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home
about us
Investment Approach
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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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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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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
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Piedmont Realty Trust, Inc. Class A Common Stock
(NY:
PDM
)
8.290
-0.050 (-0.60%)
Official Closing Price
Updated: 7:00 PM EST, Jan 2, 2026
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All News about Piedmont Realty Trust, Inc. Class A Common Stock
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Piedmont Office Realty Trust Reports Fourth Quarter and Annual 2024 Results
February 13, 2025
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Earnings Scheduled For February 13, 2025
↗
February 13, 2025
Via
Benzinga
PIEDMONT OFFICE REALTY TRUST DECLARES FIRST QUARTER DIVIDEND
February 03, 2025
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust, Inc. to Report Fourth Quarter and Annual 2024 Financial Results
January 13, 2025
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty's Earnings Outlook
↗
October 23, 2024
Via
Benzinga
Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks Delivering High-Dividend Yields
↗
November 27, 2024
Via
Benzinga
Whitestone REIT Continues Board Refreshment with Appointment of Two Independent Trustees
November 04, 2024
Veteran Real Estate C-Suite Executives Kristian M. Gathright and Donald A. Miller Bring Deep Industry Expertise and Financial and Operational Acumen
From
Whitestone REIT
Via
GlobeNewswire
Piedmont Office Realty Trust Reports Third Quarter 2024 Results
October 24, 2024
YTD Leasing of approximately Two Million SF lifts Portfolio to 88.8% Leased
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont REIT Signs over 461,000 SF of Leases during Third Quarter
October 14, 2024
YTD Leasing of approximately Two Million SF lifts Portfolio to 88.8% Leased
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust Reports Virtually No Damage From Hurricane Milton
October 10, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust, Inc. to Report Third Quarter 2024 Financial Results
October 08, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust, Inc. Announces CFO Transition
September 30, 2024
Sherry L. Rexroad Named Successor
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
PDM Stock Earnings: Piedmont Office Realty Meets EPS, Beats Revenue for Q2 2024
↗
July 31, 2024
PDM stock results show that Piedmont Office Realty met analyst estimates for earnings per share but beat on revenue for the second quarter of 2024.
Via
InvestorPlace
Piedmont Office Realty Trust Reports Second Quarter 2024 Results
July 31, 2024
- Completes over one million square feet of leasing during the quarter -
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
PIEDMONT OFFICE REALTY TRUST DECLARES THIRD QUARTER DIVIDEND
July 25, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust, Inc. to Report Second Quarter 2024 Financial Results
July 09, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
7 REITs Yielding 5% (or More) With Strong Upside Potential
↗
July 04, 2024
Investors seeking some solace amid possible shifting tides in the market can potentially take cover with high-yield REITs.
Via
InvestorPlace
Piedmont Office Realty Trust Announces Pricing of Senior Notes Offering
June 13, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont REIT signs over 575,000 SF of Leases During April and May 2024
June 03, 2024
Brings YTD leasing to Approximately 1.1 million SF
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Travel + Leisure Chooses Piedmont’s 501 W. Church Building in Downtown Orlando for New Headquarters Location
May 14, 2024
Will Result in the Relocation of Approximately 900 Jobs to Downtown Orlando
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
PDM Stock Earnings: Piedmont Office Realty Meets EPS, Misses Revenue for Q1 2024
↗
April 30, 2024
PDM stock results show that Piedmont Office Realty met analyst estimates for earnings per share but missed on revenue for the first quarter of 2024.
Via
InvestorPlace
Piedmont Office Realty Trust Reports First Quarter 2024 Results
April 30, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Office Realty Trust Declares Second Quarter Dividend
April 24, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Real Estate, Regional Bank Stocks Tank, Energy Cushions The Blow: March Inflation Rates Shake Up Sectors
↗
April 10, 2024
Inflation unexpectedly surges, shattering hopes for Fed rate cuts & sending stocks down. Core inflation also exceeded expectations. No sector escapes losses, with real estate hit hardest.
Via
Benzinga
Topics
Economy
Piedmont Office Realty Trust, Inc. to Report First Quarter 2024 Financial Results
April 09, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Wondering Where To Find An Over 7% Annual Return? Check Out These 10 Investment-Grade Corporate Bonds
↗
April 05, 2024
Corporate bonds offer yield opportunities and diversification away from equity investments. Investment-grade bonds are safer but lower yield, while high-yield bonds offer higher returns but from...
Via
Benzinga
Topics
Bonds
Piedmont Office Realty Trust Earns ENERGY STAR® Partner Of The Year Sustained Excellence
March 28, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Piedmont Completes Sale of One Lincoln Park
March 20, 2024
Uses Sale Proceeds to Pay off Maturing Debt
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
Review Of Recent Stock Recommendations
↗
March 19, 2024
Some picks have performed quite well. Some have been disappointing. Here are the results so far.
Via
Talk Markets
Piedmont Office Realty Trust Reports Fourth Quarter and Annual 2023 Results
February 07, 2024
From
Piedmont Office Realty Trust, Inc.
Via
GlobeNewswire
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