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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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Investing During Uncertain Times
Read FULL Seminar Here
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TBPH Stock Alert: Halper Sadeh LLC is Investigating Whether Theravance Biopharma, Inc. is Obtaining a Fair Price for its Shareholders
August 15, 2026
From
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HHS Stock Alert: Halper Sadeh LLC is Investigating Whether Harte Hanks, Inc. is Obtaining a Fair Price for its Shareholders
August 14, 2026
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ARX Stock Alert: Halper Sadeh LLC is Investigating Whether Accelerant Holdings is Obtaining a Fair Price for its Shareholders
August 13, 2026
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Halper Sadeh LLC is Investigating Whether UTZ, BWMN, ITGR are Obtaining Fair Deals for their Shareholders
August 11, 2026
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Halper Sadeh LLC is Investigating Whether LNTH, BOW, SAFT are Obtaining Fair Deals for their Shareholders
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SUNS Stock Alert: Halper Sadeh LLC is Investigating Whether Sunrise Realty Trust, Inc. is Obtaining a Fair Price for its Shareholders
August 10, 2026
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SYBX Stock Alert: Halper Sadeh LLC is Investigating Whether Synlogic, Inc. is Obtaining a Fair Price for its Shareholders
August 10, 2026
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MITT Stock Alert: Halper Sadeh LLC is Investigating Whether TPG Mortgage Investment Trust, Inc. is Obtaining a Fair Price for its Shareholders
August 10, 2026
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BWMN Stock Alert: Halper Sadeh LLC is Investigating Whether Bowman Consulting Group Ltd. is Obtaining a Fair Price for its Shareholders
August 10, 2026
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CHMI Stock Alert: Halper Sadeh LLC is Investigating Whether Cherry Hill Mortgage Investment Corporation is Obtaining a Fair Price for its Shareholders
August 10, 2026
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VREX Stock Alert: Halper Sadeh LLC is Investigating Whether Varex Imaging Corporation is Obtaining a Fair Price for its Shareholders
August 10, 2026
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HZO Stock Alert: Halper Sadeh LLC is Investigating Whether MarineMax, Inc. is Obtaining a Fair Price for its Shareholders
August 10, 2026
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NATH Stock Alert: Halper Sadeh LLC is Investigating Whether Nathan’s Famous, Inc. is Obtaining a Fair Price for its Shareholders
August 09, 2026
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FBRX Stock Alert: Halper Sadeh LLC is Investigating Whether Forte Biosciences, Inc. is Obtaining a Fair Price for its Shareholders
August 08, 2026
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Halper Sadeh LLC is Investigating Whether BZH, ACA, SYNA, CRNX are Obtaining Fair Deals for their Shareholders
August 08, 2026
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Penske Automotive Group, Inc. (PAG) Investigation: Halper Sadeh LLC Investigates Whether the Proposed Buyout of Penske Automotive Group, Inc. for $210.00 Per Share Is Fair to Shareholders
August 07, 2026
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Halper Sadeh LLC is Investigating Whether UTZ, PSNL, DSGR are Obtaining Fair Deals for their Shareholders
August 07, 2026
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BZH Stock Alert: Halper Sadeh LLC is Investigating Whether Beazer Homes USA, Inc. is Obtaining a Fair Price for its Shareholders
August 07, 2026
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DV Stock Alert: Halper Sadeh LLC is Investigating Whether DoubleVerify Holdings, Inc. is Obtaining a Fair Price for its Shareholders
August 06, 2026
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Halper Sadeh LLC is Investigating Whether FBRX, LXFR, SMTI, MKTX are Obtaining Fair Deals for their Shareholders
August 05, 2026
From
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LXFR
MKTX
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Halper Sadeh LLC is Investigating Whether MKTX, SMTI, LNTH are Obtaining Fair Deals for their Shareholders
August 04, 2026
From
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LNTH
MKTX
SMTI
Halper Sadeh LLC is Investigating Whether DSGR, HUN, OLN are Obtaining Fair Deals for their Shareholders
August 04, 2026
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HUN
OLN
Halper Sadeh LLC is Investigating Whether LNTH, ATKR, INDV are Obtaining Fair Deals for their Shareholders
August 03, 2026
From
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INDV
LNTH
Halper Sadeh LLC is Investigating Whether SUPN, ITGR, BOW are Obtaining Fair Deals for their Shareholders
August 03, 2026
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ITGR
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BOW Stock Alert: Halper Sadeh LLC is Investigating Whether Bowhead Specialty Holdings Inc. is Obtaining a Fair Price for its Shareholders
August 03, 2026
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BOW
INDV Stock Alert: Halper Sadeh LLC is Investigating Whether Indivior Pharmaceuticals, Inc. is Obtaining a Fair Price for its Shareholders
August 03, 2026
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INDV
SUPN Stock Alert: Halper Sadeh LLC is Investigating Whether Supernus Pharmaceuticals, Inc. is Obtaining a Fair Price for its Shareholders
August 03, 2026
From
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SUPN
ATKR Stock Alert: Halper Sadeh LLC is Investigating Whether Atkore Inc. is Obtaining a Fair Price for its Shareholders
August 03, 2026
From
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ATKR
LNTH Stock Alert: Halper Sadeh LLC is Investigating Whether Lantheus Holdings, Inc. is Obtaining a Fair Price for its Shareholders
August 03, 2026
From
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LNTH
Halper Sadeh LLC is Investigating Whether MKTX, SMTI, CBZ, LXFR are Obtaining Fair Deals for their Shareholders
July 31, 2026
From
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LXFR
MKTX
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