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Brochure Supplement Jonathan Ezra
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Fixed Income Portfolio (FIP)
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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
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
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Corporate Cash Management
Fees & Compensation
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Financial Planning
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Client's Responsibilities
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
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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
INDEX FUNDS
Total Asset Fund (TAF)
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Additional Information
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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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SPDR S&P 500 ETF Trust
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Updated: 8:00 PM EST, Jan 9, 2026
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The Great Rebalancing: How 'Magnificent Seven' Concentration Risk Sparked a Mid-Cap Renaissance in 2025
December 23, 2025
As the final trading days of 2025 wind down, the global financial landscape is witnessing a structural shift that many analysts are calling the "Great Rebalancing." For much of the last three years,...
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Trump Says Anyone Who Disagrees With Him ‘Will Never Be The Fed Chairman’ As Rate Fears Kill Rallies
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December 23, 2025
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Wall Street’s Yuletide Rally: S&P 500 Eyes Record Heights as Tech Giants Lead the Charge
December 23, 2025
As the final trading days of 2025 approach, the U.S. stock market is unwrapping a late-season gift for investors. The S&P 500 (NYSE:SPY) is currently hovering at 6,886.74, sitting a mere 0.3% below its...
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Novo Nordisk, Trinity Biotech, Starfighters Space, VisionWave, ServiceNow: Stocks Making The Biggest Moves Today
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December 23, 2025
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From Jeff Bezos To Jensen Huang, Corporate America’s Top Execs Cashed In On A Rebound Year — But Buybacks Stole The Show
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December 22, 2025
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Kevin Hassett Warns US Is Falling Behind The Curve On Rate Cuts: Report
↗
December 23, 2025
The National Economic Council Director said the third-quarter GDP data signals that President Donald Trump’s trade agenda is working and that the AI productivity boom is reflected in the data.
Via
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Ryan Detrick Says Santa Rally Likely This Time After Not Showing Up For Past Two Years
↗
December 23, 2025
Carson Group’s Ryan Detrick also dismissed concerns of a bear market amid a decline in volatility this month.
Via
Stocktwits
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Hertz Is Back From The Brink: Ackman’s Backing, Balance-Sheet Repair And An Autonomy Wild Card Force Traders To Watch Closely
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December 23, 2025
The car rental company could have a major play in robotaxis in the future, a new analysis predicts.
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US GDP Grows At 4.3% In Q3, Economy Expands At A Faster Clip Than Wall Street Estimates
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December 23, 2025
Compared to Q2, the acceleration in real GDP in the third quarter reflected a smaller decrease in investment, an acceleration in consumer spending, and an upturn in exports and government spending, the...
Via
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Economy
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Nike, Oracle, CoreWeave, Intuitive Machines, Rivian Automotive: Stocks Making The Biggest Moves Today
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December 19, 2025
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Fed's Williams Sees No Urgency To Cut Rates Again, Says November CPI Was 'Distorted' Downward Due To Technical Factors: Report
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December 19, 2025
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El Erian Sees A New ‘Unsettling’ Economic Risk Emerging In 2026 – And It’s Not Inflation Or Affordability
↗
December 19, 2025
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Wharton's Jeremy Siegel Says 2026 Has The Ingredients To Be A Good Year For Risk Assets – If Washington Avoids These Two Challenges
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December 23, 2025
The economist stated that a cooling of inflation gives the Federal Reserve more room to lower the policy rate further.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Stocks
Breadth Rebounds, But Leadership Still Uneven
↗
December 23, 2025
Monday’s session brought a clear improvement in short-term breadth, with advancers firmly in control and the weekly breadth picture flipping back toward neutral/positive. Participation above key moving...
Via
Chartmill
China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal
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December 23, 2025
China’s AI industry is already expanding and appears set for continued rapid growth.
