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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
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)
TAF® Program
Services, Fees and Compensation
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Back Dated Performance Reports
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Event Schedule
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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Northwest to see blizzard conditions, difficult travel conditions
April 12, 2022
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Midwestern storm will bring rainy weather, snow across Great Lakes, Northeast
April 08, 2022
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Storms in the South: Residents clear damage from deadly weather
April 06, 2022
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Winter weather, snow squalls forecast across US
April 01, 2022
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Severe weather threat shifts to East Coast as winter event moves over Midwest
March 31, 2022
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Severe storms pummel Deep South, tornadoes hit Mississippi and Tennessee
March 31, 2022
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Severe weather forecast for Gulf Coast as Mississippi, Ohio, Tennessee valleys impacted by thunderstorms
March 30, 2022
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GOP introduces border strategy bill as WH poised to end Trump border policy
March 29, 2022
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Severe weather forecast for Plains, East
March 29, 2022
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Mississippi considers alligator hunt due to rising population
March 28, 2022
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South Carolina residents trapped, Louisiana declares state of emergency after tornadoes
March 24, 2022
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Wreck of only sunken Gulf whaler discovered 190 years later
March 23, 2022
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Louisiana, Mississippi, Alabama warned as storm approaches
March 22, 2022
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New York man bicycling across US reveals his favorite state so far: ‘Feel at home’
March 19, 2022
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Rainy weather forecast for mid-Atlantic, Northeast
March 17, 2022
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Mississippi Gov. Reeves signs bill targeting critical race theory
March 15, 2022
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COVID-19 vaccine verification requirements to be lifted in more states, cities
March 10, 2022
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Winter storm warnings stretch across Plains, Ohio Valley
February 24, 2022
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Wintery weather forecast to impact Plains to Ohio Valley
February 23, 2022
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Mississippi: 6-year-old shot and killed during drive-by, police say
February 20, 2022
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Sen. Roger Wicker announces he tested positive for COVID-19 a second time
February 19, 2022
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Winter storm brings hazardous weather conditions across central US
February 17, 2022
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Winter storm to bring heavy snow, icy conditions to Central US
February 16, 2022
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Mississippi escaped inmate in custody after manhunt, some prison employees facing disciplinary action
February 16, 2022
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Mississippi convicted killer escapes prison second time, manhunt underway, authorities say
February 14, 2022
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Florida authorities nab over a dozen suspected child sex predators after undercover operation
February 03, 2022
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Winter storm brings snowy weather, thunderstorms and frigid temperatures across US
February 03, 2022
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Mississippi authorities find dead man, woman and dog inside home after conducting welfare checks
February 02, 2022
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Sen. Roger Wicker says Biden's Supreme Court nom will be a ‘beneficiary’ of affirmative action
January 29, 2022
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Former Miss America contestant's husband shot dead in Alabama with child nearby: reports
January 26, 2022
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