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Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
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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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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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Total Asset Fund (TAF)
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Additional Information
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Event Schedule
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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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State Street SPDR S&P Retail ETF
(NY:
XRT
)
89.06
+2.12 (+2.44%)
Official Closing Price
Updated: 8:00 PM EST, Jan 6, 2026
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Q3 2022 U.S. Retail Scorecard – Update
↗
November 15, 2022
To date, 146 of the 204 companies in our Retail/Restaurant Index have reported their EPS results for Q3 2022, representing 72% of the index.
Via
Talk Markets
Q3 2022 U.S. Retail Preview: A Bumpy Road For Most Sectors
↗
November 11, 2022
Of the 204 retailers tracked, the Hotels, Restaurant & Leisure sector is headed for the highest earnings growth rate in the third quarter, recording a 97.1% surge over last year’s level.
Via
Talk Markets
Look Who’s Leading Now
↗
November 01, 2022
All indexes are near either their 50 or 200 DMA’s as we head into the Fed’s announcement tomorrow.
Via
Talk Markets
The Great Debate: Value Or Growth?
↗
October 25, 2022
Which strategy — growth or value — will likely produce higher returns? Let's take a closer look at the pros and cons of each to find out which is the most attractive now.
Via
Talk Markets
Bear Market Investing: Should You Really Buy Retail Stocks Right Now?
↗
October 22, 2022
Higher inflation and economic troubles have weighed on earnings and stock performance.
Via
The Motley Fool
The Four Indices: Where Each Are In A 4-Year Cycle
↗
October 19, 2022
In the aftermath of last week’s market plunge and continued rally since, it is worth noting that the 200-week historic weekly support levels held for the SPY and the DIA, both of which were in danger...
Via
Talk Markets
4 Indicators And The "Bear Market" Rally
↗
October 17, 2022
For the current bounce to have legs, the VIX needs to moderate to the mid-20s from around the current 30-plus level.
Via
Talk Markets
Precarious Action In The Bonds And Stock Market
↗
October 16, 2022
Analysts and researchers claimed that double thrusts in the market have always preceded positive returns. Always, huh?
Via
Talk Markets
Taking The Temperature Of The Major Sector ETFs
↗
October 12, 2022
One of the most important first steps towards trading success is to tilt your trading towards trending sectors that display strength and avoid market weakness.
Via
Talk Markets
3 Technical Lessons On Whether Or Not Semiconductors Bottomed
↗
October 03, 2022
The semis ETF SMH has three interesting technical features that are a reliable way to assess what to do from here and how to know if this rally will last.
Via
Talk Markets
Step Back To The Monthly Chart On Transportation
↗
September 26, 2022
The chart of IYT is a perfect example of the monthly moving average and what to watch for.
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
Retail Traders Throw In The Towel
↗
September 08, 2022
The lack of retail engagement can be observed by the low turnover (in line with 2019 levels). At the same time, individuals with a long-term investment horizon are still net bullish.
Via
Talk Markets
Why Ford Is A Great Long-Term Investment
↗
September 07, 2022
Ford is undergoing a major brand makeover to convert its classic iconic models while also guiding the American public to understand the economic value of switching to electric and hybrid vehicles.
Via
Talk Markets
Is G-III Apparel Group, Ltd. A Value Trap?
September 07, 2022
G-III Apparel is set up to underperform its peers over the next few quarters and may be a long-term value trap given the operating environment.
Via
MarketBeat
The Major Sector ETFs Reveal All For Investors
↗
September 06, 2022
Semiconductors have been a significant drag on Wall Street.
Via
Talk Markets
The Russell 2000, Retail And Transportation Tell A Story
↗
August 31, 2022
With earnings growth slowing and valuations at above-average levels, some investors are wondering which sector can continue to lead.
Via
Talk Markets
The Retail Sector: Winners And Losers From Q2 Earnings
August 30, 2022
The retail sector reported a mixed bag of results that has the group moving lower but not all results were bad, read on to find out the winners and losers in Q2
Via
MarketBeat
Topics
Economy
Powell: Inflation: Public Enemy # 1 To The Stock Market
↗
August 28, 2022
The speech by Fed Chair Powell on Friday clarified that inflation is still very much alive and a problem in our economy. The data at this point has the economy in a technical recession, while food and...
Via
Talk Markets
Q2 2022 U.S. Retail Scorecard – Update
↗
August 26, 2022
The Q2 2022 blended earnings growth estimate now stands at -5.9%.
Via
Talk Markets
Granny Retail - Can The Consumer Hang In There?
↗
August 24, 2022
It’s important to remember that the US consumer makes up approximately 70% of our economy. Without shopping and consumerism, our economy would not be the largest in the world.
Via
Talk Markets
Grain Prices Suggest Inflation Far From Peaking
↗
August 23, 2022
Grain prices are now rising due to strong global demand for these agricultural commodities and a lack of supply, due to adverse weather conditions, from droughts to floods, and the Ukraine conflict.
Via
Talk Markets
Q2 2022 U.S. Retail Scorecard
↗
August 17, 2022
To date, 151 of the 204 companies in our Retail/Restaurant Index have reported their earnings results for Q2 2022, representing 74% of the index.
Via
Talk Markets
What's In Store For Retail ETFs As Big-Box Q2 Earnings Unfold
↗
August 17, 2022
With the earnings season coming to an end, about 40% of the companies in the sector are yet to report, putting the traditional retail ETFs in focus.
Via
Talk Markets
The Bulls Are In Charge
↗
August 10, 2022
While investors are pleased by the recent tepid CPI inflation data, the S&P500 was at significant resistance until Wednesday morning.
Via
Talk Markets
Are The Nasdaq And S&P 500 Diverging?
↗
August 10, 2022
The stock market rally lost ground Tuesday, pulling back from resistance levels and triggering a sell-off in all major indices, with the small caps being hit the hardest.
Via
Talk Markets
Q2 2022 Retail Preview: Low Unemployment Keeps The Consumer Engaged
↗
August 08, 2022
Retailers are experiencing a range of issues as the pandemic enters its third year: persistent supply chain disruptions and inflationary pressures on consumer spending across the price spectrum.
Via
Talk Markets
Can Gold And Silver Hold Recent Gains?
↗
August 01, 2022
As a hedge against stagflation and uncertainty, it seems that a long-term silver and gold rally has begun.
Via
Talk Markets
Big Tech Stock Earnings And Market Implications
↗
July 31, 2022
Big tech and many other sectors shrugged off a post-Fed pullback plus some earlier in the week, bad earnings and poor guidance from Wal-Mart, Meta, and Qualcomm to mention a few.
Via
Talk Markets
Granny Retail and Granddad Russell Dish Post FOMC
↗
July 27, 2022
If the Fed is perceived as not able to do the hard rate raise and control inflation, the consumer will continue to feel the pinch of higher prices on real goods.
Via
Talk Markets
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