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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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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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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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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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Financial Planning
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Implementation
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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iShares U.S. Technology ETF
(NY:
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201.72
-1.20 (-0.59%)
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Updated: 2:33 PM EST, Dec 29, 2025
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XLK vs. IYW: Which is the Better Choice for Tech-Focused Investors?
↗
December 20, 2025
Explore how differences in cost, yield, and sector focus may impact your choice between these two leading tech ETFs.
Via
The Motley Fool
Topics
ETFs
Why Did CoreWeave Stock Surge Over 17% Today?
↗
December 19, 2025
Citi resumed coverage of the stock with a ‘Buy’ rating but cut its target price to $135 from $192.
Via
Stocktwits
Topics
Artificial Intelligence
Dan Ives Claps Back At ‘AI Bubble’ Bears, Says Tech Capex Supercycle Is Just Beginning
↗
December 17, 2025
Ives stated that the trillions of dollars in capex over the next few years will keep the tech bull market intact.
Via
Stocktwits
Vanguard Information Technology ETF and iShares US Technology ETF: Two Visions of Tech Investing
↗
November 20, 2025
VGT and IYW draw from the same tech universe, yet their structures create two very different risk profiles. This analysis breaks down the mechanics behind each fund and clarifies the kind of tech...
Via
The Motley Fool
Topics
ETFs
Google Stock Hits $300 For First Time Ever After Announcing Gemini 3, Waymo Expansion
↗
November 19, 2025
Via
Stocktwits
El-Erian Warns Failure To Work 'With' AI Risks Fueling Political, Social Opposition
↗
November 07, 2025
Via
Stocktwits
Topics
Artificial Intelligence
MSTR Stock Slides Toward Seven-Month Low After Strategy Sets €80 Preferred Stock Price
↗
November 07, 2025
Via
Stocktwits
5 High-Flying Growth Stocks (Up 23% to 51% in 2025) It's Not Too Late to Buy -- Including Shopify and Taiwan Semiconductor
↗
November 17, 2025
These highfliers have flown high indeed, and still have much growth potential -- and reasonable prices.
Via
The Motley Fool
Topics
World Trade
Jeff Bezos Returns To An Operating Role As Co-CEO Of AI Startup Project Prometheus: Report
↗
November 17, 2025
Project Prometheus will focus on engineering and manufacturing in three sectors: computing, aerospace, and automobiles.
Via
Stocktwits
Topics
Artificial Intelligence
Top Economist Warns White-Collar Workers Are Facing Their 'Detroit Auto Worker' Moment As AI Begins Replacing Cognitive Jobs
↗
November 17, 2025
Economist Justin Wolfers warns AI is coming for white-collar jobs, calling it their "Detroit auto worker" moment.
Via
Benzinga
Topics
Artificial Intelligence
World Economic Forum Chief Warns Of Possible Bubble In AI Amid Valuation Uncertainties: Report
↗
November 05, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Amid Valuation Concerns, Peter Berezin Says AI Tech Will Likely Become A 'Commoditized Product With Commoditized Margins'
↗
November 05, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Howard Marks Draws Parallels Between AI Boom, Dot-Com Bubble: Market Is 'Lofty But Not Nutty,' Not 'Mania' Yet
↗
November 17, 2025
Legendary investor Howard Marks warns of parallels between current market excitement over AI and 1999 dot-com bubble.
Via
Benzinga
Topics
Artificial Intelligence
XLK vs. IYW: Focused Tech Exposure or Broader Reach
↗
November 14, 2025
XLK vs. IYW: Focused Tech Exposure or Broader Reach
Via
The Motley Fool
Topics
ETFs
BofA Expert Warns AI Boom Needs 'More Land' Than Singapore,' More Energy' Than Japan,' As Growth Faces Massive Bottleneck
↗
November 14, 2025
A BofA expert warns the AI boom needs 'more land than Singapore' and 'more energy than Japan,' facing a massive infrastructure bottleneck.
Via
Benzinga
Topics
Artificial Intelligence
La Rosa Holdings Pivots Hard Into AI With Billion-Dollar Backing, Triggering Sharp Stock Drop
↗
November 13, 2025
La Rosa Holdings Corp. secures $1.25 billion in funding for next-gen AI data centers. CEO outlines vision for tech-forward growth opportunities.
