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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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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Back Dated Performance Reports
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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
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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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Invesco CurrencyShares Euro Currency Trust
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FX Daily: Euro Paying EU’s Isolation
↗
February 19, 2025
Markets continue to carefully assess the implications of Russia-US talks, but we are observing an emerging trend of euro underperformance linked to Trump’s growing isolationism against EU allies.
Via
Talk Markets
Topics
Currencies/Forex
Government
SPDR ETF Report For Tuesday, Feb 18
↗
February 18, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, February 18.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Tuesday, Feb 18
↗
February 18, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Tuesday, February 18.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Markets Cling To Highs – Resilient Or Wishful Thinking?
↗
February 18, 2025
The S&P 500 notched its second record-high close of 2025, easing into the shortened trading week with a whisper rather than a roar.
Via
Talk Markets
Topics
Currencies/Forex
Stocks
Stocks / Equities
EUR/USD Slides As Risk Appetite Improves, Trump Tariffs Fuel Uncertainty
↗
February 18, 2025
The Euro is set to end Tuesday’s session with more than 0.30% losses against the Greenback as the S&P 500 notches a record high during the North American session.
Via
Talk Markets
Topics
Currencies/Forex
Government
Stocks
EUR/USD Analysis: Stability After Upward Attempts
↗
February 18, 2025
For two consecutive days, the EUR/USD currency pair has resumed trading within the broader downward trend, stabilizing around the support level of 1.0452 at the time of writing this analysis.
Via
Talk Markets
Topics
Currencies/Forex
Greenback Comes Back Firmer
↗
February 18, 2025
The US dollar enjoys a firmer tone against most of the G10 currencies in relatively quiet turnover.
Via
Talk Markets
Topics
Currencies/Forex
Daily Market Outlook - Tuesday, Feb. 18
↗
February 18, 2025
The surge in banking and defense stocks across Europe continued in Tokyo, with shares of Mitsubishi Heavy Industries rising by 3% to approach all-time highs.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
Asia And Europe Markets Mixed, Oil Edges Higher After Pipeline Attack - Global Markets Today While US Slept
↗
February 18, 2025
U.S. markets closed mixed on Friday, with Nasdaq reaching a record high. Yields fell and S&P sectors ended lower. On Tuesday, Asian markets showed mixed results. European markets were mostly flat....
Via
Benzinga
Topics
Stocks
Elliott Wave Technical Analysis: Euro/British Pound - Tuesday, Feb. 18
↗
February 18, 2025
The analysis provides traders with a clear framework for understanding current market dynamics and future price movements.
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Corrects As US Dollar Rebounds On Fed’s Restrictive Policy Stance
↗
February 18, 2025
EUR/USD falls to near 1.0450 as the US Dollar rebounds after Fed officials guided that there is no need to make policy adjustments at least for now.
Via
Talk Markets
Topics
Currencies/Forex
Economy
FX Daily: Dollar Starts Its Rebound
↗
February 18, 2025
Should Russia and Ukraine ultimately reach a peace deal, the dollar is probably due another moderate correction, but for now, markets are lacking tangible bearish USD drivers and we think the dollar...
Via
Talk Markets
Topics
Currencies/Forex
Elliott Wave View: EURUSD Looking To Extend Higher In 5 Waves
↗
February 18, 2025
Short term Elliott Wave in EURUSD suggests rally from 1.13.2025 low is unfolding as a zigzag structure. Up from 1.13.2025 low, wave A ended at 1.0533 and pullback in wave B ended at 1.021.
Via
Talk Markets
Topics
Currencies/Forex
Financial Markets Report For Monday, Feb 17
↗
February 17, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Monday, February 17.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
EUR/USD Analysis: Caution of Renewed Selling
↗
February 17, 2025
The Euro has recently shown strength against the USD, with the EUR/USD pair reaching a resistance level of 1.0515, the highest level for the currency pair in two weeks, and around which it has been...
