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home
about us
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Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
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Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
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Own Your Practice
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Fixed Income Portfolio (FIP)
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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
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
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Fees & Compensation
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Financial Planning
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Implementation
Legal Services
Termination
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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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HealthEquity, Inc. - Common Stock
(NQ:
HQY
)
105.40
-0.19 (-0.18%)
Streaming Delayed Price
Updated: 12:49 PM EDT, Aug 14, 2026
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All News about HealthEquity, Inc. - Common Stock
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HealthEquity (HQY) Q1 2027 Earnings Transcript
↗
May 28, 2026
HealthEquity (HQY) Q1 2027 Earnings Transcript
Via
The Motley Fool
Topics
Artificial Intelligence
Fraud
HealthEquity Q1 Earnings Call Highlights
↗
May 28, 2026
HealthEquity (NASDAQ:HQY) raised its fiscal 2027 outlook after reporting higher first-quarter profitability, record revenue in key categories and expanded margins, with management pointing to account...
Via
MarketBeat
Topics
Artificial Intelligence
Earnings
HealthEquity Analysts Cut Their Forecasts After Q4 Results
↗
March 18, 2026
HealthEquity Inc (NASDAQ: HQY) beat earnings expectations for Q4, with adjusted EPS of 95 cents. FY2027 guidance raised and analysts maintain ratings.
Via
Benzinga
HealthEquity (HQY) Q4 2026 Earnings Transcript
↗
March 17, 2026
HealthEquity (HQY) Q4 2026 Earnings Transcript
Via
The Motley Fool
Topics
Fraud
HealthEquity Inc (NASDAQ:HQY) Reports Record Earnings and Raises Outlook Despite Muted Market Reaction
↗
March 17, 2026
Via
Chartmill
HealthEquity Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
March 17, 2026
HealthEquity, Inc. (NASDAQ: HQY) to release Q4 earnings on 3/17. Analysts expect earnings of $0.90/share and revenue of $332.82M. Stock rose 1.1% on 3/16.
Via
Benzinga
Hedge Fund Boone Capital Initiated a Stake in HealthEquity. Is the Stock a Buy?
↗
March 15, 2026
HealthEquity delivers cloud-based healthcare savings solutions to employers and individuals, with a broad client network across the U.S.
Via
The Motley Fool
HealthEquity Inc (NASDAQ:HQY) Shows Strong Growth and Technical Setup for Potential Move
↗
March 07, 2026
Via
Chartmill
Nova Stock Up 80% in a Year, so What Should Investors Know About This $194 Million Sale?
↗
February 24, 2026
Nova Ltd. delivers metrology and process control solutions to semiconductor manufacturers worldwide, supporting advanced chip production.
Via
The Motley Fool
Topics
Regulatory Compliance
Supply Chain
HealthEquity Inc (NASDAQ:HQY) Emerges as a Prime GARP Investment Opportunity
↗
February 23, 2026
Via
Chartmill
HealthEquity Inc. (NASDAQ:HQY): A Prime GARP Candidate with Strong Growth and Reasonable Valuation
↗
January 30, 2026
Via
Chartmill
HealthEquity Inc (NASDAQ:HQY) Presents a Compelling Growth and Breakout Opportunity
↗
January 28, 2026
Via
Chartmill
How Do Investors Really Feel About HealthEquity Inc?
↗
September 30, 2025
Via
Benzinga
Trex Stock Down 36% as Wasatch Sells Off $63 Million in Shares
↗
February 24, 2026
Trex Company manufactures composite decking and outdoor living products for residential and commercial customers across the U.S.
Via
The Motley Fool
Topics
Regulatory Compliance
Valvoline Adds 200 Stores, Grows Sales 11%, but One Fund Still Sold Off $67 Million in Stock
↗
February 24, 2026
This automotive maintenance leader serves global markets with branded quick-lube centers and a broad portfolio of aftermarket products.
Via
The Motley Fool
Topics
Regulatory Compliance
Everus Stock Up 100% in a Year as One Fund Discloses New $185 Million Stake
↗
February 24, 2026
Everus Construction Group delivers utility and specialty equipment services to major clients across the Midwest and key metro markets.
