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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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Back Dated Performance Reports
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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)
TAF® Program
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Client Contact with Portfolio Manager(s)
Additional Information
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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Energy Select Sector SPDR
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Updated: 9:36 AM EDT, May 20, 2026
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Are The Charts Starting To Drift From The Soft-Landing Script?
↗
August 24, 2024
In this week's video, we'll review the latest charts to help us answer the question: Are the charts starting to drift from the soft landing bull market script?
Via
Talk Markets
Russell 2000 Outshines S&P 500, Nasdaq 100 As Powell Eyes Rate Cuts; Dollar Sinks, Regional Banks Rocket: What's Driving Markets Friday?
↗
August 23, 2024
Federal Reserve Chairman Jerome Powell has dispelled any remaining uncertainty by signaling that the central bank is preparing to shift its monetary policy, effectively paving the way for imminent...
Via
Benzinga
Topics
Economy
Stocks
US Stocks Fall As Dollar, Treasury Yields Rise Ahead Of Fed's Jackson Hole; Oil Rebounds: What's Driving Markets Thursday?
↗
August 22, 2024
Wall Street faced a downturn on Thursday as traders exercised caution ahead of Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole Symposium on Friday.
Via
Benzinga
Topics
Economy
What's Going On With Chevron Shares Thursday?
↗
August 22, 2024
Chevron Corp shares rise after receiving GHG assessment permit in Australia. Plans to transfer 5% stake to GSC of Korea and invest $1B in India
Via
Benzinga
SPDR ETF Report For Wednesday, Aug 21
↗
August 22, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, August 21.
Via
Talk Markets
Topics
ETFs
Stocks Trim Gains On Slower Jobs Growth, Dollar Falls Ahead Of Fed Minutes; Target Rallies, Macy's Tumbles: What's Driving Markets Wednesday?
↗
August 21, 2024
Wall Street trimmed early session gains on Wednesday after official government data downwardly revised nonfarm payrolls by 818,000 from previous estimates between April 2023 and March 2024.
Via
Benzinga
Topics
Economy
SPDR ETF Report For Tuesday, Aug 20
↗
August 21, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, August 20.
Via
Talk Markets
Topics
ETFs
S&P 500, Nasdaq 100 Snap 8-Day Winning Streak: What Triggered Wall Street's Setback On Tuesday?
↗
August 20, 2024
S&P 500 ended Tuesday's session with slight declines, halting its best winning streak since May 2024. Here's the latest.
Via
Benzinga
Topics
Stocks
Wall Street Eases, Bonds Rises, US Dollar Falls To 8-Month Low: What's Driving Markets Tuesday?
↗
August 20, 2024
It’s a relatively uneventful session on Wall Street, but with a slightly worsening risk sentiment as all U.S. equity indices traded in the red at around midday trading in New York.
Via
Benzinga
Arbitration To Uncover Hidden Value Of Hess' Guyana Oil Assets In Exxon Mobil vs. Chevron Dispute: Report
↗
August 20, 2024
Arbitration panel reportedly examines hidden value of Hess oil assets in Guyana in Exxon's dispute with Chevron.
Via
Benzinga
SPDR ETF Report For Monday, Aug 19
↗
August 20, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, Aug 19.
Via
Talk Markets
Topics
ETFs
S&P 500, Nasdaq 100 Target Eighth Straight Gain As Dollar Nears 2024 Lows; Small Caps, Emerging Markets Rebound: What's Driving Markets Monday?
↗
August 19, 2024
Wall Street kicked off the week leading up to the Federal Reserve’s Jackson Hole Symposium with a positive momentum as traders anticipate reassuring signals from policymakers about the impending start...
Via
Benzinga
Topics
Stocks
Chubb, BlackRock And More On CNBC's 'Final Trades'
↗
August 16, 2024
Chubb reported quarterly earnings of $5.38 per share which beat the analyst consensus estimate of $5.15.
Via
Benzinga
Chevron To Pay Richmond $550M Over 10 Years, Avoids New Refinery Tax
↗
August 15, 2024
Chevron premarket trading higher after settling with city council for $550 million over 10 years. Also, disclosed oil production from deepwater Gulf of Mexico.
