, 2023
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Nichols College president resigns over sexually inappropriate texts he allegedly sent to several students
October 05, 2023
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'Multiple people' in Massachusetts city shot after 'altercation,' police investigating
October 04, 2023
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Multiple people reported shot in western Massachusetts city
October 04, 2023
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Halloween galore: Massachusetts dad installs extravagant holiday decorations in his front yard
October 04, 2023
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WATCH: Dolphins rescued from shallow Massachusetts river are returned to ocean
September 30, 2023
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Massachusetts Senate mulls change to child welfare law after girl vanishes when placed in shady dad's custody
September 30, 2023
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Massachusetts woman who called in a fake bomb threat at Boston Children’s Hospital pleads guilty
September 29, 2023
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Massachusetts police arrest fake dentist running 'illegal dental operation' inside convenience store
September 28, 2023
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DoorDasher delivering Dunkin' drives into water after allegedly following GPS, charges filed
September 27, 2023
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Massachusetts lawmakers propose sweeping $1 billion tax relief package
September 27, 2023
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Massachusetts man arrested after allegedly wounding 5 police officers, including chief, in knife attack
September 27, 2023
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Commercial fishing boat crew, Coast Guard rescue man who fell nearly 40 feet off tanker into Boston Harbor
September 26, 2023
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Bail revoked for Massachusetts man accused in fatal Apple store crash over dead GPS monitoring bracelet
September 26, 2023
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Massachusetts police chief charged in insider trading scheme to resign
September 26, 2023
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Former Massachusetts transit worker, who helped steal $38K by submitting fake invoices, pleads guilty
September 26, 2023
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Ford's Theatre tickets from night of Lincoln assassination sell for $262.5K at auction
September 25, 2023
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Type 2 diabetes a much greater risk for 'night owls' than for early birds, a 'startling' new study finds
September 23, 2023
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Massachusetts gov expands legal services for migrants in emergency shelters
September 22, 2023
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Waitlist for subsidized housing in Massachusetts is yearslong — despite ample amount of vacant units
September 22, 2023
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Northeastern University granted $17.5 million by CDC to become infectious disease detection, prep center
September 20, 2023
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Patriots' fan dead after altercation at Gillette Stadium did not sustain ‘traumatic injury,’ autopsy finds
September 20, 2023
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Massachusetts adopts new sex education guidelines for schools, moves to be more inclusive of LGBTQ+ community
September 19, 2023
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American Airlines plane hits pickup truck while being towed for parking at Boston airport
September 19, 2023
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