Via
The Motley Fool
Topics
Regulatory Compliance
HealthEquity Inc (NASDAQ:HQY) Emerges as a Prime Affordable Growth Stock
↗
December 30, 2025
HealthEquity (HQY) exemplifies GARP investing with solid earnings growth, a reasonable valuation, and strong financial health.
Via
Chartmill
HealthEquity Inc (NASDAQ:HQY) Presents a Compelling Growth and Technical Setup
↗
December 22, 2025
HealthEquity (HQY) shows strong earnings growth, high profitability, and a solid balance sheet, now forming a technical setup near key support levels.
Via
Chartmill
This Fund Just Dumped Itron Stock, but Should Long-Term Investors Follow Suit?
↗
December 16, 2025
A sharp rally, a sudden reversal, record cash flow, and one institutional trim -- all raise a bigger question about where Itron fits in a long-term portfolio right now.
Via
The Motley Fool
Topics
Regulatory Compliance
Dycom Stock Up 95% in One Year as One Fund Trims Exposure After $1.5 Billion Quarter
↗
December 16, 2025
After a near-doubling in the stock, the real question is whether Dycom’s record backlog and margin expansion can justify staying all-in at these levels.
Via
The Motley Fool
Supernus Stock Is Up 31% This Past Year but Still 20% Below 2018 Highs as One Fund Scales Back
↗
December 15, 2025
The sale hints at profit-taking in a stock that’s executing operationally but facing tougher questions about durability and valuation.
Via
The Motley Fool
Topics
Regulatory Compliance
HealthEquity Inc (NASDAQ:HQY) Reports Q3 Earnings Beat Despite Revenue Miss
↗
December 03, 2025
HealthEquity (HQY) Q3 earnings beat EPS estimates with $1.01, driving stock up. Revenue of $322.2M slightly missed forecasts, but strong profit growth impressed investors.
Via
Chartmill
Topics
Earnings
What Does the Market Think About HealthEquity Inc?
↗
November 18, 2025
Via
Benzinga
HEALTHEQUITY INC (NASDAQ:HQY) Presents a Strong Growth and Breakout Profile
↗
November 18, 2025
HealthEquity (HQY) shows strong revenue & earnings growth, high profitability, and a solid balance sheet, now signaling a potential technical breakout.
Via
Chartmill
Taiwan Semiconductor, HealthEquity, Cboe Global Markets And More: CNBC's 'Final Trades'
↗
November 13, 2025
Stephen Weiss of Short Hills Capital Partners, named Taiwan Semiconductor Manufacturing Company as his final trade.
Via
Benzinga
How Do Investors Really Feel About HealthEquity Inc?
↗
October 27, 2025
Via
Benzinga
HEALTHEQUITY INC (NASDAQ:HQY) Presents a Compelling Growth and Breakout Opportunity
↗
October 22, 2025
HealthEquity (HQY) offers a strong growth profile with accelerating earnings and a positive technical breakout setup, blending fundamental and technical analysis.
Via
Chartmill
HEALTHEQUITY INC (NASDAQ:HQY) Shows Strong Growth and Technical Breakout Potential
↗
September 29, 2025
HealthEquity (HQY) shows strong revenue & earnings growth, robust profitability, and a technical setup hinting at a potential stock breakout.
Via
Chartmill
Market Monitor News September 4 BMO - Alphabet Soars, Nasdaq Roars: Legal Win Fuels Tech Rally Amid Softening Labor Data
↗
September 04, 2025
Alphabet’s courtroom triumph sent its shares to record highs and lifted the Nasdaq, even as labor market data hinted at cooling momentum. Investors are starting to price in possible Fed rate cuts this...
Via
Chartmill
Topics
Economy
Macy's Increases FY2025 Outlook, Joins REV Group, HealthEquity, Alphabet and Wellness And Other Big Stocks Moving Higher On Wednesday
↗
September 03, 2025
Via
Benzinga
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