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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
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Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Quarterly Performance Reports
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MVS Program
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Back Dated Performance Reports
Quarterly 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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
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Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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VERRA MOBILITY DEADLINE: Investors of Verra Mobility (NASDAQ: VRRM) Are Encouraged to Contact Kaplan Fox before the Lead Plaintiff Deadline on August 4, 2026
June 20, 2026
Via
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Lawsuit
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Legal
VERRA MOBILITY DEADLINE: Investors of Verra Mobility (NASDAQ: VRRM) Are Encouraged to Contact Kaplan Fox before the Lead Plaintiff Deadline on August 4, 2026
June 20, 2026
Via
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VRRM
Exposures
Financial
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The Market Has Punished This Consumer Stock -- Is That Your Buying Opportunity?
↗
June 20, 2026
Via
The Motley Fool
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Machinery & Equipment Appraisal Services Now Available Nationwide from Machinery & Equipment Appraisal Experts
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1 Top AI Stock to Buy and Hold for the Next Decade
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June 19, 2026
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ARM
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Better Buy: AMD vs. Intel After Intel's Monster Run
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June 19, 2026
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AAPL
AMD
INTC
META
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New Silicon Valley Revenge Novel Asks the Question Nobody in Tech Wants to Answer: What Happens When the Little Guy Fights Back?
June 19, 2026
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The Memory Boom Has Been a Gift to Micron. For Apple, It's Becoming a Problem. Or Is It?
↗
June 19, 2026
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Prediction: Meta's AI Spending Will Pay Off Bigger Than Wall Street Expects
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June 19, 2026
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META
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Erasca, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 19, 2026
Via
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ERAS
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Zillow Group Securities Fraud Class Action Arising from Alleged Anticompetitive Agreement and Related Regulatory Risks - Investors May Contact Lewis Kahn, Esq., at Kahn Swick & Foti, LLC
June 19, 2026
Via
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Z
ZG
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Via Transportation, Inc. Securities Class Action Result of Undisclosed Growth Obstacles and Approximately 70% Stock Decline - Investors May Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 19, 2026
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VIA
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Sportradar Investors Who Suffered Losses Urged to Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC as Securities Fraud Class Action Cites Compliance Misrepresentations and 22% Stock Decline
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SRAD
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SES AI Corporation Securities Fraud Class Action Result of Weak Revenue Guidance and 37% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 19, 2026
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SES
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PicS N.V. Notice of August 4, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 19, 2026
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Activision Blizzard, Inc. Notice of June 30, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 19, 2026
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ADMA Biologics, Inc. Notice of August 10, 2026 Application Deadline for Class Action Lawsuit - Contact Lewis Kahn, Esq. at Kahn Swick & Foti, LLC, Before Application Deadline
June 19, 2026
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ADMA
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GeneDx Holdings Securities Fraud Class Action Result of Acquisition Performance Misrepresentations and 49% Stock Decline - Investors may Contact Lewis Kahn, Esq, at Kahn Swick & Foti, LLC
June 19, 2026
Via
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WGS
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Bankruptcy Warning Signs & Debt Management Alternatives: Guide Released
June 19, 2026
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1 Dividend King Stock Down 25% to Buy Right Now
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June 19, 2026
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Headed Into Earnings, Nike Stock Is Trading Lower Than It Was a Decade Ago. But Is the Turnaround Finally Working?
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June 19, 2026
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Investors of Verra Mobility (NASDAQ: VRRM) Seeking Recovery - Contact Kaplan Fox Before Deadline on August 4, 2026
June 19, 2026
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VRRM
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Investors of Verra Mobility (NASDAQ: VRRM) Seeking Recovery - Contact Kaplan Fox Before Deadline on August 4, 2026
June 19, 2026
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VRRM
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GDDY SECURITIES INVESTIGATION: Kaplan Fox Reminds Investors of GoDaddy Inc. (NYSE: GDDY) to an Investigation of Potential Securities Law Violations
June 19, 2026
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GDDY SECURITIES INVESTIGATION: Kaplan Fox Reminds Investors of GoDaddy Inc. (NYSE: GDDY) to an Investigation of Potential Securities Law Violations
June 19, 2026
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The Freedom People Announces Trust Asset Protection Advisory For US Individuals
June 19, 2026
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BADGER METER DEADLINE ALERT: Badger Meter, Inc. (NYSE: BMI) Investors are Encouraged to Contact Kaplan Fox Before the Securities Class Action Deadline on August 3, 2026
June 19, 2026
Via
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Topics
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BMI
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BADGER METER DEADLINE ALERT: Badger Meter, Inc. (NYSE: BMI) Investors are Encouraged to Contact Kaplan Fox Before the Securities Class Action Deadline on August 3, 2026
June 19, 2026
Via
NewMediaWire
Topics
Lawsuit
Tickers
BMI
Exposures
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ADMA Biologics, Inc. (ADMA) Securities Fraud Class Action Lawsuit Filed; August 10, 2026, Lead Plaintiff Deadline
June 19, 2026
Via
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ADMA
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