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Brochure Supplement Jonathan Ezra
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Fixed Income Portfolio (FIP)
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Sample Portfolio
Back Dated Performance Reports
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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
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Financial Planning
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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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Today’s 20-year mortgage rates dive below 6% | Dec. 2, 2022
December 02, 2022
Tags
fox/business/home/mortgage
Credible
Chris Jennings
From
FOX Business
Homeowners tap HELOCs at record level in first half of 2022: CoreLogic
December 01, 2022
Tags
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How long does it take to buy a home?
December 01, 2022
Tags
fox/business/home/mortgage
fee25596/8ab7/570a/aa98/fd44eb80e687
Credible
From
FOX Business
Mortgage rates decrease for third week in a row
December 01, 2022
Tags
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fbn
From
FOX Business
Good news: Today’s 30-year mortgage rates plunge to 57-day low | Dec. 1, 2022
December 01, 2022
Tags
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fbn
fox/business/credible
From
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Today’s best mortgage deal? Look to 15-year rates to save | Nov. 30, 2022
November 30, 2022
Tags
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Credible
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Savings window opens: Today’s 30-year mortgage rates tumble to 6.125% | Nov. 29, 2022
November 29, 2022
Tags
fox/business/home/mortgage
Credible
Chris Jennings
From
FOX Business
Today’s best mortgage deal? Twenty-year mortgage rates plunge a quarter point | Nov. 28, 2022
November 28, 2022
Tags
fox/business/topic/mortgage/todays/mortgage/rates
article
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From
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Mortgage payments rise in October amid high mortgage rates: MBA
November 23, 2022
Tags
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article
fox/business/credible
From
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Home price growth cools in September amid rising mortgage rates: CoreLogic
November 23, 2022
Tags
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From
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Mortgage rates continue to tick down
November 23, 2022
Tags
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From
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Still time to save: 30-year mortgage rates fall for third consecutive day | Nov. 23, 2022
November 23, 2022
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fox/business/topic/mortgage
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From
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Looking to buy a house? It's the worst time in decades to do so
November 22, 2022
Tags
fox/news/fox/news/us/fox/news/economy/fox/news/housing
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From
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Still time to save: Today’s 30-year mortgage rates tumble to 6.375% | Nov. 22, 2022
November 22, 2022
Tags
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fox/business/home/mortgage
Chris Jennings
From
FOX Business
How to use a HELOC to pay off your mortgage
November 21, 2022
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Credible
fox/business/home/mortgage
From
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Mortgage rates drop below 7%, may signal that inflation has peaked: Freddie Mac
November 21, 2022
Tags
Nora Colomer
article
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From
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Savings window opens: Today’s 30-year mortgage rates plunge a quarter point | Nov. 21, 2022
November 21, 2022
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From
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Digital mortgages to enter a new, faster (and cheaper) era in year ahead
November 18, 2022
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fox/business/personal/finance
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From
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What first-time buyers need to know about mortgage points
November 18, 2022
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b3efd2be/1031/5361/bbe8/fa2b414f3c1f
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From
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Today’s 20-year mortgage rates continue to offer best money-saving opportunity | Nov. 18, 2022
November 18, 2022
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Credible
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Is interest on a home equity line of credit tax-deductible?
November 17, 2022
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Janet Berry/Johnson
fox/business/home/mortgage
Credible
From
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Mortgage rates tumble to 6.61%
November 17, 2022
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From
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Affordability squeezing homebuyers’ wallets as builders face 'worst-case scenario'
November 17, 2022
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Good news: Today’s 15-, 20-year mortgage rates dip below 6% | Nov. 17, 2022
November 17, 2022
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fox/business/home/mortgage
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Household debt surpasses $16.5T in Q3 amid inflation, rising demand: NY Fed report
November 17, 2022
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From
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Can you use a HELOC for a down payment?
November 16, 2022
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From
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Today’s best mortgage deal? 20-year rates are the lowest available at 6% | Nov. 16, 2022
November 16, 2022
Tags
Credible
Chris Jennings
fox/business/home/mortgage
From
FOX Business
Mortgage refinancing dries up
November 16, 2022
Tags
FOXBusiness
fox/business/topic/mortgage
fbn
From
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What first-time buyers should know about the costs of homeownership
November 15, 2022
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fox/business/home/mortgage
4f4ff0c5/035e/57e5/97a0/d0f137a9caa7
From
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Housing agency reports record financial cushion as it braces for market downturn
November 15, 2022
Tags
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The Wall Street Journal
fbn
From
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