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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)
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Back Dated Performance Reports
Quarterly Performance Reports
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TAM sm Program
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Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
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Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
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Client's Responsibilities
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Implementation
Legal Services
Termination
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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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iShares U.S. Consumer Staples ETF
(NY:
IYK
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70.40
+0.56 (+0.80%)
Official Closing Price
Updated: 8:00 PM EST, Jan 23, 2026
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Snacks Giant Mondelez Unwraps $9 Billion Stock Buyback Plan; Stock Gains
↗
December 11, 2024
Mondelez announces new $9 billion share repurchase program, replacing the current $6 billion program, of which approximately $2.8 billion remains and would otherwise expire at the end of 2025.
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Rate Cuts To Slow Down In 2025? ETFs To Add To Your Portfolio
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December 01, 2024
We have highlighted a few ETF areas to which investors may consider expanding their exposure. These offer a hedge amid uncertainties surrounding the path of interest rates.
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Philip Morris Hits Record High On Q3 Earnings Beat: ETFs In Focus
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October 27, 2024
The year 2024 is turning out to be strong for Philip Morris International. The tobacco giant surged about 44% from mid-April to early September, rebounding from a downturn earlier in the year. Here is...
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JAB Strengthens Hold On Coffee Company JDE Peet's As Mondelez Sells Off 86M Shares
↗
October 21, 2024
Mondelez International agreed to sell 86 million JDE Peet's shares to JAB for €25.10 per share. JAB also distributed shares to 70 limited partners, increasing free float to 32%.
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Procter & Gamble's Mixed Bag Q1: EPS Exceeds Estimates, Reaffirms Growth Outlook & More
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October 18, 2024
PG shares up after reporting Q1 FY25 sales of $21.74B, missing consensus estimate. Organic sales grew 2%, adjusted EPS beat. Segment sales varied.
Via
Benzinga
PepsiCo's Higher Productivity Key To Navigating Slower Sales Growth, BofA Analyst Remains Bullish
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October 08, 2024
PepsiCo reports mixed Q3 performance. BoFA analyst notes that the second half of the year typically accounts for over half of total revenue, and the guidance suggests organic growth of -1% to +3% in...
Via
Benzinga
Procter & Gamble Q1 Forecast Cut As Global Challenges Persist, Goldman Sachs Warns
↗
October 07, 2024
Goldman Sachs analyst lowers Q1 estimates for P&G due to challenges in international markets, with expected 2% organic sales growth and flat net sales.
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Benzinga
Bull Run At Risk? Shield Your Portfolio With These ETFs
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October 06, 2024
The uncertainty regarding how the market will respond to the U.S. Presidential election presents a headwind. The decline in consumer confidence also paints an unclear picture. Here are some ETFs that...
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PepsiCo Eyes Tortilla Maker Siete Foods In $1B Deal: Report
↗
October 01, 2024
PepsiCo is reportedly close to acquiring Siete Foods, reflecting its strategy to enhance healthier snack options amid a competitive market.
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13 ETFs To Own As Fed Set To Cut Rates: Analysts Highlight Utilities, Real Estate, And More
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September 17, 2024
Federal Reserve's shift to lower interest rates can have wide-reaching effects on stocks and bonds, but quality can be found in utilities, real estate, and consumer staples sectors.
Via
Benzinga
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PepsiCo Faces Legal Heat: Gatorade Protein Bars Criticized For Excessive Sugar
↗
August 15, 2024
A federal judge has reportedly ruled that PepsiCo can be sued for marketing its Gatorade protein bars as healthy despite having more sugar than protein and exceeding the sugar content of typical candy...
Via
Benzinga
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PepsiCo Teams Up With Yara To Reduce Crop Emissions In Europe
↗
July 16, 2024
PepsiCo Inc. (NASDAQ: PEP) has partnered with Yara International ASA to provide European farmers with advanced crop nutrition programs. This collaboration aims to decarbonize the food value chain,...
Via
Benzinga
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Emissions
Salmonella Saga: FDA Reportedly Uncovers Years of Contamination at PepsiCo Plant
↗
July 11, 2024
The PepsiCo Inc. (NASDAQ: PEP) factory responsible for a massive recall of Quaker Oats products has come under scrutiny after U.S. regulators reportedly discovered that salmonella had been present at...
