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home
about us
Investment Approach
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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
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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
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Back Dated Performance Reports
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Total Asset Value (TAV)
TAV Program
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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
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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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Whitestone REIT Common Shares
(NY:
WSR
)
18.95
+0.02 (+0.11%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 17, 2026
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Whitestone REIT to Present at Nareit’s REITweek 2025 Investor Conference
May 29, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Acquires San Clemente Neighborhood Retail Center in Austin
May 08, 2025
From
Whitestone REIT
Via
GlobeNewswire
Top 3 Real Estate Stocks That May Rocket Higher This Month
↗
May 02, 2025
Via
Benzinga
Earnings Scheduled For April 30, 2025
↗
April 30, 2025
Via
Benzinga
Earnings Scheduled For July 30, 2025
↗
July 30, 2025
Via
Benzinga
Whitestone REIT Announces Second Quarter 2025 Earnings Webcast and Conference Call
July 02, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Acquires 5000 South Hulen in Fort Worth, Texas
June 17, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Declares Third Quarter 2025 Dividend
June 10, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Reports First Quarter 2025 Results
April 30, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Commences Redevelopment at Lion Square in Houston’s Asiatown District
April 23, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Announces First Quarter 2025 Earnings Webcast and Conference Call
April 01, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT to Open The Picklr Cave Creek at Terravita Marketplace in North Scottsdale, Arizona
March 12, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Commences Transformation of Merchandising Mix at Davenport Village in Austin, Texas
March 10, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Declares Second Quarter 2025 Dividend
March 06, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Reports Fourth Quarter and Full Year 2024 Results
March 03, 2025
From
Whitestone REIT
Via
GlobeNewswire
Earnings Scheduled For March 3, 2025
↗
March 03, 2025
Via
Benzinga
Whitestone REIT Announces Tax Characteristics of 2024 Distributions
January 29, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Announces Fourth Quarter 2024 Earnings Webcast and Conference Call
January 17, 2025
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT CEO Letter to Shareholders: 2024 Wrap-Up
December 17, 2024
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Signs Lease with EoS Fitness to Reenergize Windsor Park Center in San Antonio
December 10, 2024
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Grows Dividend 9%
December 04, 2024
From
Whitestone REIT
Via
GlobeNewswire
10 Monthly Dividend Stocks You’ve Never Heard Of
↗
November 28, 2024
The following 10 dividend stocks pay dividends each month, but have risk factors and unique business models that investors should carefully consider before buying.
Via
Talk Markets
Topics
Stocks / Equities
How Whitestone REIT Is Transforming Sun Belt Retail Growth
November 15, 2024
Whitestone REIT's community-focused strategy in thriving markets drives impressive financial results and positions the company for continued growth.
Via
MarketBeat
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
Whitestone REIT Responds to MCB Indication of Interest
October 30, 2024
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Reports Third Quarter 2024 Results
October 30, 2024
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Announces Third Quarter 2024 Earnings Webcast and Conference Call
October 02, 2024
From
Whitestone REIT
Via
GlobeNewswire
Methanex, Merck And Other Big Stocks Moving Lower In Monday's Pre-Market Session
↗
September 09, 2024
Via
Benzinga
Whitestone REIT Declares Fourth Quarter 2024 Dividend
September 04, 2024
From
Whitestone REIT
Via
GlobeNewswire
Whitestone REIT Reports Second Quarter 2024 Results
July 31, 2024
From
Whitestone REIT
Via
GlobeNewswire
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