Via
Talk Markets
Topics
Currencies/Forex
EUR/USD Struggles To Extend Upside As Investors Assess Trump Tariffs Threats On Eurozone
↗
February 17, 2025
EUR/USD gives a tough fight to psychological resistance of 1.0500 as the outlook of the US Dollar is uncertain.
Via
Talk Markets
Topics
Currencies/Forex
Government
Daily Market Outlook - Monday, Feb. 17
↗
February 17, 2025
Following a subdued start due to the US President’s Day holiday on Monday, activity should ramp up.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Stocks / Equities
FX Daily: Don’t Chase The Dollar Correction
↗
February 17, 2025
The dollar continues to trade on the softer side after Friday's soft US January retail sales questioned the strength of US activity.
Via
Talk Markets
Topics
Currencies/Forex
CoT: Peek Into Future Thru Futures, How Hedge Funds Are Positioned - Feb. 16
↗
February 16, 2025
Via
Talk Markets
Topics
Bonds
Commodities
Currencies/Forex
EURUSD Analysis - EURUSD Price Prediction & EURUSD Week Ahead Forecast - Saturday, February 15
↗
February 15, 2025
Today you will see EURUSD price prediction based on the technical analysis. What is the support and resistance on the daily time frame for EURUSD. What to expect where the price will breakout for the...
Via
Talk Markets
Topics
Currencies/Forex
The Weekender: " Dealmaker In Chief" Or " Tariff Man"
↗
February 14, 2025
US stocks mostly edged higher on Friday as the S&P 500 flirted with fresh record highs, capping off a week packed with tariff hikes, inflation updates, and a retail sales miss that threw a curveball at...
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Earnings
Market Talk - Friday, Feb. 14
↗
February 14, 2025
The major Asian stock markets had a mixed day today.
Via
Talk Markets
Asia And Europe Markets Mixed, Gold Advances - Global Markets Today While US Slept
↗
February 14, 2025
US markets close higher as producer prices rise, Treasury yields fall. Asia markets mixed with Nikkei down, Hang Seng up. Oil prices rebound.
Via
Benzinga
Daily Market Outlook - Friday, Feb. 14
↗
February 14, 2025
Investors are expressing relief as Donald Trump's proposed reciprocal tariffs signal a potential opening for negotiations.
Via
Talk Markets
Topics
Cryptocurrencies
Currencies/Forex
Government
EUR/USD Significantly Rises As Risks Diminish
↗
February 14, 2025
EUR/USD climbed to 1.0453 on Friday, reaching a two-week high and maintaining stability.
Via
Talk Markets
Topics
Currencies/Forex
FX Daily: Markets Temporarily Shake Off Reciprocal Tariff Threat
↗
February 14, 2025
The benign impact on markets of yesterday's tariff announcement owes largely to the tariff measures being incredibly complex and not coming in until after April - allowing plenty of time for...
Via
Talk Markets
Topics
Currencies/Forex
World Trade
EUR/GBP Weakens Below 0.8350 Ahead Of Eurozone GDP Data
↗
February 14, 2025
The EUR/GBP cross trades in negative territory for the second consecutive day around 0.8325 during the early European session on Friday.
Via
Talk Markets
Topics
Currencies/Forex
SPDR ETF Report For Thursday, Feb 13
↗
February 13, 2025
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, February 13.
Via
Talk Markets
Topics
ETFs
Stocks / Equities
Financial Markets Report For Thursday, Feb 13
↗
February 13, 2025
In this video, Ira Epstein reviews the activity in the Financial Markets after the day that just ended, Thursday, February 13.
Via
Talk Markets
Topics
Commodities
Cryptocurrencies
Currencies/Forex
Team Reciprocity 'Kicks The Can' On Tariffs While The 'Angel' Lies In The Inflation Details
↗
February 13, 2025
Stocks flirted with all-time highs while the dollar took a hit as President Donald Trump opted to delay his much-hyped reciprocal tariffs
Via
Talk Markets
Topics
Commodities
Currencies/Forex
Economy
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