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Brochure Supplement Joe Estes
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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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Back Dated Performance Reports
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TAM sm Program
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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
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
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Investing During Uncertain Times
Read FULL Seminar Here
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Crypto Market Tumbles – $350M Liquidated After Trump Vows To Continue Iran Strikes
↗
March 01, 2026
Bitcoin’s price fell to $66,300 as altcoins led crypto losses after geopolitical tensions over Iran escalated over the weekend.
Via
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ETFs
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INDO, USO, XLE, BATL In Focus As Iran Shock Hits Oil — Why Analysts Think Market May Look Past Doomsday Calls
↗
March 01, 2026
Brokerages see oil trading between $80 and $90 near-term, with prices potentially higher if disruptions persist, while U.S. gasoline may climb toward $3.10- $3.25.
Via
Stocktwits
Topics
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Energy
EOSE Stock Records Worst Day Ever: Roth Capital Flags Execution Risks As Results Test Investor Appetite
↗
February 27, 2026
The company said that its material costs pushed out into the first quarter, delaying its path to profitability into 2026.
Via
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SMR Stock Plunges 7% On Q4 Revenue Miss — But What's Fueling Retail Dip Buyers?
↗
February 26, 2026
Investor concern regarding growth continues to swirl as the company reported another annual loss and a revenue miss for the fourth quarter.
Via
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Energy
Take Control of Your Cash Flow; Energy Stocks on Fire
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February 17, 2026
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The Motley Fool
CRML Stock On Course For Third Straight Weekly Loss: What’s Hurting Sentiment?
↗
February 11, 2026
Via
Stocktwits
SMR Stock Falls Ahead Of Q4 Earnings: AI Power Hype Faces Reality Check
↗
February 26, 2026
Earlier in the year, investors cheered SMR stock based on DOE’s $2.7 billion commitment to strengthen the uranium supply chain.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Energy
The S&P 500 Is Stuck. What History Says Happens Next.
↗
February 22, 2026
History has some good news for investors concerned about the S&P 500's sluggish start.
Via
The Motley Fool
Topics
ETFs
Stocks
The Sentiment Signal Wall Street Can’t Keep Hidden Anymore
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February 21, 2026
Markets move on changing belief. Discover how a prediction markets options strategy uses real-time data to improve options trade timing.
Via
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World Trade
Why Is UUUU Stock Falling In Pre-Market Today?
↗
February 02, 2026
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Retail Traders Are Swarming This Battery Manufacturer Stock After A 3,000% Surge In One Session
↗
February 02, 2026
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MP Vs CRML: Rare Earth Rivals Clash Online As US Price Support Fears Rattle Stocks
↗
January 29, 2026
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USAR Stock Is On Its Hottest Streak Ever — Analyst Sees Over 30% Upside On $1.6B US Backing
↗
January 26, 2026
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ConocoPhillips Reportedly Mulls Sale Of Permian Assets For $2B
↗
February 20, 2026
According to a report from Bloomberg, which cited people familiar with the matter, the assets being considered were acquired through deals with Concho Resources and Shell Plc.
Via
Stocktwits
Geopolitical Storm Clouds Gather: Oil Surges to Six-Month Highs Amid Fears of U.S.-Iran Military Conflict
February 20, 2026
Energy markets are on high alert this morning as crude oil prices climbed to a six-month high, nearing $67 per barrel. The surge follows a series of aggressive maneuvers in the Persian Gulf and...
Via
MarketMinute
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Economy
Energy
Stocks
These 3 Sectors Are Crushing Tech in 2026. Time to Invest?
↗
February 20, 2026
Industrials, energy, and materials stocks are outperforming the market this year.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
OXY Stock Is Rising After-Hours – What Is The Reason?
↗
February 18, 2026
OXY strengthened its balance sheet with the completion of the OxyChem sale on January 2, 2026, reducing debt by $5.8 billion since mid-December 2025.
Via
Stocktwits
Energy Powerhouse: The 2026 Resurgence of a Forgotten Giant
February 16, 2026
The first quarter of 2026 has delivered a stunning reversal of fortune for the global energy sector. After three grueling years of earnings contraction and market apathy, the sector exploded out of the...
Via
MarketMinute
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Artificial Intelligence
Economy
Energy
This Sector Is Unexpectedly Crushing the Rest of the Market This Year
↗
February 14, 2026
The energy sector has soared in 2026, surprising many analysts.
Via
The Motley Fool
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ETFs
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Energy Dominance: Why the S&P 500's Top Performer is Fueling the 2026 Market Rotation
February 12, 2026
As of February 12, 2026, the financial markets are witnessing a dramatic reversal of the decade-long "growth over value" narrative. In the first six weeks of the year, the S&P 500 Energy sector has...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Stocks
Energy Is Leading in 2026—But Are the Oil Majors Cracking?
↗
February 09, 2026
Via
MarketBeat
Enphase Or SolarEdge: Which Solar Stock Does Wall Street Prefer?
↗
February 03, 2026
ENPH lagged SEDG all of last year, but analysts are seeing brighter prospects for Enphase due to its storage battery edge.
Via
Stocktwits
3 No-Brainer High-Yield Energy ETFs to Buy With $2,000 Right Now
↗
February 03, 2026
The energy sector is chock-full of high-yield stocks to boost your passive income stream.
Via
The Motley Fool
Topics
ETFs
CVX, XOM Stocks In Spotlight Ahead Of Q4 Earnings As US Reportedly Greenlights License To Operate In Venezuela
↗
January 30, 2026
Heading into earnings, Chevron and Exxon are on the investors’ radar, following a hectic January.
Via
Stocktwits
Topics
Government
How a Reopened Venezuela Could Reshape the Outlook for ExxonMobil's Long-Term Oil Cash Flows
↗
January 29, 2026
The prospect of Venezuela's oil market opening is exciting, but ExxonMobil investors may want to curb their enthusiasm.
Via
The Motley Fool
Topics
ETFs
Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?
↗
January 28, 2026
Building on the gains from last year, Wall Street is bullish on Energy Fuels and its run for 2026.
Via
Stocktwits
Topics
Government
Why Did NXT Stock Surge Over 8% In After-Hours Trading?
↗
January 27, 2026
Nextpower’s U.S. expansion and a recent JV have drawn significant retail attention, with the stock rising since the beginning of the year.
Via
Stocktwits
Topics
Artificial Intelligence
Energy
Supply Chain
Natural Gas Futures Surge To Over 3-Year Highs As Cold Wave Grips US
↗
January 26, 2026
The benchmark U.S. natural gas futures at Henry Hub, expiring in February, were up by more than 29% at the time of writing to $6.8 per million British thermal units (MMBtu).
Via
Stocktwits
Topics
ETFs
Energy
NatGas Plays BOIL, KOLD Turn Into Trader Battlegrounds As Winter Storm Fern Grips US In Deep Freeze
↗
January 25, 2026
The Arctic blast remains a concern and has boosted BOIL gains, while KOLD continues to slide.
Via
Stocktwits
Topics
Death
ETFs
Energy
Why USAR Stock’s Red-Hot Rally Is Set To Extend This Week
↗
January 25, 2026
Reports of a $1.6B government-backed investment, Greenland geopolitics, and project momentum supercharge USAR’s rally, and retail is piling in.
Via
Stocktwits
Topics
Government
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