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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
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
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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Sample Portfolio
Back Dated Performance Reports
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Back Dated Performance Reports
Quarterly 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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
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Back Dated Performance Reports
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Investing During Uncertain Times
Read FULL Seminar Here
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Halper Sadeh LLC Encourages HOLX, FFWM, MBCN, FMNB Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
FFWM
FMNB
HOLX
MBCN
Halper Sadeh LLC Encourages RYI, SNDA, BHF Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
BHF
RYI
SNDA
Halper Sadeh LLC Encourages SEE, EXAS, ZEUS Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
EXAS
SEE
ZEUS
Halper Sadeh LLC Encourages TBN, ALEX, CFLT, SEMR Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
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GlobeNewswire
Tickers
ALEX
CFLT
SEMR
TBN
Halper Sadeh LLC Encourages ISPO, UDMY, DBRG Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
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Via
GlobeNewswire
Tickers
DBRG
ISPO
UDMY
Halper Sadeh LLC Encourages FONR, OCFC, FFIC Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
FFIC
FONR
OCFC
Halper Sadeh LLC Encourages ONTF, VTYX, SNCY Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
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GlobeNewswire
Tickers
ONTF
SNCY
VTYX
Halper Sadeh LLC Encourages PEN, CVGW, AVO Shareholders to Contact the Firm to Discuss Their Rights
January 17, 2026
From
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AVO
CVGW
PEN
AVO Stock Alert: Halper Sadeh LLC is Investigating Whether the Merger of Mission Produce, Inc. is Fair to Shareholders
January 15, 2026
From
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AVO
CVGW Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Calavo Growers, Inc. is Fair to Shareholders
January 15, 2026
From
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CVGW
Halper Sadeh LLC Encourages BioXcel Therapeutics, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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BTAI
Halper Sadeh LLC Encourages Cummins Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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CMI
Halper Sadeh LLC Encourages DexCom, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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DXCM
Halper Sadeh LLC Encourages VTYX, PEN, CWAN Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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CWAN
PEN
VTYX
Halper Sadeh LLC Encourages Dentsply Sirona Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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XRAY
Halper Sadeh LLC Encourages Globe Life Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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GL
Halper Sadeh LLC Encourages General Motors Company Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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GM
Halper Sadeh LLC Encourages Five Below, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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FIVE
Halper Sadeh LLC Encourages Fidelity National Information Services, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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FIS
Halper Sadeh LLC Encourages GeneDx Holdings Corp. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
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WGS
Halper Sadeh LLC Encourages iRhythm Technologies, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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IRTC
Halper Sadeh LLC Encourages agilon health, inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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AGL
Halper Sadeh LLC Encourages GigaCloud Technology Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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GCT
Halper Sadeh LLC Encourages Dick’s Sporting Goods, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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DKS
Halper Sadeh LLC Encourages Wheeler Real Estate Investment Trust, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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WHLR
Halper Sadeh LLC Encourages Mercury Systems, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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MRCY
Halper Sadeh LLC Encourages WEBTOON Entertainment Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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WBTN
Halper Sadeh LLC Encourages The Boeing Company Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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BA
Halper Sadeh LLC Encourages Virtu Financial, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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VIRT
Halper Sadeh LLC Encourages Sun Communities, Inc. Shareholders to Contact the Firm to Discuss Their Rights
January 15, 2026
From
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Tickers
SUI
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