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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)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
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Total Asset Market (TAM)
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Back Dated Performance Reports
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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
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Fees & Compensation
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Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
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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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Housing Beat: Mortgage Rates Dip, Home Sales Flatten, Reverse Mortgages Get New Cred
↗
May 19, 2022
The latest news from the housing industry finds mortgage rates dipping slightly while home sales decelerate and reverse mortgages gain greater attention.
Via
Benzinga
Housing Beat: Mortgage Rates Keep Climbing As Inventory Levels Slowly Expand
↗
May 12, 2022
More homebuyers were taking out mortgages despite climbing rates while the tight housing inventory is showing signs of improving. Nonetheless, many homebuyers are not optimistic about the housing...
Via
Benzinga
Housing Beat: 30-Year Mortgage At 13-Year High; Major Lenders In LinkedIn Spat
↗
May 05, 2022
The housing and mortgage world witnessed rising rates, an upswing in application levels, and public feud between two major lenders.
Via
Benzinga
Housing Beat: Mortgage Rates Stay Elevated, Profit Margins On Home Sales Down
↗
April 28, 2022
Mortgage rates remained on the high side this week while pending home sales continued to decline and mortgage delinquency rates also recorded downward motion. On The Mortgage...
Via
Benzinga
Housing Beat: Mortgage Rates Break The 5% Level; Buyers Settle On Smaller Homes
↗
April 21, 2022
The latest U.S. housing and mortgage data points to rates continuing their dizzying rise, fewer homes being sold and prospective buyers agreeing to purchase smaller properties. Up...
Via
Benzinga
Housing Beat: Mortgage Rates Hit 5% Level While Property Taxes Inch Higher
↗
April 14, 2022
The week in housing was one of great challenges, with mortgage rates cracking the 5% level while homeowners faced an uptick in property taxes and state attorneys general demanded that mortgage...
Via
Benzinga
Volume Springs Back Into The OTC Markets In March – Take A Look At Some Of The Top Movers
↗
April 14, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice. Trading volume appears to be moving back to OTC Markets...
Via
Benzinga
Housing Beat: Mortgage Rates Keep Climbing; Disney's Affordable Housing Project
↗
April 07, 2022
Mortgage rates are continuing their upward motion while potential homebuyers and sellers face a shifting housing market and the affordable housing sector welcomes a well...
Via
Benzinga
The Crisis In Housing, Part 4: Waiting For A Crypto Future
↗
March 31, 2022
Compared to other sectors of the wider economy, the housing and mortgage industries have traditionally been slower to embrace cutting-edge technologies and digital solutions. A myriad of reasons...
Via
Benzinga
Housing Beat: Records Broken For Single-Family And Condo Prices; The 'R' Word Gets Raised
↗
March 31, 2022
The latest data news from the housing market included new records being achieved in single-family home and condominium sales, the 30-year fixed-rate mortgage crashing through the...
Via
Benzinga
Bill Ackman Is The Latest High-Profile Short Seller To Abandon Bearish Bets
↗
March 30, 2022
On Tuesday, hedge fund investor and Pershing Square Holdings Ltd (OTC: PSHZF) CEO Bill Ackman told investors he will no longer be participating in activist short selling campaigns...
Via
Benzinga
The Crisis In Housing, Part 1: A Lopsided Market
↗
March 28, 2022
The Japanese novelist Kobo Abe once wrote, “There is always order in the distant view. No matter how strange the happening, it can never project from the frame, from the order which this distant view...
Via
Benzinga
Housing Beat: Mortgage Rates Soar, Mortgage Applications Sink
↗
March 24, 2022
This week's housing and mortgage industry data is something of a seesaw ride, with mortgage rates, millennial homebuying and the mortgage delinquency rate rising while...
Via
Benzinga
Housing Beat: Mortgage Rates Break 4% Barrier; New Peak For Median Home Sales Price; Vacation Homes Lose Appeal
↗
March 17, 2022
Mortgage rates cracked the 4% threshold for the first time since May 2019, while a new survey recorded another record high for median sales prices on U.S. residential properties....
Via
Benzinga
Housing Beat: Why Are Foreclosure Filings Up 129% From Last Year?
