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What We Buy Currently
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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Event Schedule
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Read FULL Seminar Here
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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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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
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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
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
)
270.32
+9.42 (+3.61%)
Official Closing Price
Updated: 4:10 PM EST, Jan 6, 2026
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Overhauling the World’s Oldest Investment Class
↗
February 17, 2022
Managing one house is hard, but these companies manage tens of thousands. It's all possible through property tech, or proptech.
Via
InvestorPlace
7 Best Stocks to Buy to Protect Your Portfolio From the Possibility of 5+ Rate Hikes
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February 14, 2022
The Federal Reserve is looking to raise interest rates aggressively going forward. These stocks are positioned to profit from rate hikes.
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February 04, 2022
In today’s hyper-sensitive market, investors are searching for those defensive hot stocks that can weather all storms.
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Public Storage to Release Fourth Quarter 2021 Earnings Results and Host Quarterly Conference Call
January 31, 2022
From
Public Storage
Via
Business Wire
Expert Ratings For Public Storage
↗
December 20, 2021
Over the past 3 months, 7 analysts have published their opinion on Public Storage (NYSE:
Via
Benzinga
Expert Ratings For Public Storage
↗
December 02, 2021
Public Storage (NYSE:PSA) has observed the following analyst ratings within th...
Via
Benzinga
Public Storage Announces Tax Treatment of 2021 Dividends
January 18, 2022
From
Public Storage
Via
Business Wire
This Storage Unit Stock Has A Better 1-Year Return Than Microsoft, Apple, Starbucks And Moderna
↗
January 18, 2022
Public Storage (NYSE: PSA) helps organize and store your belongings, and over the past year delivered astonishing returns. Since January 2021, Public Storage ...
Via
Benzinga
Public Storage Announces Pricing of 4.100% Cumulative Preferred Shares of Beneficial Interest, Series S
January 04, 2022
From
Public Storage
Via
Business Wire
10 Biggest Price Target Changes For Monday
↗
December 20, 2021
JP Morgan raised the price target on Public Storage (NYSE:
Via
Benzinga
Expert Ratings For Public Storage
↗
November 29, 2021
Within the last quarter, Public Storage (NYSE:PSA) has observed the following ...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 10, 2022
↗
January 10, 2022
Upgrades According to Mizuho, the prior rating for Xcel Energy Inc (NASDAQ:
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For December 20, 2021
↗
December 20, 2021
Upgrades According to Keefe, Bruyette & Woods, the prior rating for Old National Bancorp (NASDAQ:...
Via
Benzinga
Mid-Morning Market Update: Markets Open Lower; US Retail Sales Miss Estimates
↗
December 15, 2021
Following the market opening Wednesday, the Dow traded down 0.26% to 35,453.17 while the NASDAQ fell 0.62% to 15,142.70. The S&P also fell, dropping 0.28% to 4,621.34. The U.S...
Via
Benzinga
Public Storage Announces Closing of the All Storage Acquisition Amid Significant Growth Acceleration
December 02, 2021
From
Public Storage
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For December 2, 2021
↗
December 02, 2021
Upgrades According to William Blair, the prior rating for Graco Inc (NYSE:
Via
Benzinga
10 Biggest Price Target Changes For Thursday
↗
December 02, 2021
Wells Fargo boosted Five Below, Inc. (NASDAQ: FIVE) price target from $235 to $240. Five Below shares rose 10.5% to $209.00 in pre-market trading. Barclays boosted Snowflake...
Via
Benzinga
A Peek Into The Markets: US Stock Futures Higher Ahead Of Jobless Claims Data
↗
December 02, 2021
Pre-open movers U.S. stock futures traded higher in early pre-market trade after recording sharp losses in the previous session. Investors are awaiting earnings results from The...
Via
Benzinga
Public Storage Announces Redemption of All Outstanding Depositary Shares Representing Interests in its 4.90% Cumulative Preferred Shares, Series E
November 29, 2021
From
Public Storage
Via
Business Wire
Top 5 Income Stocks for 2022
↗
November 15, 2021
There are a lot of dividend payers that look good right now and should be buying opportunities on any dips. So, here are five income stocks.
Via
InvestorPlace
Public Storage Announces Pricing of 4.00% Cumulative Preferred Shares of Beneficial Interest, Series R
November 09, 2021
From
Public Storage
Via
Business Wire
This Self-Storage REIT Is Delivering Explosive Growth
↗
November 09, 2021
The self-storage REIT delivered a monster quarter while adding more fuel to keep growing.
Via
The Motley Fool
7 REITs to Buy That Are Just Right for November
↗
November 08, 2021
With respectable dividend yields and the potential for capital growth, REITs are among the top picks for income investors.
Via
InvestorPlace
Public Storage Prices Public Offering of Senior Notes
November 04, 2021
From
Public Storage
Via
Business Wire
Avis Stock Price Goes Through the Roof
↗
November 03, 2021
Avis Budget Group Inc. stock was up 215% yesterday morning before sellers pushed it lower. Despite decent selling pressure later in the day, it closed up over 100% higher on the day.
Via
Talk Markets
Public Storage (PSA) Q3 2021 Earnings Call Transcript
↗
November 02, 2021
PSA earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Public Storage Announces Hiring of David Lee as Chief Operating Officer
November 01, 2021
From
Public Storage
Via
Business Wire
Public Storage Reports Results for the Three and Nine Months Ended September 30, 2021
November 01, 2021
From
Public Storage
Via
Business Wire
Public Storage Enhances Portfolio Coverage, Quality, and Growth with All Storage Acquisition
November 01, 2021
From
Public Storage
Via
Business Wire
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