Via
Benzinga
Wall Street Battles For Fifth Day Of Gains As Inflation Cools, Gives Green Light To Rate Cuts; Financials Outperform: What's Driving Markets Wednesday?
↗
August 14, 2024
The July consumer inflation report released Wednesday confirmed a continued cooling trend in price increases across the economy, with the headline Consumer Price Index (CPI) coming in at 2.9%...
Via
Benzinga
Topics
Economy
Tech Stocks Soar, Treasury Yields Fall On Cool Inflation Data; Starbucks Rockets, Chipotle Plummets: What's Driving Markets Tuesday?
↗
August 13, 2024
A wave of bullish sentiment swept through Wall Street on Tuesday after lower-than-expected producer inflation data solidified expectations for Federal Reserve rate cuts, prompting speculators to...
Via
Benzinga
Topics
Economy
Exxon Mobil Reduces Staff After Pioneer Merger: Report
↗
August 13, 2024
Exxon Mobil reportedly issued layoff notices to 59 employees following Pioneer Natural Resources acquisition.
Via
Benzinga
Topics
Workforce
Tesla's Elon Musk Warns Against Vilifying Oil And Gas Industry In Trump Interview, Cautions Against Rushing With Sustainable Energy Transition: 'It's Not Like The House Is On Fire Immediately'
↗
August 13, 2024
Musk and Trump apparently are seeing eye to eye in at least with one thing - oil and gas industry is not going into extinction any time soon.
Via
Benzinga
Topics
Government
Chevron Makes Deepwater Breakthrough with High-Pressure Anchor Project
↗
August 12, 2024
Chevron starts production at Anchor project in deepwater Gulf of Mexico, featuring high-pressure technology and all-electric facility with estimated 440 million barrels of recoverable oil.
Via
Benzinga
Oil Prices Eye Fourth Straight Day Of Gains As Geopolitical Risks Overshadow OPEC's Cooler Demand Forecast
↗
August 12, 2024
Oil prices rise despite OPEC cutting demand forecast; supply risks drive surge. USO surpasses $77 per barrel, XLE up 0.5%
Via
Benzinga
Why Wall Street Analysts Raised Price Targets for Suncor Stock
August 11, 2024
Suncor stock just received a wave of analyst boosts in its ratings, all behind the bullish view Buffett has just taken on the energy sector
Via
MarketBeat
SPDR ETF Report For Friday, Aug 9
↗
August 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Friday, August 9.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Thursday, Aug 8
↗
August 09, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Thursday, August 8.
Via
Talk Markets
Topics
ETFs
SPDR ETF Report For Wednesday, Aug 7
↗
August 08, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Wednesday, August 7.
Via
Talk Markets
Topics
ETFs
Wall Street Rallies As Economic Concerns Recede, Tech Flexes Its Muscles, Semiconductors Soar: What's Driving Markets Thursday?
↗
August 08, 2024
Investor risk sentiment is showing greater conviction on Thursday, with all indices and major stock sectors in the green, after Wall Street failed to hold onto opening gains and closed in the red the...
Via
Benzinga
SPDR ETF Report For Tuesday, Aug 6
↗
August 07, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Tuesday, August 6.
Via
Talk Markets
Topics
ETFs
Wall Street Poised For Second Day Of Gains While Bank Of Japan Makes Reassurances; Dollar Strengthens Against Yen, Crude Prices Surge: What's Driving Markets Wednesday?
↗
August 07, 2024
The U.S.
Via
Benzinga
Market Shock: How Sectors Have Shaped Up During Historic Sell-Off
August 06, 2024
U.S. stocks and several market-leading sectors gapped down sharply on Monday, driven by extreme sell-offs in the Nikkei 225 and the unwinding of carry trades.
Via
MarketBeat
Topics
Bonds
Economy
Stocks
SPDR ETF Report For Monday, Aug 5
↗
August 06, 2024
In this video, Ira Epstein reviews the day's trading in various SPDR-ETF markets for the trading day that ended, Monday, August 5.
Via
Talk Markets
Topics
ETFs
Energy ETFs In Focus As Exxon Beats, Chevron Disappoints
↗
August 05, 2024
Via
Talk Markets
Topics
ETFs
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