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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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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
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Investing During Uncertain Times
Read FULL Seminar Here
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Halper Sadeh LLC Encourages Rivian Automotive, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
RIVN
Halper Sadeh LLC Encourages Shoals Technologies Group Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Tickers
SHLS
Halper Sadeh LLC Encourages Dick’s Sporting Goods, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Business Wire
Tickers
DKS
Halper Sadeh LLC Encourages agilon health, inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Business Wire
Tickers
AGL
Halper Sadeh LLC Encourages Cummins Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Via
Business Wire
Tickers
CMI
Halper Sadeh LLC Encourages Globe Life Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Via
Business Wire
Tickers
GL
ADVM Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Adverum Biotechnologies, Inc. Is Fair to Shareholders
October 27, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
ADVM
NIC Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Nicolet Bankshares, Inc. Is Fair to Shareholders
October 27, 2025
From
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Tickers
NIC
MOFG Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of MidWestOne Financial Group, Inc. Is Fair to Shareholders
October 27, 2025
From
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Tickers
MOFG
TCBX Stock Alert: Halper Sadeh LLC is Investigating Whether the Merger of Third Coast Bancshares, Inc. is Fair to Shareholders
October 27, 2025
From
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TCBX
CADE Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Cadence Bank is Fair to Shareholders
October 27, 2025
From
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CADE
PLYM Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Plymouth Industrial REIT, Inc. Is Fair to Shareholders
October 27, 2025
From
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PLYM
HBAN Stock Alert: Halper Sadeh LLC is Investigating Whether the Merger of Huntington Bancshares Incorporated is Fair to Shareholders
October 27, 2025
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HBAN
Halper Sadeh LLC Encourages Microvast Holdings, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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MVST
SOHO Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Sotherly Hotels Inc. is Fair to Shareholders
October 27, 2025
From
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SOHO
WTRG Stock Alert: Halper Sadeh LLC is Investigating Whether the Sale of Essential Utilities, Inc. is Fair to Shareholders
October 27, 2025
From
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WTRG
AWK Stock Alert: Halper Sadeh LLC is Investigating Whether the Merger of American Water Works Company, Inc. is Fair to Shareholders
October 27, 2025
From
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Tickers
AWK
Halper Sadeh LLC Encourages The Beauty Health Company Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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SKIN
Halper Sadeh LLC Encourages Lucid Group, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Tickers
LCID
Halper Sadeh LLC Encourages Brainstorm Cell Therapeutics Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Via
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BCLI
Halper Sadeh LLC Encourages AdaptHealth Corp. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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AHCO
Halper Sadeh LLC Encourages Natera Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 27, 2025
From
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Tickers
NTRA
RNA STOCK ALERT: HALPER SADEH LLC IS INVESTIGATING WHETHER THE SALE OF AVIDITY BIOSCIENCES, INC. IS FAIR TO SHAREHOLDERS
October 26, 2025
From
Halper Sadeh LLC
Via
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Tickers
RNA
Halper Sadeh LLC Encourages ADVM, MOFG, HSII Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
GlobeNewswire
Tickers
ADVM
HSII
MOFG
Halper Sadeh LLC Encourages Hawaiian Electric Industries, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
Business Wire
Tickers
HE
Halper Sadeh LLC Encourages Equinix, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
Business Wire
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EQIX
Halper Sadeh LLC Encourages Danaher Corporation Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
Business Wire
Tickers
DHR
Halper Sadeh LLC Encourages Upstart, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
Business Wire
Tickers
UPST
Halper Sadeh LLC Encourages BioXcel Therapeutics, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
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Via
Business Wire
Tickers
BTAI
Halper Sadeh LLC Encourages Axsome Therapeutics, Inc. Shareholders to Contact the Firm to Discuss Their Rights
October 24, 2025
From
Halper Sadeh LLC
Via
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Tickers
AXSM
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