↗
March 10, 2022
The latest data from the housing market shows a new spike in foreclosure filings, a new wave of lender uneasiness, a new record in luxury homes and a new uptick in mortgage rates...
Via
Benzinga
The Housing Beat: Mortgage Rates Down, Home Prices Up, Lending Declines, More Homeowners Stay Put
↗
March 03, 2022
The latest housing market data took on the look of an oscilloscope as with mortgage rates tumbled, home prices soared, mortgage lending declined and home occupancy spans...
Via
Benzinga
Housing Market Seesaw: Mortgage Rates Soar While Housing Starts Drop
↗
February 17, 2022
Mortgage rates have spiked as a result of rising inflation and stronger than expected consumer spending, according to new data released by Freddie Mac (OTCQB: FMCC). While...
Via
Benzinga
These OTC Securities Reported The Most Trading Volume In January – With Possible Sustained Interest In International Operators
↗
February 14, 2022
Photo from Jason Briscoe on Unsplash This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be investing advice.
Via
Benzinga
Foreclosure Levels And Mortgage Rates At Pandemic-Era Peaks
↗
February 10, 2022
The U.S. housing market experienced the beginnings of a mortgage servicing sinkhole last month with 23,204 residential properties with foreclosure filings, a 29% increase from the...
Via
Benzinga
Freddie Mac Vs. Fannie Mae: Everything You Should Know
↗
February 05, 2022
Have you heard of Freddie Mac and Fannie Mae? No, they’re not someone’s grandparents. They’re two large financial institutions that were created by the U.S. government. If you’re in the housing market,...
Via
Talk Markets
Home Values Increase Faster In Family-Friendly Neighborhoods: Report
↗
February 03, 2022
Home values are accelerating at a greater speed in communities with the highest percentage of children younger than 18, according to a new data report from Zillow Group Inc (...
Via
Benzinga
US Housing Market Now Valued At $6.9 Trillion: Report
↗
January 28, 2022
The U.S. housing gained a record-breaking $6.9 trillion in value during 2021, according to new data report from Zillow Group Inc. (NASDAQ: Z) (NASDAQ: ZG). That is nearly...
Via
Benzinga
These OTC Securities Had the Most Trading Activity in December
↗
January 25, 2022
This post contains sponsored advertising content. This content is for informational purposes only and is not intended to be i...
Via
Benzinga
Existing Home Sales At 16-Year Peak: What You Need To Know
↗
January 20, 2022
Existing home sales totaled 6.12 million during 2021, up 8.5% from the previous year and the highest annual level since 2006, according to data from the National Association of...
Via
Benzinga
If You Invested $1,000 In New Residential Investment Stock One Year Ago, Here's How Much You'd Have Now
↗
December 23, 2021
Investors who have owned stocks in the past year have generally experienced some big gains. In fact, the SPDR S&P 500 ETF Trust (NYSE: SPY) total return over the last 12...
Via
Benzinga
These OTC Securities Had the Most Trading Activity in November
↗
December 16, 2021
Photo by Markus Winkler on Unsplash The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial...
Via
Benzinga
Fannie Mae And Freddie Mac Raise Limits For Government-Backed Mortgages
↗
November 30, 2021
Fannie Mae (OTC: FNMA) and Freddie Mac (OTC: FMCC) has responded to the rising median home price levels by increasing the conforming loan limits for mortgages that they...
Via
Benzinga
Why Shares of Fannie Mae and Freddie Mac Are Rising Today
↗
November 30, 2021
A recent letter sent by Donald Trump seems to have renewed some hope in Fannie and Freddie shareholders.
Via
The Motley Fool
Topics
Government
Stocks
It's Getting Easier to Buy an Expensive Home -- Which Could Drive Real Estate Prices Even Higher
↗
November 23, 2021
Conforming loan limits are expected to increase significantly in 2022, to as much as $1 million in expensive markets.
Via
The Motley Fool
LoanSnap's Bacon Protocol Mints First Seven NFT Mortgages
↗
November 18, 2021
Mortgage lender LoanSnap has announced the minting of its first seven residential mortgages as non-fungible tokens (NFTs) through ...
Via
Benzinga
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