Via
Benzinga
Topics
Artificial Intelligence
Schwab: Half Of US Investors May Ditch Other Assets For ETFs — 4 Funds To Watch
↗
November 08, 2025
Nearly half of ETF investors could go all-ETF within five years, Schwab says. Here's how they're building portfolios with funds like ITOT, BND, and XLK.
Via
Benzinga
Topics
ETFs
AI Hits The Court: NBA Reportedly Joins $40 Million Investment Round For Fastbreak AI
↗
November 07, 2025
According to a Bloomberg News report, the company’s funding round is led by sports venture capital firms Greycroft and GTMfund and also saw support from the National Hockey League.
Via
Stocktwits
Topics
Artificial Intelligence
Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not Bubble: '2-3 Years Left' In Tech Bull Market
↗
November 07, 2025
Top analyst Dan Ives predicts Nasdaq 30,000, arguing the AI revolution is not a bubble and the tech bull market has "2-3 years left."
Via
Benzinga
Topics
Artificial Intelligence
Dan Ives Says Wall Street Is ‘Underestimating’ Scale And Scope Of AI Revolution: ‘Bears Have Never Understood This…’
↗
November 05, 2025
Ives expressed optimism despite AI valuation concerns, which have gained prominence after Wall Street CEOs warned of the possibility of a pullback in equities.
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
Mohamed El-Erian Warns Some AI Names Will 'End Up In Tears' But Supports Limited Winners In AI's 'Rational Bubble'
↗
October 31, 2025
Allianz's Mohamed El-Erian warns some AI names will "end in tears," calling the boom a "rational bubble" with limited winners.
Via
Benzinga
Topics
Artificial Intelligence
El-Erian Says AI Is Like Electricity, Warns There Are Some Names That Will ‘End Up In Tears’: Report
↗
October 29, 2025
During an interview with CNBC, El-Erian explained that there are some AI stocks that have “reasonable” valuations, but added that there is some froth in the sector.
Via
Stocktwits
Topics
Artificial Intelligence
Government
Alphabet, Microsoft, Meta Earnings On Tap: How Do Expectations Stack Up For These AI Stalwarts
↗
October 29, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Why Is OBOOK Holdings Stock Soaring Friday?
↗
October 24, 2025
Blockchain company OWLS, listed on Nasdaq as OBOOK Holdings Inc, expands US regulatory footprint with new money transmitter licenses.
Via
Benzinga
Why This Microsoft Analyst Expects Another Strong Quarterly Earnings, Outlook From Redmond Next Week
↗
October 23, 2025
Ives believes that Wall Street is still underestimating Microsoft’s growth trajectory going forward.
Via
Stocktwits
Topics
Artificial Intelligence
Justin Wolfers Says Calling AI Bubble Is A Bit Like Trying To Spot The Top Of Mt. Everest, Economist Questions 'Confident Bears'
↗
October 20, 2025
Is it an AI bubble? Justin Wolfers says valuations "actually do make sense," but warns, "Anyone who expresses certainty... shouldn't."
Via
Benzinga
Topics
Artificial Intelligence
Jeff Bezos Touts Data Centers In Space As Samsung And OpenAI Plan Floating Data Centers In The Ocean
↗
October 16, 2025
As AI strains grids, Samsung & OpenAI plan floating ocean data centers. Tech leaders like Jeff Bezos say the future of compute is in space.
Via
Benzinga
Topics
Artificial Intelligence
Justin Wolfers Warns Of 'Two Economies:' 'We're On The Cusp Of A Non-AI Recession'
↗
October 13, 2025
Economist Justin Wolfers warns of "two economies." An AI boom masks that the rest of the economy is "on the cusp of a non-AI recession."
Via
Benzinga
Topics
Artificial Intelligence
Economy
OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos
↗
October 08, 2025
Is the AI boom a jobs-killing bubble? Experts warn the OpenAI, Nvidia & Oracle financial loop may be a high-tech house of cards.
Via
Benzinga
Topics
Artificial Intelligence
Jeff Bezos, David Solomon And Now Sam Altman Warns Of A Brewing AI Bubble, But Expert Says 'They Want The Bubble To Pop:' Here's Why
↗
October 07, 2025
Tech leaders warn of an AI bubble, but an expert claims they want it to pop. Find out why a market crash could be their winning strategy.
Via
Benzinga
Topics
Artificial Intelligence
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