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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
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Public Storage
(NY:
PSA
)
278.15
+7.03 (+2.59%)
Official Closing Price
Updated: 7:00 PM EST, Jan 9, 2026
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Bond Market Signals Shift: 10-Year Treasury Yields Ease Amid Growing Rate Cut Hopes
August 13, 2025
The financial markets are abuzz with a significant development in the bond market: the benchmark 10-year U.S. Treasury yield has eased to 4.24%. This decline is more than just a number; it's a powerful...
Via
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Meta, Microsoft Power Wall Street To New Records Despite Inflation Jump: What's Moving Markets Thursday?
↗
July 31, 2025
A post-earnings surge in Meta Platforms Inc. (NASDAQ:META) and Microsoft Corp.
Via
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Public Storage Reports Results for the Three and Six Months Ended June 30, 2025
July 30, 2025
From
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Business Wire
Earnings Scheduled For July 30, 2025
↗
July 30, 2025
Via
Benzinga
Options Corner: Public Storage's Lull Ahead Of Q2 Earnings Could Point To An Outsized Move
↗
July 28, 2025
While Public Storage has encountered soft demand heading into its upcoming Q2 disclosure, PSA stock is flashing a potential reversal signal.
Via
Benzinga
Earnings Scheduled For April 30, 2025
↗
April 30, 2025
Via
Benzinga
Ki Corporation and Public Storage Update Offer to Acquire Abacus Storage King
July 13, 2025
From
Public Storage
Via
Business Wire
Public Storage to Release Second Quarter 2025 Earnings Results and Host Quarterly Conference Call
July 10, 2025
From
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1 No-Brainer Vanguard ETF to Invest $1,000 Into This July
↗
July 07, 2025
Via
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Public Storage Prices Public Offering of Senior Notes
June 26, 2025
From
Public Storage
Via
Business Wire
Analyst Expectations For Public Storage's Future
↗
June 20, 2025
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Benzinga
3 Brilliant REIT Stocks to Buy Now and Hold for the Long Term
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May 21, 2025
These stocks make it easier for individuals to participate in the real estate markets, a tried and true wealth builder.
Via
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Economy
Public Storage Declares Second Quarter 2025 Dividends
May 07, 2025
From
Public Storage
Via
Business Wire
Mortgage Applications Jump 11% As Buyers Rush In Ahead Of Fed Decision
↗
May 07, 2025
US homebuyers and refinancers took advantage of lower rates ahead of Fed's policy decision. Mortgage applications rose 11%, signaling housing market revival.
Via
Benzinga
Topics
Economy
40-Year-Old Making $4K a Month in Dividends Reveals His Top 8 Stocks — 'We Don't Wear Fancy Clothes or Spend Money on Impressing Others'
↗
May 01, 2025
Via
Benzinga
Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?
↗
May 01, 2025
Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully...
Via
Benzinga
Topics
Government
Stocks
World Trade
Public Storage Reports Results for the Three Months Ended March 31, 2025
April 30, 2025
From
Public Storage
Via
Business Wire
Self-Storage REITs Score Upgrade From BofA Analyst: 8% Decline In New Construction Helps Sector
↗
April 22, 2025
Self‑storage REITs will benefit from easier year‑over‑year comparisons and an 8% decline in new construction starts.
Via
Benzinga
From $50 A Month To $1M Portfolio — Investor Shares Top 10 Holdings, Says 'Finally Reached $1M!' Thanks To Relentless Discipline
↗
April 19, 2025
Via
Benzinga
Public Storage to Release First Quarter 2025 Earnings Results and Host Quarterly Conference Call
April 10, 2025
From
Public Storage
Via
Business Wire
Wall Street Falls On Weak Economic Data As Oil Slumps To $58: What's Driving Markets Wednesday
↗
April 30, 2025
Wall Street traded lower on the final session of the month, heading for its third consecutive monthly loss as economic data began reflecting the impact of Trump tariffs.
Via
Benzinga
Topics
Government
This Couchbase Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday
↗
April 09, 2025
Via
Benzinga
Ki Corporation and Public Storage Offer a Premium to Acquire Abacus Storage King
April 06, 2025
From
Public Storage
Via
Business Wire
Public Storage Slips In Extended Trade As Core FFO Misses Estimates, Retail’s Bearish
↗
February 25, 2025
The company said it expects the pricing restrictions associated with the California wildfires last month to impact Core FFO by $0.23 per share in 2025.
Via
Stocktwits
Public Storage Reports Results for the Fourth Quarter and Year Ended December 31, 2024
February 24, 2025
From
Public Storage
Via
Business Wire
Earnings Scheduled For February 24, 2025
↗
February 24, 2025
Via
Benzinga
3 Vanguard ETFs to Buy With $1,000 and Hold Forever
↗
February 15, 2025
Via
The Motley Fool
Topics
ETFs
Public Storage to Release Fourth Quarter 2024 Earnings Results and Host Quarterly Conference Call
January 31, 2025
From
Public Storage
Via
Business Wire
Public Storage Announces Tax Treatment of 2024 Dividends
January 23, 2025
From
Public Storage
Via
Business Wire
1 Magnificent S&P 500 Dividend Stock Down 30%: 4 Reasons to Buy Public Storage in 2025 and Hold Forever
↗
January 12, 2025
Via
The Motley Fool
Topics
Stocks
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