Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Upland Software, Inc. - Common Stock
(NQ:
UPLD
)
1.430
-0.050 (-3.38%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 31, 2025
Add to My Watchlist
Quote
Overview
Detailed Quote
Charting
Historical Prices
News
Press Releases
Research
Quarterly Reports
Insider Filings
Other Filings
All News about Upland Software, Inc. - Common Stock
< Previous
1
2
3
4
5
6
7
8
9
Next >
Why Upland Software (UPLD) Stock Is Down Today
December 29, 2025
Shares of cloud software provider Upland Software (NASDAQ:UPLD) fell 2.6% in the morning session after the stock moved lower in what appeared to be a continuation of its recent downward trend, driven...
Via
StockStory
Topics
Artificial Intelligence
Upland Software, Unity, Palantir Technologies, AppLovin, and C3.ai Shares Are Soaring, What You Need To Know
December 19, 2025
A number of stocks jumped in the afternoon session after investor optimism around artificial intelligence fueled broad market gains.
Via
StockStory
Topics
Artificial Intelligence
Economy
Upland Software, Palantir Technologies, Zeta Global, Qualys, and C3.ai Stocks Trade Down, What You Need To Know
December 17, 2025
A number of stocks fell in the afternoon session after concerns grew over lofty valuations and the uncertain profitability of artificial intelligence investments.
Via
StockStory
Topics
Artificial Intelligence
Upland Software, JFrog, Elastic, C3.ai, and Tenable Shares Are Falling, What You Need To Know
December 15, 2025
A number of stocks fell in the afternoon session after investors grew increasingly concerned that the billions of dollars being invested into artificial intelligence may not generate sufficient...
Via
StockStory
Topics
Artificial Intelligence
Stocks
1 Value Stock on Our Buy List and 2 That Underwhelm
December 14, 2025
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued...
Via
StockStory
Topics
Artificial Intelligence
Upland Qvidian Unveils 2025 AI Adoption Report, Highlighting Key Trends in Proposal Management
December 11, 2025
From
Upland Software Inc.
Via
Business Wire
3 Out-of-Favor Stocks We Think Twice About
December 08, 2025
Rock-bottom prices don't always mean rock-bottom businesses. The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value...
Via
StockStory
Topics
Bonds
2 Unprofitable Stocks for Long-Term Investors and 1 We Find Risky
December 07, 2025
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around. Without a clear path to profitability, these businesses risk running out of capital...
Via
StockStory
3 Reasons UPLD is Risky and 1 Stock to Buy Instead
November 25, 2025
Over the last six months, Upland Software’s shares have sunk to $1.86, producing a disappointing 13.8% loss - a stark contrast to the S&P 500’s 13.1% gain. This was partly driven by its softer...
Via
StockStory
Topics
Stocks
5 Revealing Analyst Questions From Upland Software’s Q3 Earnings Call
November 13, 2025
Upland Software’s third quarter was marked by a sharp year-on-year revenue decline, reflecting the impact of earlier divestitures, yet the company reported results slightly ahead of Wall Street’s...
Via
StockStory
Topics
Artificial Intelligence
Earnings
Upland Software Earns 49 Badges in G2’s Winter 2026 Market Reports
December 03, 2025
From
Upland Software Inc.
Via
Business Wire
1 Volatile Stock to Own for Decades and 2 We Question
November 11, 2025
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
Via
StockStory
Topics
Artificial Intelligence
3 Stocks Under $10 We Find Risky
November 10, 2025
Investors can certainly boost their returns by concentrating on stocks trading between $1 and $10. However, a disciplined approach is necessary because many of these businesses are speculative and lack...
Via
StockStory
Topics
Firearms
Upland Software (UPLD) Shares Skyrocket, What You Need To Know
November 10, 2025
Shares of cloud software provider Upland Software (NASDAQ:UPLD) jumped 8.7% in the afternoon session after the stock's positive momentum continued as the company reported third-quarter results that...
