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home
about us
Investment Approach
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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
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Back Dated Performance Reports
Quarterly Performance Reports
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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
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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
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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
Add to My Watchlist
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All News about Progress Software Corporation - Common Stock
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Progress to Host Investor Day on April 4, 2023
March 24, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Offers Free Application Development Training for Anyone Who Wants to Learn Code
March 23, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Recognized by Gartner® in the Magic Quadrant™ for Digital Experience Platforms for Second Consecutive Year
March 22, 2023
Company Evaluation Based on Its Completeness of Vision and Ability to Execute
From
Progress Software Corporation
Via
GlobeNewswire
Preview: Progress Software's Earnings
↗
January 16, 2023
Via
Benzinga
Progress Releases Corporate Social Responsibility Report for 2022
March 15, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Software to Report First Quarter 2023 Financial Results on March 28, 2023
March 14, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Box Stock Shows Improved Relative Price Performance; Still Shy Of Benchmark
↗
March 07, 2023
On Tuesday, Box stock earned a positive adjustment to its Relative Strength (RS) Rating, to 75 from 70 a day earlier.
Via
Investor's Business Daily
New Relic, IBD Stock Of The Day, Helps Companies Turn Data Into Profits
↗
March 07, 2023
New Relic helps businesses make better and faster decisions derived from their data. NEWR stock is nearing a bullish stock-chart pattern.
Via
Investor's Business Daily
Cloud Storage Dropbox Stock Flashes Improved Relative Price Strength
↗
February 08, 2023
Dropbox stock saw a positive improvement to its Relative Strength (RS) Rating on Wednesday, rising from 67 to 74.
Via
Investor's Business Daily
Progress Completes Acquisition of MarkLogic
February 07, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Named a Leader in Network Detection and Response by Quadrant Knowledge Solutions
January 31, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Makes Building Engaging and Inclusive Apps a Reality with Latest Developer Tools Release
January 19, 2023
The most comprehensive UI libraries for .NET and JavaScript frameworks add design and accessibility upgrades, deeper customization and .NET 7 and Angular 15 support
From
Progress Software Corporation
Via
GlobeNewswire
Progress Reports 2022 Fiscal Fourth Quarter and Year End Results
January 17, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Earnings Scheduled For January 17, 2023
↗
January 17, 2023
Companies Reporting Before The Bell • Goldman Sachs Group (NYSE:GS) is projected to report quarterly earnings at $5.48 per share on revenue of $10.83 billion.
Via
Benzinga
Progress Announces Recipient of Second Annual Women in STEM Scholarship in India and Opens U.S. Scholarship Application Process
January 12, 2023
From
Progress Software Corporation
Via
GlobeNewswire
UniFirst, Progress Software And 3 Stocks To Watch Heading Into Wednesday
↗
January 04, 2023
With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Progress Software to Report Fourth Quarter 2022 Financial Results on January 17, 2023
January 03, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Announces Plans to Acquire MarkLogic
January 03, 2023
From
Progress Software Corporation
Via
GlobeNewswire
Progress Earns Multiple Awards and Recognitions in the Second Half of 2022
December 08, 2022
From
Progress Software Corporation
Via
GlobeNewswire
Progress One of 9 Massachusetts-based Businesses with Critical Mass of Women Directors and Executive Officers
December 01, 2022
From
Progress Software Corporation
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Thursday
↗
December 01, 2022
During Thursday's session, 108 stocks hit new 52-week highs.
Via
Benzinga
Progress Survey Reveals the Factors Driving the Adoption and Evolution of DevSecOps Over the Next Two Years
November 14, 2022
From
Progress Software Corporation
Via
GlobeNewswire
Progress to Ring the Nasdaq Opening Bell for the 15th Time on Friday, November 4
November 03, 2022
From
Progress Software Corporation
Via
GlobeNewswire
Progress Announces Third Quarter 2022 Financial Results
September 27, 2022
From
Progress Software Corporation
Via
GlobeNewswire
Earnings Scheduled For September 27, 2022
↗
September 27, 2022
Companies Reporting Before The Bell • Ferguson (NYSE:FERG) is projected to report quarterly earnings at $2.79 per share on revenue of $7.86 billion.
Via
Benzinga
Earnings Preview: Progress Software
↗
September 26, 2022
Progress Software (NASDAQ:PRGS) is set to give its latest quarterly earnings report on Tuesday, 2022-09-27. Here's what investors need to know before the announcement. Analysts estimate that Progress...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For September 9, 2022
↗
September 09, 2022
Upgrades
Via
Benzinga
$100 Invested In This Stock 20 Years Ago Would Be Worth $500 Today
↗
August 24, 2022
Progress Software (NASDAQ:PRGS) has outperformed the market over the past 20 years by 1.0% on an annualized basis producing an average annual return of 9.03%. Currently, Progress Software has a market...
Via
Benzinga
How Is The Market Feeling About Progress Software?
↗
August 23, 2022
Progress Software's (NASDAQ:PRGS) short percent of float has fallen 3.76% since its last report. The company recently reported that it has 2.62 million shares sold short,...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For August 12, 2022
↗
August 12, 2022
Via
Benzinga
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