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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
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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
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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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Investing During Uncertain Times
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Today's lowest mortgage rates remain 10-year terms at 5.625% | July 17, 2023
July 17, 2023
Tags
fox/business/home/mortgage
fbn
fox/business/topic/personal/real/estate
From
FOX Business
The San Francisco real estate market is a ‘disaster,’ expert says
July 15, 2023
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July 14, 2023
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Today's lowest mortgage rate? 10-year terms at 5.625% | July 14, 2023
July 14, 2023
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From
FOX Business
Looking for today's lowest mortgage rates? Try 10- or 15-year terms | July 13, 2023
July 13, 2023
Tags
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Fox Business
From
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Looking to save? Today's best mortgage deal is 10-year terms at 6.125% | July 12, 2023
July 12, 2023
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From
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Majority of homebuyers say they have regrets: survey
July 12, 2023
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Home prices hit fresh record again amid worsening supply shortage
July 11, 2023
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From
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Today's best mortgage savings? 10-year terms at 6.125% | July 11, 2023
July 11, 2023
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fox/business/personal/finance
fox/business/topic/mortgage
From
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Today’s best mortgage savings? 10-year terms at 6.125% | July 10, 2023
July 10, 2023
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fbn
From
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Home price growth dips to lowest levels since 2012: CoreLogic
July 10, 2023
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fox/business/topic/mortgage
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From
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Today’s best mortgage deal? 10-year terms remain at 6.125% | July 7, 2023
July 07, 2023
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From
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Mortgage rates hit highest level this year
July 06, 2023
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From
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Today’s lowest mortgage rates? 10-year terms at 6.125% | July 6, 2023
July 06, 2023
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fbn
fox/business/topic/personal/real/estate
From
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Housing affordability plummets to lowest level since 2007 as prices jump
July 05, 2023
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From
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Today’s best mortgage savings? Shorter terms have the lowest rates | July 5, 2023
July 05, 2023
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From
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Average American homeowner lost more than $5K in home equity: CoreLogic
July 05, 2023
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From
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US housing market defying crash expectations as supply shortage keeps prices high
July 04, 2023
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Today’s lowest mortgage rate? 10-year terms at 5.875% | July 3, 2023
July 03, 2023
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fox/business/topic/personal/real/estate
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From
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While today’s mortgage rates rise, shorter terms hold lowest rates | June 30, 2023
June 30, 2023
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fox/business/home/mortgage
9d9c920e/5b45/55b4/b51c/e4e79bcf98f3
From
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Mortgage rates tick up, homebuyers are not deterred: Freddie Mac
June 30, 2023
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From
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Mortgage rates climb after falling for 3 straight weeks
June 29, 2023
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fbn
fox/business/economic/indicators
From
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Today's best mortgage deal? 10-year terms at 5.625% | June 29, 2023
June 29, 2023
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fox/business/topic/mortgage
fox/business/personal/finance
From
FOX Business
Mortgage applications rise for third straight week
June 28, 2023
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article
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From
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Mortgage rates continue to rise today, but 10-year terms remain lowest | June 28, 2023
June 28, 2023
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fbn
fox/business/topic/personal/real/estate
From
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Caution: boomerang kids could be bad for parents' financial health, survey says
June 28, 2023
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fox/business/home/mortgage
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From
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Home ownership is the new hot wedding gift
June 28, 2023
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From
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Today's lowest mortgage rate? 10-year terms at 5.625% amid rising rates | June 27, 2023
June 27, 2023
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3526d93a/5189/5dad/bab8/4299544fe380
fox/business/home/mortgage
From
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Today’s lowest mortgage rate? 10-year terms at 5.625% | June 26, 2023
June 26, 2023
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article
fox/business/topic/mortgage/todays/mortgage/rates
fox/business/personal/finance
From
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Biden's 'socialist' mortgage plan reversed by GOP bill
June 23, 2023
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fox/news/fox/news/us/fox/news/economy/fox/news/housing
fox/business/home/mortgage
From
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