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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
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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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
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
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
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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Event Schedule
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Event Schedule
Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Value ETF
(NY:
VTV
)
192.81
+1.82 (+0.95%)
Official Closing Price
Updated: 8:00 PM EST, Jan 2, 2026
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Better ETF for Beginners: ITOT's Broad Market Exposure vs. VTV's Low-Risk Stability
↗
January 03, 2026
Explore how differences in sector exposure and dividend focus shape the risk and income profiles of these two popular ETFs.
Via
The Motley Fool
Topics
ETFs
VTI vs. VTV: How Total Market Exposure Compares to Large-Cap Value Stocks
↗
December 31, 2025
Explore how differences in sector focus, risk, and yield between these Vanguard ETFs can shape your portfolio strategy.
Via
The Motley Fool
Topics
ETFs
The Great Rebalancing: As Consumer Confidence Falters, Investors Retreat to the Safety of Large-Cap Value
December 31, 2025
As the curtain closes on 2025, the exuberant "risk-on" sentiment that defined the early years of the artificial intelligence boom has been replaced by a somber, calculated retreat. On this final day of...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
This Underrated Value ETF Could Turn Long-Term Investors Into Millionaires
↗
December 22, 2025
This ETF can help limit risk while building significant wealth over time.
Via
The Motley Fool
Topics
ETFs
VTV vs. SPTM: Should Investors choose Vanguard's Value ETF or the S&P 1500's Stability?
↗
December 20, 2025
Yield, sector focus, and risk profiles set these ETFs apart—see how their different strategies may align with your investment goals.
Via
The Motley Fool
Topics
ETFs
Stocks
3 Ultra-Safe Vanguard ETFs to Buy, Even if There's a Stock Market Sell-Off in 2026
↗
December 17, 2025
Diversified ETFs can make it easier to buy and hold stocks through periods of volatility.
Via
The Motley Fool
Topics
ETFs
The Smartest ETF to Buy With $500 Today Is the Vanguard Value ETF (VTV) -- No Matter Where the Market Goes Next
↗
December 14, 2025
This ETF offers a nice balance of growth and dividend income.
Via
The Motley Fool
Topics
ETFs
Economy
Beyond Big Tech: Small-Cap Stocks and Value Sectors Emerge as Market Leaders
December 12, 2025
As the year 2025 draws to a close, a significant shift is underway in the financial markets, challenging the long-standing dominance of mega-cap technology stocks. Investors, increasingly seeking...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Value Stocks Stage a Comeback Bid Amidst Persistent Growth Dominance
December 11, 2025
The financial markets in late 2025 present a complex narrative, a tug-of-war between the long-reigning titans of growth and a resurgent, yet often overshadowed, cohort of value stocks. While the...
Via
MarketMinute
Topics
Artificial Intelligence
ETFs
Economy
Vanguard Growth ETF vs. Vanguard Value ETF: Which ETF Will Outperform in 2026?
↗
December 09, 2025
The growth-versus-value debate is heating up, heading into 2026.
Via
The Motley Fool
Topics
ETFs
If I Could Only Buy 1 Vanguard ETF Right Now, This Would Be It
↗
November 28, 2025
Discover why this low-cost fund offers the perfect antidote to market uncertainty.
Via
The Motley Fool
Topics
ETFs
Economy
2 Vanguard ETFs to Buy Hand Over Fist and 1 to Avoid
↗
November 12, 2025
Low-cost ETFs are excellent ways to build a diversified stock portfolio without incurring high fees.
Via
The Motley Fool
Topics
ETFs
My Top Vanguard Index ETF Pick for 2026
↗
November 06, 2025
This ETF has underperformed the S&P 500 lately, but I think that will change.
Via
The Motley Fool
Topics
ETFs
Economy
Stocks
Vanguard Growth ETF vs. Vanguard Value ETF: Which ETF Will Outperform in 2026?
↗
November 05, 2025
Growth stocks have outperformed in recent years, but will that continue?
