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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
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Back Dated 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
Independent Money Managers
Fees & Compensation
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Fees & Compensation
Estate Planning
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
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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Read FULL Seminar Here
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Global X Social Media ETF
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DJT Stock Plunges To Record Low Amid Market Sell-Off — Retail Shreds Trump Over Epstein Files, Benign Prices Claim
↗
November 19, 2025
Retail traders appear to have taken a downbeat stance on Trump’s media company amid its fundamental troubles and in general disgruntlement over geopolitics following his reelection.
Via
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Why Rumble Stock Is Soaring Nearly 16% In Premarket
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November 10, 2025
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Reddit Stock Rises Premarket: Goldman Sachs Sees Boost From Digital Ads, Data Licensing
↗
October 15, 2025
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Rumble’s Deal With Perplexity Spurs Over 400% Surge In Retail Investor Chatter On Stocktwits
↗
October 03, 2025
The stock saw a 421% increase in user message count in 24 hours after announcing a partnership with AI startup Perplexity.
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Why Dating App Bumble's Stock Is Falling In Today's Premarket
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October 03, 2025
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Why Rumble Stock Spiked Over 11% In After-hours Today
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October 02, 2025
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Why Oracle Stock Rose In After-Hours Trading Today
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September 25, 2025
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Reddit Stock Slips Premarket After 4-Session Slide — But Here’s Why Retail Traders Are Still Optimistic
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September 25, 2025
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Snap Stock’s Retail Traders On High Alert For Meme Rally As Buyout Speculation Resurfaces
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September 21, 2025
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Reddit Stock Gets Major Boost As Wall Street Sees Strong Growth Path: Retail Echoes Confidence
↗
September 18, 2025
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Trump Media Stock Slips Premarket After Appeals Court Upholds $83M Verdict in E. Jean Carroll Defamation Case
↗
September 09, 2025
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Rumble CEO Bats For Tether-Backed Northern Data Acquisition Bid: Retail Joins The Party
↗
August 11, 2025
The potential share-exchange offer would allow Northern Data shareholders to receive newly issued Rumble Class A common stock in return for their holdings.
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Why Is Pinterest Stock Out Of Favor In Premarket Today?
↗
August 08, 2025
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Trump Media Stock Climbs Premarket: Retail Mood Improves As Q2 Delivers First-Ever Positive Cash Flow
↗
August 04, 2025
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Here’s Why Reddit Stock Is Soaring Premarket Today
↗
August 01, 2025
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Stocktwits
Reddit Unveils AI-Powered Ad Tools To Enhance Brand Engagement, But Retail Remains Skeptical
↗
June 16, 2025
Reddit’s AI tools, Reddit Insights, and Conversation Summary Add-ons, will help marketers analyze trends and boost ad engagement by featuring positive user comments.
Via
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Trump Media Stock Trends On Stocktwits As Retail Traders Fume Over President’s Federal Crackdown On LA Protesters
↗
June 09, 2025
Law enforcement officials continued their clampdown on people in Los Angeles who protested against Trump’s crackdown on undocumented immigrants.
Via
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Topics
ETFs
Economy
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Reddit Takes Anthropic To Court Over AI Data Theft: Retail Remains Skeptical
↗
June 04, 2025
Reddit sued Anthropic for allegedly using its user data without permission to train AI models, claiming repeated unauthorized access despite no licensing deal.
Via
Stocktwits
Topics
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Lawsuit
Truth Social Bitcoin ETF? Trump Media’s Latest Crypto Move Ignites Retail Trader Interest
↗
June 04, 2025
The filing could be routine in a crowded category that currently boasts more than 60 U.S. offerings.
Via
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Bilibili Stock Rallies On Q1 Earnings Beat: Retail Turns Exuberant
↗
May 20, 2025
The upbeat earnings were driven by strong advertising and mobile game revenue, with the platform seeing user growth, improved margins, and higher operating cash flow.
Via
Stocktwits
Reddit Stock Drops After Wells Fargo Downgrade Amid AI Search Threat: But Retail Stays Optimistic
↗
May 19, 2025
Wells Fargo anticipates further declines in Reddit’s non-logged-in user base as Google ramps up its AI features.
Via
Stocktwits
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Trump Media Stock In Spotlight As Q1 Loss Narrows, Retail's Upbeat
↗
May 11, 2025
TMTG said it focused on building its ecosystem, improving its existing platforms, and diversifying into financial services in the first quarter.
Via
Stocktwits
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Reddit Retail Traders Gush Over Q1 Beat, Positive Outlook: Stock Rallies
↗
May 02, 2025
On the earnings call, CEO Steve Huffman said the company expects some bumps due to the Google algorithm changes.
Via
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Snap Retail Traders Upbeat Even As Stock Slumps After Company Flags Tariff Headwinds, Skips Guidance
↗
April 30, 2025
CEO Evan Spiegel noted progress with direct-response advertising solutions, continued momentum in driving performance for small and medium sized businesses and growth of Snapchat+ subscription...
Via
Stocktwits
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Earnings
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Snap Retail Investors Upbeat Ahead Of Q1 Report But Analysts Cautious Due To Tariff Impact, Engagement Trends
↗
April 28, 2025
According to the Finchat-compiled consensus, Snap is expected to report adjusted earnings per share of $0.04 and revenue of $1.35 billion.
Via
Stocktwits
Topics
World Trade
Trump Media Stock Skyrockets As President Touts 'Great Time' To Buy Before Unveiling Tariff Pause, But Retail Traders Stay Cold
↗
April 09, 2025
TMTG's shares climbed 21.67% on Wednesday after trading in a $16.50-$20.40 range, with the upside accompanied by nearly two times the average volume.
Via
Stocktwits
Topics
Government
World Trade
Tariff-Ravaged Reddit Stock Gets Bullish Recommendation On Growth Potential: Retail Sentiment Lags
↗
April 07, 2025
Truist said Reddit is one of the fastest-growing social media platforms that is aggressively gaining share in the digital advertising market.
Via
Stocktwits
Topics
Artificial Intelligence
Government
World Trade
Amazon Joins TikTok US Buyout Race? Retail Traders Cheer Potential Deal
↗
April 03, 2025
Amazon may have synergy in lapping up TikTok as the app, which has 170 million users in the U.S., is a major hub of online shopping.
Via
Stocktwits
Topics
Government
Pinterest Rallies After Analyst Says Recent Pullback Creates Attractive Buying Opportunity: Retail Sentiment Diverges
↗
March 24, 2025
Guggenheim analyst Michael Morris expects Pinterest to improve monetization faster than the overall digital advertising market from 2025 to 2027.
Via
Stocktwits
Trump Media Stock Spikes After-Hours On Crypto.com Partnership For ETF Launch: Retail Braces For Strong Upside
↗
March 24, 2025
TMTG said the ETFs, made available through Crypto.com’s broker-dealer Foris Capital US, will likely comprise digital assets and securities with a Made in America focus spanning diverse industries such...
Via
Stocktwits
Topics
ETFs
Government
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