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TSL's Turnkey Operation Platform
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home
about us
Investment Approach
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Market Analysis Summary
Mission Statement
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
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
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
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Progress Software Corporation - Common Stock
(NQ:
PRGS
)
43.53
+0.70 (+1.63%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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All News about Progress Software Corporation - Common Stock
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Splunk Stock Rating Rises Amid Triple-Digit Profit Growth
↗
August 01, 2023
Splunk stock earns the No. 3 rank among its peers in the 26-stock Computer Software-Database industry group.
Via
Investor's Business Daily
IBD Rating Upgrades: AI Play Box Stock Flashes Price Strength
↗
July 26, 2023
Box is beta testing Box AI software. Users can "Ask Box AI anything and get answers in seconds." Box stock just got a key rating upgrade.
Via
Investor's Business Daily
Progress Recognized as Top Workplace and Leader in Corporate Social Responsibility
July 06, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Announces Date and Speaker Lineup for DevReach 2023, the Largest Developer Conference in Central and Eastern Europe
July 05, 2023
From
Progress Software Corporation
Via
GlobeNewswire
The No. 1 Stocks From 2023's Hottest Industry Groups Don't Include Tesla Or Nvidia
↗
July 03, 2023
Investors should target the top stocks in leading industries.
Via
Investor's Business Daily
Progress Software: Q2 Earnings Insights
↗
June 29, 2023
Via
Benzinga
Progress Software Stock Scores Improved Technical Strength
↗
June 30, 2023
The Relative Strength Rating for Progress Software stock climbed into a new percentile Friday, as it got a lift from 66 to 72.
Via
Investor's Business Daily
Progress Announces Second Quarter 2023 Financial Results
June 29, 2023
Exceeds Q2 Revenue and Earnings Estimates ARR increases by 19%; Raises Full Year Guidance
From
Progress Software Corporation
Via
GlobeNewswire
Progress Announces the Recipients of Its 2023 Women in STEM Scholarship Series in the US and Bulgaria; Opens Application Process for India Scholarship
June 29, 2023
From
Progress Software Corporation
Via
GlobeNewswire
US Stocks Set For Strong Thursday Open As Traders Digest Earnings, Bank Stress Results: Why This Analyst Calls For 'Some Caution'
↗
June 29, 2023
Via
Benzinga
Progress Software's Earnings: A Preview
↗
June 28, 2023
Via
Benzinga
5 Analysts Have This to Say About Progress Software
↗
March 29, 2023
Via
Benzinga
Progress Software's Earnings: A Preview
↗
March 27, 2023
Via
Benzinga
Progress Announces Winners of the 2023 Sitefinity Website of the Year Awards
June 23, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Helps Organizations Unlock the Full Potential of IT Infrastructure Management with WhatsUp Gold
June 22, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Software to Report Second Quarter 2023 Financial Results on June 29, 2023
June 15, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Empowers Development Teams to Build Modern Digital Experiences with Tools for Accelerated UI Styling, Enhanced Data Visualization and Conversational UI
June 14, 2023
From
Progress Software Corporation
Via
GlobeNewswire
P.F. Chang’s Transforms Its Digital Presence with Progress, Increasing Site Page Views by More Than 40%
April 18, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Sixty-five Percent of Organizations Suffer from Data Bias, According to Progress Research Study
April 12, 2023
Most organizations understand the importance of mitigating data bias and believe it is prevalent within their businesses but struggle with how to address it effectively
From
Progress Software Corporation
Via
GlobeNewswire
C3.ai Is A High-Risk, High-Reward AI Stock to Watch
↗
April 07, 2023
Is the AI stock surge justified? Examining the AI software provider's financials, fraud allegations, and long-term growth prospects.
Via
InvestorPlace
Progress Enables Organizations to Modernize Digital Experiences with Enhanced Behavior Analysis, Expanded Conversational Interfaces and a High-Performance Frontend
April 04, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Alteryx Stock Gets Rating Upgrade After Profit Popped 367%
↗
April 03, 2023
Earnings spiked 367% last quarter to 84 cents per share on a 73% leap in sales to $301.1 million. Alteryx stock has moved sideways lately.
Via
Investor's Business Daily
Stock Market Rallies On Micron, Alibaba, Lululemon, Ebbing Bank Fears: Weekly Review
↗
March 31, 2023
The stock market rallied on ebbing bank fears and positive news from Micron, Alibaba and Lululemon Athletica.
Via
Investor's Business Daily
Benzinga Pro's Top 5 Stocks To Watch For Friday, March 31, 2023: F, STZ, PRGS, LEVI, PHIO
↗
March 31, 2023
Ford (F) - Bank of America will be hosting its Auto Summit next week; Ford will be presenting on Wednesday at 12:10 p.m. EDT. Ford's VP of Product Development will discuss the company's
Via
Benzinga
UniFirst, Progress Software, SomaLogic And Other Big Stocks Moving Lower On Wednesday
↗
March 29, 2023
U.S. stocks traded higher, with the Dow Jones gaining around 200 points on Wednesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Progress Software Gets Price Target Bumps By Analysts Following Strong Q1 Results
↗
March 29, 2023
Progress Software Corporation (NASDAQ: PRGS) reported better-than-expected Q1 results.
Via
Benzinga
Airbnb To Rally Around 59%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
March 29, 2023
Keybanc raised the price target for Intuit Inc. (NASDAQ: INTU) from $450 to $475. Keybanc analyst Josh Beck maintained an Overweight rating. Intuit shares fell 1.8% to close at $419.33 on Tuesday.
Via
Benzinga
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
March 28, 2023
Via
Benzinga
Progress Announces First Quarter 2023 Financial Results
March 28, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Nasdaq, S&P 500 Futures Edge Lower: Resiliency Could Be Tested As Focus Turns To Bond Yields, Barr's Testimony
↗
March 28, 2023
The market mood has returned to being tentative after Monday’s mixed close, as traders stay focused on the developments around the banking crisis that is playing out and turn their attention to some...
Via
Benzinga
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