Via
StockStory
Topics
Artificial Intelligence
UPLD Q3 Deep Dive: AI-Driven Deal Momentum Amid Declining Revenue and Focused Portfolio
November 07, 2025
Cloud software provider Upland Software (NASDAQ:UPLD) beat Wall Street’s revenue expectations in Q3 CY2025, but sales fell by 24.2% year on year to $50.53 million. On the other hand, next quarter’s...
Via
StockStory
Topics
Artificial Intelligence
Upland Software’s (NASDAQ:UPLD) Q3 Sales Top Estimates
November 06, 2025
Cloud software provider Upland Software (NASDAQ:UPLD) reported Q3 CY2025 results exceeding the market’s revenue expectations, but sales fell by 24.2% year on year to $50.53 million. On the other hand,...
Via
StockStory
Upland Software Reports Third Quarter 2025 Financial Results
November 06, 2025
From
Upland Software, Inc.
Via
Business Wire
Upland Software Earnings: What To Look For From UPLD
November 04, 2025
Cloud software provider Upland Software (NASDAQ:UPLD) will be reporting earnings this Thursday before market open. Here’s what to expect.
Via
StockStory
12 Information Technology Stocks Moving In Tuesday's After-Market Session
↗
November 04, 2025
Via
Benzinga
SentinelOne, Confluent, Amplitude, Upland Software, and Samsara Stocks Trade Down, What You Need To Know
November 04, 2025
A number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally.
Via
StockStory
Topics
Artificial Intelligence
12 Information Technology Stocks Moving In Friday's After-Market Session
↗
October 31, 2025
Via
Benzinga
Upland Software to Release Third Quarter 2025 Financial Results on November 6, 2025
October 23, 2025
From
Upland Software Inc.
Via
Business Wire
Unity, Palantir Technologies, and Upland Software Stocks Trade Down, What You Need To Know
October 22, 2025
A number of stocks fell in the afternoon session after new trade tensions and disappointing earnings from major tech companies weighed heavily on investor sentiment.
Via
StockStory
Topics
Government
World Trade
1 Cash-Producing Stock to Keep an Eye On and 2 We Avoid
October 21, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Via
StockStory
3 Unprofitable Stocks with Questionable Fundamentals
October 14, 2025
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Via
StockStory
3 of Wall Street’s Favorite Stocks We Keep Off Our Radar
October 14, 2025
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because...
Via
StockStory
AppLovin, Unity, Five9, Upland Software, and ON24 Shares Skyrocket, What You Need To Know
October 13, 2025
A number of stocks jumped in the afternoon session after President Donald Trump eased concerns over escalating trade tensions with China, calming markets rattled by his earlier tariff threats. U.S....
Via
StockStory
Topics
Government
Stocks
World Trade
Upland Software, Health Catalyst, SoundHound AI, BILL, and DigitalOcean Stocks Trade Down, What You Need To Know
October 10, 2025
A number of stocks fell in the afternoon session after President Trump threatened to increase import taxes on Chinese goods, reigniting trade war fears.
Via
StockStory
Topics
Artificial Intelligence
Economy
Government
Upland Software, Shopify, Domo, Five9, and GoDaddy Stocks Trade Down, What You Need To Know
September 23, 2025
A number of stocks fell in the afternoon session after Federal Reserve Chair Jerome Powell delivered cautious remarks on the economy, spooking investors and pulling indexes back from record highs.
Via
StockStory
Topics
Economy
ON24, Commvault, Upland Software, Samsara, and MicroStrategy Stocks Trade Up, What You Need To Know
September 18, 2025
A number of stocks jumped in the afternoon session after investors scooped up equities, shaking off the initial concerns inferred from the Fed's dot plot, with tech stocks leading the charge.
Via
StockStory
Topics
Bonds
Economy
< Previous
1
2
3
4
5
6
7
8
9
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.