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Brochure Supplement Jonathan Ezra
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Own Your Practice
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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
Estate Planning
Financial Planning
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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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Today’s 20-year mortgage rates climb above 7% | Sept. 27, 2022
September 27, 2022
Tags
fox/business/home/mortgage
Chris Jennings
Credible
From
FOX Business
Today’s mortgage refinance rates: Look to 10-, 15-year rates for best savings opportunity | Sept. 26, 2022
September 26, 2022
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Today’s mortgage rates: Shorter terms rest for sixth straight day | Sept. 26, 2022
September 26, 2022
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Mortgage rates climb higher, triggering home price drops
September 23, 2022
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Still time to save: 10- and 15-year rates rest at 5.5% for fifth straight day | September 23, 2022
September 23, 2022
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fox/business/personal/finance
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From
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Today’s 15- and 10-year mortgage rates offer best opportunity for interest savings | September 23, 2022
September 23, 2022
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Janet Yellen says economic recovery hinges on supply chain, green agenda and end of Ukraine war
September 22, 2022
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20-year mortgage refinance rates zip past 30-year rates | September 22, 2022
September 22, 2022
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30-year mortgage interest rates stick for third straight day | September 22, 2022
September 22, 2022
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From
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Mortgage rates reach highest since August 2007
September 22, 2022
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Home price growth slows in June for third consecutive month: Case-Shiller Index
September 21, 2022
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September 21, 2022
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NYC 'billionaires row' penthouse, world's highest residence, listed for $250M
September 21, 2022
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Today’s mortgage refinance rates rest: 10- and 15-year rates stick at 5.5% | September 21, 2022
September 21, 2022
Tags
fox/business/home/mortgage
Chris Jennings
Credible
From
FOX Business
Still time to save: Today’s mortgage rates hold steady | September 21, 2022
September 21, 2022
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From
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Fed rate hike to hit mortgages, credit cards and auto loans
September 21, 2022
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Mortgage rush underway as rates set to move even higher
September 21, 2022
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Today’s mortgage refinance rates: 10- and 15-year rates hold steady | September 20, 2022
September 20, 2022
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Credible
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From
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Still time to save: Today’s 10- and 15-year mortgage rates hold steady | September 20, 2022
September 20, 2022
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Credible
Chris Jennings
From
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NAHB CEO gives grim assessment of housing market: 'We've given birth to a housing recession'
September 19, 2022
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From
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Today’s mortgage refinance rates largely hold steady | September 19, 2022
September 19, 2022
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Credible
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From
FOX Business
Today’s 10- and 15-year mortgage rates continue to offer best money-saving opportunity | September 19, 2022
September 19, 2022
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Chris Jennings
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From
FOX Business
Mortgage rates rise again, challenging housing market
September 19, 2022
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fox/business/home/mortgage
fox/business/home/mortgage/real/estate
e49c0f38/9f75/5dc2/a3be/d83a3206c7c2
From
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Today’s best mortgage refinance deal? 15-year rates are lowest available | September 16, 2022
September 16, 2022
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fbn
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From
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Today’s 15-year mortgage rates offer best money-saving opportunity | September 16, 2022
September 16, 2022
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Fall housing inventory building slowly: Altos Research
September 15, 2022
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fox/business/home/mortgage/real/estate
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From
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Mortgage rates climb above 6%, first time since 2008
September 15, 2022
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fox/business/home/mortgage/real/estate
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From
FOX Business
Today’s the day to refinance: 30-year rates plunge to 4-day low | September 15, 2022
September 15, 2022
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a37105ab/71ed/56f5/b50f/ce1da04e0489
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From
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Savings window opens: 30-year mortgage rates tumble below 6% | September 15, 2022
September 15, 2022
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Chris Jennings
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fox/business/topic/mortgage/todays/mortgage/rates
From
FOX Business
Redfin predicts sharpest turn in housing market since 2008 crash
September 15, 2022
Tags
fox/news/fox/news/us/fox/news/economy/inflation
fox/news/fox/news/us/fox/news/economy/fox/news/housing
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