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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
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
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
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
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Quarterly Performance Reports
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Back Dated Performance Reports
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TAV Program
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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
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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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Market Value Securities (MVS sm) Presentation
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Investing During Uncertain Times
Read FULL Seminar Here
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Pegasystems Inc. - Common Stock
(NQ:
PEGA
)
56.06
-3.66 (-6.13%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 2, 2026
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Reflecting On Automation Software Stocks’ Q4 Earnings: Appian (NASDAQ:APPN)
April 01, 2025
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the automation software industry, including Appian (NASDAQ:APPN) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Pega Blueprint for Government Efficiency Toolkit Empowers Agencies to Accelerate Modernization Efforts and Increase Efficiency
March 25, 2025
From
Pegasystems Inc.
Via
Business Wire
Which Stocks Benefit From AI Spending? Analyst Names IBM And More
↗
March 24, 2025
Wedbush analyst Daniel Ives highlights AI's growing impact on enterprise spending in 2025. AI now comprises 12% of IT budgets, with many companies increasing investments.
Via
Benzinga
Topics
Artificial Intelligence
Peering Into Pegasystems's Recent Short Interest
↗
February 20, 2025
Via
Benzinga
Earnings Scheduled For February 12, 2025
↗
February 12, 2025
Via
Benzinga
Pega Named a Leader in Customer Relationship Management Software by Independent Research Firm
March 24, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Announces Quarterly Cash Dividend for Second Quarter of 2025
March 21, 2025
From
Pegasystems Inc.
Via
Business Wire
3 Reasons to Sell PEGA and 1 Stock to Buy Instead
March 20, 2025
Pegasystems has had an impressive run over the past six months. While the S&P 500 has been flat, the stock has returned 6.7% and now trades at $72.71. This was partly thanks to its solid quarterly...
Via
StockStory
Topics
Stocks
Price Over Earnings Overview: Pegasystems
↗
February 07, 2025
Via
Benzinga
Assessing Pegasystems: Insights From 5 Financial Analysts
↗
January 31, 2025
Via
Benzinga
Pega Attains FedRAMP High Authority to Operate Status For US Federal Government Clients
March 19, 2025
From
Pegasystems Inc.
Via
Business Wire
Reflecting On Automation Software Stocks’ Q4 Earnings: ServiceNow (NYSE:NOW)
March 19, 2025
Wrapping up Q4 earnings, we look at the numbers and key takeaways for the automation software stocks, including ServiceNow (NYSE:NOW) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Automation Software Stocks Q4 In Review: Pegasystems (NASDAQ:PEGA) Vs Peers
March 18, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the automation software industry, including Pegasystems (NASDAQ:PEGA) and its peers.
Via
StockStory
Topics
Artificial Intelligence
Rabobank, Unilever, and Verizon to Keynote at PegaWorld 2025
March 17, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Announces Repayment of Convertible Senior Notes at Maturity
March 03, 2025
From
Pegasystems Inc.
Via
Business Wire
What To Expect From Jamf’s (JAMF) Q4 Earnings
February 26, 2025
Apple device management company, Jamf (NASDAQ:JAMF) will be reporting results tomorrow after the bell. Here’s what to look for.
Via
StockStory
What To Expect From SoundHound AI’s (SOUN) Q4 Earnings
February 26, 2025
Voice AI recognition company SoundHound (NASDAQ:SOUN) will be announcing earnings results tomorrow after market hours. Here’s what to look for.
Via
StockStory
Topics
Artificial Intelligence
Pega Launches Customer Engagement Blueprint to Optimize AI-Powered Personalization
February 25, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Launches Multi-Region Disaster Recovery Service to Safeguard Mission-Critical Operations Running on Pega Cloud
February 19, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega to Present at Upcoming Investor Conferences
February 18, 2025
From
Pegasystems Inc.
Via
Business Wire
Consumers Demand Enterprises Modernize to Improve Ailing Customer Experience, Says Research
February 18, 2025
From
Pegasystems Inc.
Via
Business Wire
What To Expect From Appian’s (APPN) Q4 Earnings
February 18, 2025
Low code software development platform provider Appian (Nasdaq: APPN) will be reporting results tomorrow before market open. Here’s what to look for.
Via
StockStory
Pegasystems Stock Retreats To Nearly 3-Month Low Despite Q4 Beat: Retail Sentiment Soars
↗
February 13, 2025
The company said it is committed to accelerating growth and cash flow in 2025 and beyond.
Via
Stocktwits
Trade Desk Posts Downbeat Revenue, Joins Aspen Aerogels, Fastly And Other Big Stocks Moving Lower In Thursday's Pre-Market Session
↗
February 13, 2025
Via
Benzinga
Pegasystems (NASDAQ:PEGA) Posts Better-Than-Expected Sales In Q4 But Stock Drops
February 12, 2025
Enterprise workflow software provider Pegasystems (NASDAQ:PEGA) reported Q4 CY2024 results topping the market’s revenue expectations, with sales up 3.5% year on year to $490.8 million. The company’s...
Via
StockStory
Topics
Artificial Intelligence
Pega’s AI Innovation Drives Strong ACV Growth and Record Cash Flow in Q4 2024
February 12, 2025
From
Pegasystems Inc.
Via
Business Wire
Pega Agent Experience Powers More Reliable AI Agents Through Trusted Enterprise Workflows
February 12, 2025
From
Pegasystems Inc.
Via
Business Wire
Pegasystems (PEGA) Reports Q4: Everything You Need To Know Ahead Of Earnings
February 11, 2025
Enterprise workflow software provider Pegasystems (NASDAQ:PEGA) will be reporting earnings tomorrow after market close. Here’s what investors should know.
Via
StockStory
Pega Selected to Deliver Digital Platform for UK’s Armed Forces Recruiting Service
February 06, 2025
From
Pegasystems Inc.
Via
Business Wire
3 Reasons to Avoid PEGA and 1 Stock to Buy Instead
January 31, 2025
What a time it’s been for Pegasystems. In the past six months alone, the company’s stock price has increased by a massive 53.3%, reaching $106.86 per share. This run-up might have investors...
Via
StockStory
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