Via
Benzinga
PepsiCo Waives Clause Paving Way For Carlsberg's Potential Britvic Buy
↗
June 24, 2024
Carlsberg (OTC ) may increase its bid for Britvic (OTC ) after PepsiCo Inc (NASDAQ: PEP) agreed to waive a clause in their bottling agreement. This development follows Britvic's rejection of a $3.9...
Via
Benzinga
3 Grocery Stocks to Fill Your Cart With Steady Gains
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May 28, 2024
Shop smart and invest savvy! Explore the top three grocery stocks to buy and fill your wallet amid increased volatility.
Via
InvestorPlace
Coca-Cola's Refreshing Results: Analysts Bullish Despite Near-Term Concerns
↗
May 01, 2024
Goldman Sachs maintains a Neutral rating on KO with a $60.00 price target. Analyst Bonnie Herzog highlights KO's robust Q1 organic revenue growth of 11%, exceeding expectations. Despite this, limited...
Via
Benzinga
3 ETFs to Buy When the Market Gets Crazy
↗
May 01, 2024
With market rumblings not doing much for confidence, concerned investors should target these resilient ETFs to buy.
Via
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Coca-Cola Contemplates $8B IPO For African Bottling Unit: Report
↗
April 30, 2024
Coca-Cola reportedly eyes $8 billion valuation for African bottling arm IPO. Plans for dual listing in Johannesburg and Amsterdam. Discussions underway, but details subject to change.
Via
Benzinga
Topics
Initial Public Offering
Top ETFs for Every Sector
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February 22, 2024
Top ETFs for all 11 S&P 500 sectors.
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Boeing, Halliburton, Carlyle Group And More: CNBC's 'Final Trades'
↗
November 29, 2023
On CNBC’s "Halftime Report Final Trades," Joshua Brown of Ritholtz Wealth Management said The Carlyle Group Inc. (NASDAQ: CG) may have bottomed.
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Benzinga
Bitcoin, New York Community Bancorp, Live Nation Entertainment And More On CNBC's 'Final Trades'
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November 13, 2023
On CNBC’s "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners named Bitcoin (CRYPTO: BTC)
Via
Benzinga
Uber Technologies, Microsoft And More On CNBC's 'Final Trades'
↗
October 23, 2023
On CNBC’s "Halftime Report Final Trades," Shannon Saccocia of Boston Private named iShares US Consumer Staples ETF (BATS: IYK),
Via
Benzinga
Topics
ETFs
Food and Beverage Stocks Look Appetizing After Ozempic Selloff
↗
October 16, 2023
Investors should brush off Ozempic selloff fears and dive into tasty food and beverage stocks that have been oversold in 2023.
Via
InvestorPlace
CrowdStrike, DoorDash And 2 ETFs: CNBC's 'Final Trades'
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October 03, 2023
On CNBC’s "Halftime Report Final Trades," Shannon Saccocia of Boston Private named iShares US Consumer Staples ETF (NYSE: IYK)
Via
Benzinga
Topics
ETFs
All eyes on the Fed as inflation metrics give mixed signals
↗
September 19, 2023
Although the FOMC will almost certainly keep the Fed funds rate steady this week, investors aren’t yet convinced that the rate hike cycle has ended.
Via
Talk Markets
Topics
Economy
Stocks Flounder Despite Inflation Downtrend As Banking Crisis Emerges, But Outlook Remains Encouraging
↗
March 17, 2023
Nothing goes in a straight line for long, and inflation is no different, i.e., the path is volatile, but disinflationary trends remain intact.
Via
Talk Markets
10 Best Consumer Staples ETFs
March 09, 2023
Consumer staples ETFs may offer trading flexibility, portfolio diversification and tax benefits. Check out the best consumer staples ETFs.
Via
MarketBeat
Topics
ETFs
Stocks
4 Sectors Warren Buffett Loves: ETFs In Focus
↗
February 26, 2023
Billionaire investor Warren Buffett is known for his value investing style. Many want to mirror the legend’s investing strategy and emerge a winner.
Via
Talk Markets
Uncertainties On Fed Policy, Geopolitics, And Earnings Cloud 2023 Outlook, But Trends Are Promising
↗
January 17, 2023
The future direction of both stocks and bonds hinges on the trajectory of corporate earnings and interest rates, both of which are largely at the mercy of inflation, Fed monetary policy, and the state...
Via
Talk Markets
In Latest Sentiment Poll, Buying Conditions Are The Worst In Decades
↗
September 18, 2022
In the University of Michigan sentiment pool, consumers have soured on buying homes, cars, and durable goods.
Via
Talk Markets
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