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home
about us
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Brochure Supplement Amit Stavinsky
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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Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
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Sample Portfolio
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV 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
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
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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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Additional Information
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
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Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Pegasystems Inc. - Common Stock
(NQ:
PEGA
)
59.72
-1.60 (-2.61%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
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PEGASYSTEMS INC (NASDAQ:PEGA) – A Potentially Undervalued Software Stock
↗
June 25, 2025
PEGASYSTEMS INC (NASDAQ:PEGA) appears undervalued with strong profitability, no debt, and solid growth. A potential candidate for value investors.
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Unpacking Q1 Earnings: Monday.com (NASDAQ:MNDY) In The Context Of Other Productivity Software Stocks
June 22, 2025
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June 22, 2025
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the productivity software stocks, including Atlassian (NASDAQ:TEAM) and its peers.
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Dan Ives Just Unveiled His AI ETF—Does It Live Up to the Hype?
June 20, 2025
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Here's How Much $1000 Invested In Pegasystems 10 Years Ago Would Be Worth Today
↗
June 05, 2025
Via
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Spotting Winners: Jamf (NASDAQ:JAMF) And Automation Software Stocks In Q1
June 19, 2025
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Jamf (NASDAQ:JAMF) and the best and worst...
Via
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Pega Shareholders Approve Two-for-one Stock Split and Pega Announces Quarterly Cash Dividend for Third Quarter of 2025
June 17, 2025
From
Pegasystems Inc.
Via
Business Wire
Q1 Earnings Outperformers: DocuSign (NASDAQ:DOCU) And The Rest Of The Productivity Software Stocks
June 11, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how DocuSign (NASDAQ:DOCU) and the...
Via
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Pega Named a Leader in AI Decisioning Platforms by Independent Research Firm
June 10, 2025
From
Pegasystems Inc.
Via
Business Wire
3 Unpopular Stocks with Questionable Fundamentals
June 10, 2025
Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can...
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StockStory
PEGASYSTEMS INC (NASDAQ:PEGA) – A Strong Contender for CANSLIM Investors
↗
June 06, 2025
PEGASYSTEMS INC (NASDAQ:PEGA) meets key CANSLIM criteria with strong earnings growth, high relative strength, and solid fundamentals, making it a candidate for growth investors.
Via
Chartmill
1 Profitable Stock Worth Your Attention and 2 to Approach with Caution
June 05, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
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Q1 Automation Software Earnings Review: First Prize Goes to Pegasystems (NASDAQ:PEGA)
June 02, 2025
Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Pegasystems (NASDAQ:PEGA) and its peers.
Via
StockStory
Topics
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Pega Agentic Process Fabric Reliably Orchestrates End-to-End AI Automation
June 02, 2025
From
Pegasystems Inc.
Via
Business Wire
New Pega Infinity Agentic AI Features Elevate Enterprise App Development from Concept to Completion
June 02, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Blueprint Empowers Partners to Accelerate Clients’ Agentic Transformation with Custom IP Integration
June 02, 2025
From
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Via
Business Wire
Pega Leverages Agentic AI to Unlock Rapid Enterprise Modernization
June 02, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Industry Awards Honor Outstanding Organizations and Individuals Driving Industry-Transforming Innovation
June 02, 2025
From
Pegasystems Inc.
Via
Business Wire
Technical Debt Stifling Path to AI Adoption for Global Enterprises, Says Research
June 02, 2025
From
Pegasystems
Via
Business Wire
Pega Honors Partners at PegaWorld 2025 for Driving Innovation and Transformation
June 02, 2025
From
Pegasystems Inc.
Via
Business Wire
3 Small-Cap Stocks Skating on Thin Ice
May 22, 2025
Investors looking for hidden gems should keep an eye on small-cap stocks because they’re frequently overlooked by Wall Street. Many opportunities exist in this part of the market, but it is also a...
Via
StockStory
Why Is Pegasystems (PEGA) Stock Soaring Today
May 20, 2025
Shares of enterprise workflow software provider Pegasystems (NASDAQ:PEGA) jumped 5.5% in the morning session after S&P Dow Jones Indices announced the company would be added to the S&P MidCap 400...
Via
StockStory
Topics
Artificial Intelligence
ETFs
Stocks
Agilysys, Amer Sports, X Financial And Other Big Stocks Moving Higher On Tuesday
↗
May 20, 2025
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
↗
May 20, 2025
Via
Benzinga
Why Pegasystems Shares Are Trading Higher By Over 6%; Here Are 20 Stocks Moving Premarket
↗
May 20, 2025
Via
Benzinga
Pegasystems Stock Rallies After-Hours On S&P MidCap 400 Index Inclusion: Retail’s Unmoved
↗
May 20, 2025
The S&P MidCap 400 Index represents approximately 5% of the U.S. equity market and around 3% of the investable global stock market.
Via
Stocktwits
Topics
Artificial Intelligence
Stocks
Reflecting On Automation Software Stocks’ Q1 Earnings: Microsoft (NASDAQ:MSFT)
May 19, 2025
Let’s dig into the relative performance of Microsoft (NASDAQ:MSFT) and its peers as we unravel the now-completed Q1 automation software earnings season.
Via
StockStory
Topics
Artificial Intelligence
Pega to Hold Investor Session at PegaWorld 2025
May 19, 2025
From
Pegasystems Inc.
Via
Business Wire
PEGASYSTEMS INC (NASDAQ:PEGA) – A Strong Contender for CANSLIM Investors
↗
May 16, 2025
PEGASYSTEMS INC (NASDAQ:PEGA) meets key CANSLIM criteria with strong earnings growth, high relative strength, and solid fundamentals, making it a stock worth watching for growth investors.
Via
Chartmill
New Pega Predictable AI Agents Combine the Power of Reasoning with the Predictability of Workflows
May 13, 2025
From
Pegasystems Inc.
Via
Business Wire
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