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Brochure Supplement Joe Estes
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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
Quarterly Performance Reports
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Back Dated Performance Reports
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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
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Fees & Compensation
Corporate Cash Management
Fees & Compensation
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Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares S&P 500 Growth ETF
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Updated: 4:10 PM EDT, May 22, 2026
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All News about iShares S&P 500 Growth ETF
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Buffett Buys More Occidental Petroleum—Sticking to His Playbook
February 13, 2025
After a recent episode of volatility in the stock market, there is one clear sign of where opportunities may still lie for investors.
Via
MarketBeat
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ETFs
Banking Stocks Lead the Week: Stronger Economy on the Horizon?
February 11, 2025
Recent price action in banking stocks led investors to a couple of conclusions about the United States economy and where the opportunity might be.
Via
MarketBeat
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Economy
Market Volatility Creates Opportunity in These 3 Value Stocks
February 05, 2025
As volatility returns to the market, it becomes clear where traders are looking for safety measures, driving investors to these safe stocks.
Via
MarketBeat
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Market Rotation Ahead? Why Value Stocks May Outshine Big Tech
February 03, 2025
As the value stocks spread to growth stocks reach a cyclical low, it becomes clear for investors where opportunities might be found.
Via
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Top 3 Investment Themes to Watch for in 2025
December 26, 2024
These are the main themes taking over the markets in 2025, ones that investors should consider when aligning their portfolios.
Via
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Why Value Stocks Are the Best Bet Today—and Goldman Sachs Agrees
December 23, 2024
Now that the value vs. growth spreads are bottoming at multi-year lows, investors should start considering potential buys in this value list.
Via
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ETFs
Economy
Why Now Is the Ultimate Time to Invest in Oil Stocks
December 18, 2024
As value stocks underperform growth stocks the most over a multi-year period, oil stocks might become a potential buy in the coming months.
Via
MarketBeat
Topics
ETFs
Economy
Momentum, Large-Cap Growth Set To Top Factors Returns In 2024
↗
December 05, 2024
The winners keep on winning. That sums up the horse race for much of this year based on a set of ETFs targeting the main US equity factor risk premiums.
Via
Talk Markets
Topics
ETFs
Inflation Threats Make Yield Curve ETFs a Top Trade
October 30, 2024
As inflation risks for the United States economy come back online, the trade for a yield curve steepening becomes the best alternative for investors to watch
Via
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Inflation Trades Gain Momentum: What Investors Should Watch
October 29, 2024
These are the top investment trends for investors to consider in the coming quarters, primarily through the price action in these different asset classes.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Inflation Risk Rising, Key Trades Investors Are Making Now
October 28, 2024
Some investors may think that the Federal Reserve has tamed inflation risks, but recent price action in some assets suggests that reinflation trades are on.
Via
MarketBeat
Topics
Bonds
ETFs
Economy
Value Stocks Gaining Momentum – Will They Beat Growth Stocks?
October 23, 2024
There are signs of a potential rotation in the stock market, which would favor value stocks and hurt growth stocks. Individual stocks amplify these rotations
Via
MarketBeat
Topics
ETFs
Economy
Meta's Smart Glasses Dominate Ray-Ban Stores, AI Features Still Missing
↗
October 22, 2024
Ray-Ban Meta glasses are the top-selling product in 60% of European stores, driving significant sales for parent company EssilorLuxottica.
Via
Benzinga
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Microsoft, Salesforce Battle Heats Up As AI Agent Technology Takes Center Stage
↗
October 21, 2024
Microsoft to launch autonomous AI agents for businesses in November, streamlining enterprise functions and boosting efficiency.
Via
Benzinga
Topics
Artificial Intelligence
1 No-Brainer S&P Growth Index Fund to Buy Right Now for Less Than $500
↗
October 20, 2024
Don't make it complicated -- and don't make time-based assumptions.
Via
The Motley Fool
Topics
Stocks
What's Going On With Nvidia Stock On Friday?
↗
October 18, 2024
Production delays for Nvidia's Blackwell chips until 2025 have prompted Amazon Web Services & Dell to wait for bulk volumes, impacting their plans.
