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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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SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates STAA, YMAB, BASE, CORZ on Behalf of Shareholders
August 05, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
BASE
CORZ
STAA
YMAB
YMAB Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Y-mAbs Therapeutics, Inc. Is Fair to Shareholders
August 05, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
YMAB
STAA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of STAAR Surgical Company Is Fair to Shareholders
August 05, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
STAA
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates SPTN, BASE, RKDA on Behalf of Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
BASE
RKDA
SPTN
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates PHLT, SNV, DALN on Behalf of Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
DALN
PHLT
SNV
HLVX Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of HilleVax, Inc. Is Fair to Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
HLVX
HNI Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of HNI Corporation Is Fair to Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
HNI
SCS Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Steelcase Inc. Is Fair to Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
SCS
LVTX Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Lava Therapeutics N.V. Is Fair to Shareholders
August 04, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
LVTX
PHLT Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Performant Healthcare, Inc. Is Fair to Shareholders
August 01, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
PHLT
DYNX Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Dynamix Corporation Is Fair to Shareholders
July 31, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
DYNX
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates CYBR, GTLS, CCRD on Behalf of Shareholders
July 31, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
CCRD
CYBR
GTLS
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ITOS, VBTX, TTNP on Behalf of Shareholders July 31, 2025
July 31, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
ITOS
TTNP
VBTX
CCRD Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of CoreCard Corporation Is Fair to Shareholders
July 31, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
CCRD
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates SNV, BASE, DALN on Behalf of Shareholders
July 30, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
BASE
DALN
SNV
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ITOS, ZIMV, SPTN on Behalf of Shareholders
July 30, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
ITOS
SPTN
ZIMV
CYBR Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of CyberArk Software Ltd. Is Fair to Shareholders
July 30, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
CYBR
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates FL, ENZB, HSON on Behalf of Shareholders
July 29, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
ENZB
FL
HSON
DRRX Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of DURECT Corporation Is Fair to Shareholders
July 29, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
DRRX
UNP Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Union Pacific Corporation Is Fair to Shareholders
July 29, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
UNP
NSC Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of Norfolk Southern Corporation Is Fair to Shareholders
July 29, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
NSC
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates CARM, ENZB, HSON, TTNP on Behalf of Shareholders
July 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
CARM
ENZB
HSON
TTNP
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates MRC, DNOW, AVDX on Behalf of Shareholders
July 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
AVDX
DNOW
MRC
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates CRGX, WAT, CORZ on Behalf of Shareholders
July 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
CORZ
CRGX
WAT
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates KLG, OLO, VBTX on Behalf of Shareholders
July 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
KLG
OLO
VBTX
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates ITOS, CIO, SNV on Behalf of Shareholders
July 26, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Tickers
CIO
ITOS
SNV
SNV Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Synovus Financial Corp. Is Fair to Shareholders
July 25, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
SNV
PNFP Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Pinnacle Financial Partners Is Fair to Shareholders
July 25, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
PNFP
CBAN Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Colony Bankcorp, Inc. Is Fair to Shareholders
July 24, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
CBAN
CIO Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of City Office REIT, Inc. Is Fair to Shareholders
July 24, 2025
From
Halper Sadeh LLC
Via
Business Wire
Tickers
CIO
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