Via
The Motley Fool
Topics
ETFs
VTV Offers Higher Yield While SPTM Delivers Broader Growth
↗
November 01, 2025
VTV Offers Higher Yield While SPTM Delivers Broader Growth
Via
The Motley Fool
Topics
ETFs
VTI Offers Broader Market Exposure Than VTV
↗
October 28, 2025
VTI Offers Broader Market Exposure Than VTV
Via
The Motley Fool
Topics
ETFs
UnitedHealth Stock In Spotlight Ahead Of Earnings: Retail Traders Bet On Recovery After ‘Kitchen-Sink’ Q2
↗
October 28, 2025
While the consensus EPS estimate suggests a decline from a year ago, revenue is expected to rise by more than 12% year over year.
Via
Stocktwits
Topics
Earnings
Lawsuit
Warwick Loads Up On the Vanguard Total Corporate Bond ETF (VTC) With 86,000 Shares in Q3 Buy
↗
October 26, 2025
Warwick Loads Up On the Vanguard Total Corporate Bond ETF (VTC) With 86,000 Shares in Q3 Buy
Via
The Motley Fool
Topics
Bonds
ETFs
Regulatory Compliance
3 Unstoppable Growth ETFs That Could Turn $10,000 Into More Than $12 million With Practically Zero Effort
↗
October 21, 2025
Turning an initial $10,000 investment into $12 million is actually easier than it sounds.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Economy
The Smartest Index ETF to Buy With $1,000 Right Now
↗
October 19, 2025
You can make a strong argument that buying the S&P 500 index is a good choice today, but maybe you should consider some value stocks, too.
Via
The Motley Fool
Topics
ETFs
Stocks
Stephens Consulting Fully Exits 18K QQQM Shares Worth $4.2 Million
↗
October 16, 2025
Via
The Motley Fool
Topics
ETFs
Regulatory Compliance
Why the Schwab U.S. Dividend Equity ETF Could Be a Top Choice for Dividend Investors in 2025
↗
September 28, 2025
Instead of choosing just one or two stocks, buy a bunch of quality dividend-payers with a single ETF.
Via
The Motley Fool
Topics
ETFs
Stocks
Is Vanguard Value Index the Right ETF for Today's Market Environment?
↗
September 18, 2025
High valuations could be a cause for concern among investors.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
Is Vanguard Value ETF Poised for Gains in 2025?
↗
September 18, 2025
Vanguard Value ETF is heading for an up year in 2025, but the real reason to buy it is that it isn't up as much as its growth counterpart or the S&P 500.
Via
The Motley Fool
Topics
ETFs
Stocks
The Smartest Value ETF to Buy With $500 Right Now
↗
September 17, 2025
The market is so focused on growth that it might be time to shift some cash into value, since the pendulum will eventually reverse its course.
Via
The Motley Fool
Topics
ETFs
Thinking of Buying the Vanguard S&P 500 ETF? 3 Other ETFs Vanguard's Experts Think Could Be Even Better
↗
September 17, 2025
Long-term investors looking for ETFs with good risk-reward ratios have better options than the S&P 500.
Via
The Motley Fool
Topics
Bonds
ETFs
Stocks
Billions Exit SPY, Yet The S&P 500 Party Goes On: What's Happening?
↗
September 09, 2025
SPY saw $2B in outflows as VOO and IVV gained. But faith in the S&P 500 is not fading, teaching us an important lesson in investor behavior.
Via
Benzinga
Topics
Stocks
Is VTV a Smart Buy for Long-Term Investors?
↗
September 08, 2025
For many investors, this is a solid choice. But there are caveats.
Via
The Motley Fool
Topics
ETFs
Stocks
The Value-Focused Vanguard Fund That's a No-Brainer to Build Your Portfolio Around
↗
September 06, 2025
Investing in value stocks can be a good way for investors to strike a balance between growth, dividends, and long-term stability.
Via
The Motley Fool
Topics
ETFs
Is Vanguard Value Index the Right ETF for Today's Market Environment?
↗
August 31, 2025
The stock market is near all-time highs and valuations look stretched -- it might be time to start adding a little more value to your portfolio.
Via
The Motley Fool
Topics
ETFs
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