Via
Benzinga
Nvidia's GPU Sales at Risk As China Pushes Local AI Chips in Retaliation
↗
October 07, 2024
China's prioritization of domestic AI chips over Nvidia's could affect the company's H20 GPU revenue. China also reportedly ordered its companies to use Huawei chips instead. Nvidia's stock is down and...
Via
Benzinga
Topics
Artificial Intelligence
Nvidia Faces Investor Scrutiny Over Blackwell Chip Delays, Big Revenue Expected: Report
↗
September 10, 2024
Investors await update on Nvidia's Blackwell chip rollout at upcoming Goldman Sachs conference, amid concerns flagged by analysts and key supplier Taiwan Semiconductor.
Via
Benzinga
Topics
Supply Chain
Microsoft's AI PCs Stumble With Game Compatibility: Report
↗
September 03, 2024
Microsoft's new line of AI-capable Windows PCs, powered by Qualcomm and Arm Holdings, faces gaming compatibility issues. Intel's upcoming AI chips may regain market share.
Via
Benzinga
Topics
Artificial Intelligence
Nvidia's Stock Surge Turns Employees Into Millionaires, Cutting Churn to Record Low: Report
↗
August 27, 2024
Nvidia Corp (NVDA) retains employees with high compensation packages and a demanding work environment. Stock growth has created millionaires.
Via
Benzinga
Meta's Policy Shift Takes A Toll On Instagram Engagement: Report
↗
August 13, 2024
Meta's political content control caused a 65% decline in viewership for popular Instagram accounts. The company faced backlash and suspensions.
Via
Benzinga
Is There Value In Small Cap Value Vs. Large Cap Growth
↗
July 31, 2024
The significant outperformance of large cap growth stocks versus small cap value stocks is due for an imminent reversal.
Via
Talk Markets
Market Breadth Improves Amid Massive Rotation
↗
July 23, 2024
The sectors and factors are more aligned technically than they were. However, the market’s breadth could worsen if the rotation toward value and small caps continues.
Via
Talk Markets
Large-Cap Growth Is Still Leading The Market; Will It Last?
↗
July 22, 2024
Reviewing the major US equity factors on a year-to-date basis continues to show large-cap growth leading the horse race, based on a set of ETF prices.
Via
Talk Markets
Topics
ETFs
Small Caps Are Having A Moment: Russell 2000 Notches Best 5-Day Rally In Over 4 Years
↗
July 16, 2024
Small-cap stocks are surging, with the iShares Russell 2000 ETF up 9% in the last 5 days. This is due to expectations of Fed rate cuts, causing investors to rotate from tech to small caps.
Via
Benzinga
Topics
ETFs
Economy
What's Going On With Tesla Stock On Tuesday?
↗
July 16, 2024
Tesla (NASDAQ: TSLA) hiring 800 new employees after significant layoffs. Job openings related to AI, robotics, self-driving, customer-facing, and energy.
Via
Benzinga
Topics
Artificial Intelligence
Workforce
What's Going On With Nvidia Stock On Tuesday?
↗
July 16, 2024
Nvidia (NVDA) stock surged 167% in 2024 due to continued AI frenzy. Investor expects market cap of $50 trillion in 10 years. DNB adjusts stake.
Via
Benzinga
Topics
Artificial Intelligence
Nvidia Highlights Lucrative Returns For Cloud Providers Using Nvidia GPUs
↗
July 12, 2024
Nvidia stock soars due to AI hype, reaching $3.34 trillion valuation. Cloud providers see 5-7x ROI with Nvidia GPUs, and inferencing tasks even more profitable. Early collaboration is key for data...
Via
Benzinga
Topics
Artificial Intelligence
ETFs
Stocks
3 Undervalued Gems Poised for 100% Gains in 18 Months
↗
July 10, 2024
Undervalued growth stocks can seem as rare as hen's teeth when a fast-rising tide is lifting all boats but these three hidden gems can shine.
Via
InvestorPlace
Despite Restrictions, Nvidia Chips Are Still Reaching China: WSJ
↗
July 03, 2024
Reports suggest Nvidia's AI chips are being smuggled into China, highlighting the tech rivalry between US and China. Stock down 1.32%.
Via
Benzinga
Topics
Artificial Intelligence
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