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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)
FIP Program
Services, Fees and Compensation
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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
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)
TAF® Program
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Event Schedule
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Investing During Uncertain Times
Read FULL Seminar Here
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Capstone Green Energy Announces Financial Results for First Quarter of Fiscal 2026 Ended June 30, 2025
August 08, 2025
From
Capstone Green Energy Holdings, Inc.
Via
Business Wire
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From
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TMX Group Consolidated Trading Statistics - July 2025
August 07, 2025
Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, Alpha-X & Alpha DRK and Montréal ExchangeToronto, Ontario--(Newsfile Corp. - August...
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Newsfile
LFL Releases Strong Second Quarter Financial Results and Announces 20% Increase to the Quarterly Dividend
August 07, 2025
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Via
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August 07, 2025
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Via
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Kelt Reports Financial and Operating Results for the Six Months Ended June 30, 2025
August 07, 2025
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Via
Newsfile
Topics
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Liberty Latin America Reports Q2 and H1 2025 Results
August 07, 2025
From
Liberty Latin America Ltd.
Via
Business Wire
Shareholder Alert: The Ademi Firm Investigates Whether PharmChem, Inc. is Obtaining a Fair Price for its Public Shareholders
August 06, 2025
From
Ademi & Fruchter LLP
Via
Business Wire
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August 06, 2025
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Via
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Lenovo Brings Its Biggest-Ever Global Tech World Event to CES 2026 With an Immersive Experience at Sphere in Las Vegas
August 06, 2025
From
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August 06, 2025
From
Crescita Therapeutics Inc.
Via
Business Wire
Midnight Sun Initiates Drilling at Flagship Dumbwa Target
August 06, 2025
Vancouver, British Columbia--(Newsfile Corp. - August 6, 2025) - Midnight Sun Mining Corp. (TSXV: MMA) (OTC Pink: MDNGF) ("Midnight Sun"...
Via
Newsfile
Dexterra Group Inc. Announces Results for Q2 2025, Acquisitions and Dividend Increase
August 05, 2025
Toronto, Ontario--(Newsfile Corp. - August 5, 2025) - Dexterra Group Inc. (TSX: DXT)HighlightsDexterra delivered strong results for the three months...
Via
Newsfile
Panamera Holdings Corporation Bolsters Balance Sheet by $100M After Inking Deal with Rain Cage Carbon, Gains Strategic Operations and Key Automotive Relationship
August 05, 2025
From
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Via
Business Wire
Exchange Bank Promotes Jamie Hidalgo to Senior Vice President, Risk Management
August 05, 2025
From
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Business Wire
Lenovo Launches Modular DaaS for Sustainability to Manage Carbon, Reduce IT Costs, and Boost ROI
August 05, 2025
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August 05, 2025
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Trinity Place Holdings Inc. Reports Second Quarter Financial Results
August 04, 2025
From
Trinity Place Holdings Inc.
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Business Wire
Chesapeake Granite Wash Trust Announces Distribution of $0.0189 Per Common Unit
August 04, 2025
From
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RBGLY Investors Have Opportunity to Lead Reckitt Benckiser Group plc Securities Fraud Lawsuit with the Schall Law Firm
August 04, 2025
From
The Schall Law Firm
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BT Brands, Inc. to Pursue Strategic Initiatives, Including Potential Merger
August 04, 2025
From
BT Brands, Inc.
Via
Business Wire
RBGLY Deadline: Rosen Law Firm Urges Reckitt Benckiser Group PLC (OTC: RBGLY) Stockholders with Losses in Excess of $100K to Contact the Firm for Information About Their Rights
August 03, 2025
From
The Rosen Law Firm, P.A.
Via
Business Wire
RECKITT BENCKISER 72 HOUR DEADLINE ALERT: Former Louisiana Attorney General and Kahn Swick & Foti, LLC Remind Investors With Losses in Excess of $100,000 of Deadline in Class Action Lawsuit Against Reckitt Benckiser Group PLC - RBGLY
August 01, 2025
From
Kahn Swick & Foti, LLC
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Business Wire
Belgravia Hartford Doubles Bitcoin Treasury to 83 Bitcoin with Acquisition of an Additional 42 Bitcoin
August 01, 2025
From
Belgravia Hartford Capital Inc.
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Business Wire
Regenerex Pharma, Inc. Enters Into Licensing Agreement with Holista Colltech Ltd.
July 31, 2025
From
Regenerex Pharma, Inc.
Via
Business Wire
TMX Group Limited Increases Dividend by 10% to $0.22 per Common Share
July 31, 2025
Toronto, Ontario--(Newsfile Corp. - July 31, 2025) - The Board of Directors of TMX Group Limited today declared a dividend...
Via
Newsfile
Topics
Derivatives
TMX Group Limited Reports Results for Second Quarter of 2025
July 31, 2025
Revenue of $421.7 million, up 15% from $367.1 million in Q2/24Diluted earnings per share of $0.26, down 28% from $0.36...
Via
Newsfile
Topics
Derivatives
ETFs
Pacific Coast Oil Trust Announces Monthly Net Profits Interest Calculations
July 31, 2025
From
Pacific Coast Oil Trust
Via
Business Wire
Sunnova Receives Court Approval for Sale Transaction
July 31, 2025
From
Sunnova Energy International Inc.
Via
Business Wire
Galloper Gold Awarded Glover Island EML
July 31, 2025
Vancouver, British Columbia--(Newsfile Corp. - July 31, 2025) - Galloper Gold Corp. (CSE: BOOM) (OTC Pink: GGDCF) (the "Company" or...
Via
Newsfile
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