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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)
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Back Dated Performance Reports
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TAM sm Program
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Sample Portfolio
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TAV Program
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Client Contact with Portfolio Manager(s)
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
Read FULL Seminar Here
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Best season to buy a house is winter, not spring: Here’s where buyers can find the best deals
January 26, 2023
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fox/business/home/mortgage
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January 26, 2023
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January 26, 2023
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January 26, 2023
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January 25, 2023
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Today’s mortgage rates edge down across all terms | Jan. 25, 2023
January 25, 2023
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January 25, 2023
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Home price gains slow to a two-year low: CoreLogic
January 24, 2023
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Savings window opens: Today’s 30-year mortgage rates tumble a quarter of a percentage point | Jan. 24, 2023
January 24, 2023
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Home price growth in October loses steam for fourth consecutive month: Case-Shiller
January 23, 2023
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From
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Today’s mortgage rates: Look to 15-year rates for maximum savings | Jan. 23, 2023
January 23, 2023
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Red-hot Miami housing market expected to defy 2023 cost correction as blue state exodus continues
January 20, 2023
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Home sales increased in November: What it means for you
January 20, 2023
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January 20, 2023
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Still time to save: Thirty-year mortgage rates hold steady for third straight day | Jan. 20, 2023
January 20, 2023
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From
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Existing home sales tumbled in December for 11th straight month, falling to lowest level since 2010
January 20, 2023
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Mortgage rates drop to the lowest level since September: Freddie Mac
January 20, 2023
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Mortgage rates fall to lowest level since September
January 19, 2023
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Bank of America's Brian Moynihan warns against 'wealth effect' that could feel like 2007-08
January 19, 2023
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Today’s 20-year mortgage rates continue to offer best money-saving opportunity | Jan. 19, 2023
January 19, 2023
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Good news: Today’s mortgage rates fall across all terms | Jan. 18, 2023
January 18, 2023
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Today’s best mortgage deal? Look to 15-year rates for greater interest savings | Jan. 17, 2023
January 17, 2023
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Mortgage rates drop again, creating opportunity for homebuyers: Freddie Mac
January 16, 2023
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New conforming loan limits create additional housing supply: Zillow
January 13, 2023
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Today’s 20-year mortgage rates remain best opportunity for interest savings | Jan. 13, 2023
January 13, 2023
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From
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US real estate market in ‘big trouble,' expert warns
January 13, 2023
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From
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Mortgage rates dip after two-week climb
January 12, 2023
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From
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Today’s best mortgage deal? 20-year rates are the lowest available at 6% | Jan. 12, 2023
January 12, 2023
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From
FOX Business
Good news: Today’s 30-year mortgage rates dive below 7% | Jan. 10, 2023
January 10, 2023
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Credible
fox/business/home/mortgage
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From
FOX Business
US real estate has 'monumental opportunity' to solve housing crisis in 2023: Expert
January 09, 2023
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fox/business/topic/personal/real/estate
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From
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