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Brochure Supplement Joe Estes
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Sample Portfolio
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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)
TAF® Program
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Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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TAF
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MVS
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Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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NASDAQ: EU Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages enCore Energy Corp. (NASDAQ: EU) Investors with Significant Losses to Contact the Firm
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Class Action Announcement MPWR: A Securities Fraud Class Action Lawsuit Was Filed Against Monolithic Power Systems, Inc. (MPWR) - Contact Kessler Topaz Meltzer & Check, LLP
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Class Action Announcement VG: A Securities Fraud Class Action Lawsuit Was Filed Against Venture Global, Inc. (VG) - Contact Kessler Topaz Meltzer & Check, LLP
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Kessler Topaz Meltzer & Check, LLP Class Action Announcement NMRA: A Securities Fraud Class Action Lawsuit Was Filed Against Neumora Therapeutics, Inc. (NMRA)
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Kessler Topaz Meltzer & Check, LLP Class Action Announcement IAS: A Securities Fraud Class Action Lawsuit Was Filed Against Integral Ad Science Holding Corp. (IAS)
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Class Action Announcement GO: A Securities Fraud Class Action Lawsuit Was Filed Against Grocery Outlet Holding Corp. (GO) - Contact Kessler Topaz Meltzer & Check, LLP
February 06, 2025
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Kessler Topaz Meltzer & Check, LLP Announces MQ DEADLINE REMINDER: Important February 7, 2025 Deadline Reminder in Marqeta, Inc. (MQ) Securities Class Action Lawsuit
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Applied Therapeutics, Inc. (APLT) Investors: February 18, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
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MGP Ingredients, Inc. (MGPI) Investors: February 14, 2025 Filing Deadline in Securities Class Action - Contact Kessler Topaz Meltzer & Check, LLP
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Final ENPH Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Investors of Lead Plaintiff Deadline in Securities Fraud Class Action Lawsuit Filed Against Enphase Energy, Inc. (ENPH)
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NASDAQ: EA Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages Electronic Arts Inc. (NASDAQ: EA) Investors with Significant Losses to Contact the Firm
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FTAI Investor Alert: A Securities Fraud Class Action Lawsuit Has Been Filed Against FTAI Aviation Ltd. (FTAI) - Contact Kessler Topaz Meltzer & Check, LLP
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Kessler Topaz Meltzer & Check, LLP Announces KYTX DEADLINE REMINDER: Important February 7, 2025 Deadline Reminder in Kyverna Therapeutics, Inc. Securities Class Action Lawsuit
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SYM DEADLINE ALERT: Kessler Topaz Meltzer & Check, LLP Announces Deadline in Symbotic Inc. (SYM) Securities Fraud Class Action Lawsuit
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CROX Investor Alert: Kessler Topaz Meltzer & Check, LLP Has Filed a Securities Fraud Class Action Lawsuit Against Crocs, Inc.
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NASDAQ: TMDX Investigation Alert: Kessler Topaz Meltzer & Check, LLP Encourages TransMedics Group, Inc. (NASDAQ: TMDX) Investors with Significant Losses to Contact the Firm
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