Via
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Topics
Artificial Intelligence
Nasdaq, S&P 500 Futures Tread Caution Ahead Of GDP, Confidence Data: Why NVO, ZIM, SIDU Are On Traders' Radar Today
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December 23, 2025
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SPY vs. IVV: Built to Trade or Built to Hold
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December 22, 2025
SPY and IVV track the same index, but differences in liquidity and cost make one better for trading and the other better for long holding periods
Via
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The Biotech Renaissance: Innovation and M&A Frenzy Spark a Historic Year-End Rally
December 22, 2025
As the curtains draw on 2025, the biotechnology sector has emerged as the undisputed champion of the equity markets, staging a dramatic year-end rally that has caught even the most optimistic analysts...
Via
MarketMinute
Topics
ETFs
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Intellectual Property
Santa Claus Rally 2025: S&P 500 Defies Volatility to Close Near Record Highs on Institutional Resilience
December 22, 2025
As the sun sets on a tumultuous yet transformative 2025, the financial markets are entering their final trading sessions with a sense of quiet confidence. As of December 22, 2025, the S&P 500 (NYSE:...
Via
MarketMinute
Topics
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Fed's Miran Warns Of Recession Risks If Rates Are Not Cut: Report
↗
December 22, 2025
Miran stated that while he does not see a recession right now, the neutral rate of interest has been brought down because of a “variety of shocks” to the U.S. economy.
Via
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Topics
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Disney Is Betting Big On ‘Avatar: Fire and Ash’ — But History Shows Blockbuster Openings Don’t Guarantee A Stock Pop
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December 22, 2025
A softer-than-expected response for the opening weekend of “Avatar: Fire and Ash” comes at a rather challenging time for Disney.
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Why Is Silver Beating Gold In A Year of Economic And Geopolitical Uncertainty?
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December 22, 2025
Gold’s rally appears structurally supported, with JPMorgan projecting further upside on sustained central-bank and ETF demand, while silver’s outlook remains more cyclical, potentially moderating if...
Via
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Topics
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ETFs
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Nasdaq, S&P 500 Futures Edge Higher Ahead Of Christmas-Shortened Week: Why NVDA, RKLB, CWAN Are On Traders' Radar Today
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December 22, 2025
Precious metals stole the spotlight, with gold and silver hitting fresh records overnight.
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Topics
ETFs
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Market Breadth Update - Repair Crew Still on the Job, But Resistance Overhead
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December 22, 2025
Friday brought another constructive “repair” day after Thursday’s bounce: advancers stayed in control, 4% winners expanded, and new highs continued to outpace new lows. Still, the bigger picture...
Via
Chartmill
Does QQQ's Tech-Focused Growth Outweigh SPY's S&P 500 Stability? What Investors Need to Know
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December 21, 2025
Trade-offs in cost, yield, and portfolio allocation differentiate these two popular ETFs.
Via
The Motley Fool
Topics
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This ETF Trounced the S&P 500 in 2025. Here's Why It Could Do It Again Next Year
↗
December 20, 2025
The semiconductor sector continues to be a big winner.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Stocks
Bulls Eyeing the Chimney: Can the 2025 'Santa Claus Rally' Deliver a Year-End Finale?
December 19, 2025
As the trading calendar winds down to its final pages, investors on Wall Street are positioning themselves for what has historically been one of the most reliable seasonal patterns in finance: the...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Government
Inflation Thaw: Cooling CPI Sparks Massive Year-End Rally as Markets Price in 2026 Rate Cuts
December 19, 2025
Wall Street received an early holiday gift this week as the U.S. Bureau of Labor Statistics released a Consumer Price Index (CPI) report that significantly undercut analyst expectations, signaling a...
Via
MarketMinute
Topics
Artificial Intelligence
Bonds
Earnings
Travel Is So Back! Marriott, Hilton Stocks Check Back In With Year-End Surge — But Caution Abounds
↗
December 19, 2025
Although revenue growth has cooled, both Hilton and Marriott have continued to beat revenue and profit estimates in recent quarters while rolling out ambitious expansion plans.
Via
Stocktwits
Topics
Economy
Waller Reportedly Had A ‘Strong Interview’ For Fed Chair Job With Trump On The Same Day He Said There’s Room For Up To 100 Bps Rate Cuts
↗
December 19, 2025
Conducted at President Trump’s residence, Waller’s interview was concluded before the President’s address to the nation on Wednesday night.
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Government
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