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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
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Total Asset Value (TAV)
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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Client's Responsibilities
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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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Featured Event
Calendar of Events
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Investing During Uncertain Times
Read FULL Seminar Here
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Upland Software, Inc. - Common Stock
(NQ:
UPLD
)
1.330
-0.060 (-4.32%)
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 30, 2026
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Stocks That Hit 52-Week Lows On Monday
↗
April 24, 2023
On Monday, 147 stocks made new 52-week lows.
Via
Benzinga
Upland Software to Release First Quarter 2023 Financial Results on May 4, 2023
April 20, 2023
From
Upland Software Inc.
Via
Business Wire
Upland Software Earnings Perspective: Return On Capital Employed
↗
November 24, 2022
Via
Benzinga
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April 20, 2023
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March 31, 2023
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March 28, 2023
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Stocks That Hit 52-Week Lows On Friday
↗
March 24, 2023
On Friday, 469 companies hit new 52-week lows.
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Why Fulcrum Therapeutics Shares Are Trading Lower By Over 55%? Here Are Other Stocks Moving In Friday's Mid-Day Session
↗
February 24, 2023
Gainers Bridger Aerospace Group Holdings, Inc. (NASDAQ: BAER) shares jumped 129.6% to $10.15. Jeffrey E. Kelter reported a 22.4% stake in a 13D filing on Thursday.
Via
Benzinga
12 Information Technology Stocks Moving In Friday's Intraday Session
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February 24, 2023
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Benzinga's Top Ratings Upgrades, Downgrades For February 24, 2023
↗
February 24, 2023
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12 Information Technology Stocks Moving In Friday's Pre-Market Session
↗
February 24, 2023
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
February 23, 2023
Via
Benzinga
Upland Software Reports Fourth Quarter 2022 Financial Results
February 23, 2023
From
Upland Software Inc.
Via
Business Wire
Upland FileBound Named a Gold Medalist in the 2022 SoftwareReviews ECM Data Quadrant Report
February 15, 2023
From
Upland Software Inc.
Via
Business Wire
Earnings Scheduled For February 23, 2023
↗
February 23, 2023
Companies Reporting Before The Bell • ChipMOS TECHNOLOGIES (NASDAQ:IMOS) is likely to report earnings for its fourth quarter.
Via
Benzinga
Upland Software to Release Fourth Quarter and Fiscal 2022 Financial Results on February 23
February 09, 2023
From
Upland Software Inc.
Via
Business Wire
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
January 31, 2023
Via
Benzinga
12 Information Technology Stocks Moving In Thursday's After-Market Session
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January 12, 2023
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12 Information Technology Stocks Moving In Thursday's After-Market Session
↗
December 08, 2022
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 17, 2023
↗
January 17, 2023
Via
Benzinga
Upland Software Reports Third Quarter 2022 Financial Results
November 03, 2022
From
Upland Software, Inc.
Via
Business Wire
Upland Software Earnings Preview
↗
November 02, 2022
Upland Software (NASDAQ:UPLD) is set to give its latest quarterly earnings report on Thursday, 2022-11-03. Here's what investors need to know before the announcement. Analysts estimate that Upland...
Via
Benzinga
Upland cited in 2022 Gartner® Market Guide for Customer Service Knowledge Management Systems for its Panviva and RightAnswers products
October 31, 2022
From
Upland Software Inc.
Via
Business Wire
Upland Software to Release Third Quarter Financial Results on November 3
October 20, 2022
From
Upland Software Inc.
Via
Business Wire
Earnings Scheduled For November 3, 2022
↗
November 03, 2022
Companies Reporting Before The Bell • Hyatt Hotels (NYSE:H) is estimated to report quarterly earnings at $0.28 per share on revenue of $1.45 billion.
Via
Benzinga
Upland RightAnswers Introduces a New Dynamic Way to Access and Capture Knowledge Across the Enterprise
October 12, 2022
From
Upland Software Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
October 10, 2022
During Monday's trading, 528 companies set new 52-week lows.
Via
Benzinga
Upland Expands Leading SMS Marketing Software to the UK Market
September 22, 2022
From
Upland Software Inc.
Via
Business Wire
Stocks That Hit 52-Week Lows On Wednesday
↗
September 21, 2022
On Wednesday, 340 stocks hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Tuesday
↗
September 20, 2022
On Tuesday, 507 stocks hit new 52-week lows.
Via
Benzinga
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