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home
about us
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Firm ADV PDFs
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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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Sample Portfolio
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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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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Articles published by Whitestone REIT
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Whitestone REIT Announces Fourth Quarter 2024 Earnings Webcast and Conference Call
January 17, 2025
From
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Via
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WSR
Whitestone REIT CEO Letter to Shareholders: 2024 Wrap-Up
December 17, 2024
From
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Via
GlobeNewswire
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Whitestone REIT Signs Lease with EoS Fitness to Reenergize Windsor Park Center in San Antonio
December 10, 2024
From
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GlobeNewswire
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Whitestone REIT Grows Dividend 9%
December 04, 2024
From
Whitestone REIT
Via
GlobeNewswire
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Whitestone REIT Continues Board Refreshment with Appointment of Two Independent Trustees
November 04, 2024
From
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Via
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Whitestone REIT Responds to MCB Indication of Interest
October 30, 2024
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Reports Third Quarter 2024 Results
October 30, 2024
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Announces Third Quarter 2024 Earnings Webcast and Conference Call
October 02, 2024
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Declares Fourth Quarter 2024 Dividend
September 04, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Reports Second Quarter 2024 Results
July 31, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Announces Second Quarter 2024 Earnings Webcast and Conference Call
July 10, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
The Picklr Opens at Whitestone REIT’s Eldorado Plaza in McKinney, Texas
June 11, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Declares Third Quarter 2024 Dividend
June 10, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Continues Board Refreshment
June 03, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT to Present at Nareit’s REITweek 2024 Investor Conference
May 29, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Announces Preliminary Results of 2024 Annual Meeting of Shareholders
May 14, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Urges Shareholders to Support Its Highly Qualified Trustee Nominees at the Annual Meeting on May 14 – Vote Today Using the White Proxy Card
May 10, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Board Leaders Issue Open Letter to Shareholders
May 07, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Exposes New Information Revealing that Erez Nominee Bruce Schanzer Colluded with Terminated Whitestone Chairman and CEO James Mastandrea in a Failed Attempt to Acquire Whitestone
May 06, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Delaware Court of Chancery Rules in Favor of Whitestone
January 25, 2024
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Board of Trustees Responds to Proposal from Bruce Schanzer / Erez Asset Management, LLC (“Erez”)
December 13, 2023
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Court Dismisses All Claims By Former CEO Against Whitestone REIT
December 11, 2023
From
Whitestone REIT
Via
GlobeNewswire
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Whitestone REIT Declares First Quarter 2024 Dividend
December 05, 2023
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Adds Specialty Food Component at Lake Woodlands Crossing and Sugar Park Plaza Centers
November 07, 2023
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Reports Third Quarter 2023 Results
October 31, 2023
From
Whitestone REIT
Via
GlobeNewswire
Tickers
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Whitestone REIT to Serve as Sponsor of Social Motion’s Spectrum of Tastes: Amplify Our Voices Fundraiser
October 10, 2023
From
Whitestone REIT
Via
GlobeNewswire
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Whitestone REIT Announces Third Quarter 2023 Earnings Webcast and Conference Call
September 22, 2023
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Declares Fourth Quarter 2023 Dividend
September 06, 2023
From
Whitestone REIT
Via
GlobeNewswire
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WSR
Whitestone REIT Reports Second Quarter 2023 Results
August 01, 2023
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
Whitestone REIT Announces Second Quarter 2023 Earnings Webcast and Conference Call
June 29, 2023
From
Whitestone REIT
Via
GlobeNewswire
Tickers
WSR
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