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home
about us
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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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Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
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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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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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CubeSmart Common Shares
(NY:
CUBE
)
39.54
-0.25 (-0.63%)
Official Closing Price
Updated: 7:00 PM EDT, Apr 24, 2026
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Raytheon, Shell Lead Five Stocks Setting Up, Breaking Out From Strong Sectors
↗
April 09, 2022
Raytheon and Shell are just below buy points. They have good company.
Via
Investor's Business Daily
Is It Time To Tweak Your Investments For An Inflationary Environment?
↗
April 08, 2022
Is it time to tweak your investing portfolio to adapt to the potential for long-term inflation? Here are ways to do so.
Via
Investor's Business Daily
Ominous Death Cross Forms On CubeSmart's Chart
↗
March 11, 2022
If history is any guide, there may be trouble ahead for shares of CubeSmart (NYSE:CUBE). A so-called "death cross" has formed on its chart and, not surprisingly, this could be...
Via
Benzinga
Earnings Outlook For CubeSmart
↗
February 23, 2022
CubeSmart (NYSE:CUBE) is set to give its latest quarterly earnings report on Thursday, 2022-02-24. Here's what investors need to know before the announcement. Analysts estimate...
Via
Benzinga
Stocks That Hit 52-Week Highs On Thursday
↗
July 29, 2021
Thursday's morning session saw 167 companies set new 52-week highs. Points of Interest: ASML Holding (NASDAQ:ASML) was the largest company by market cap to set a new...
Via
Benzinga
Understanding CubeSmart's Ex-Dividend Date
↗
June 29, 2021
On May 12, 2021, CubeSmart (NYSE:CUBE) declared a dividend p...
Via
Benzinga
Stocks That Hit 52-Week Highs On Monday
↗
May 10, 2021
This morning 792 companies reached new 52-week highs. Points of Interest: JPMorgan Chase (NYSE: JPM) was the largest company by market cap to set a new 52-week high. The...
Via
Benzinga
Stocks That Hit 52-Week Highs On Wednesday
↗
April 07, 2021
This morning 134 companies reached new 52-week highs. Facts of Interest: Alphabet (NASDAQ:GOOG) was the largest firm on a market cap basis to set a new 52-week high....
Via
Benzinga
New Private Real Estate Offering For Self Storage Facility Operated By CubeSmart
↗
February 10, 2022
Real estate investment platform CrowdStreet just released its latest offering today for Myers Corners Self Storage, a 1,356 unit Class A climate-controlled self-storage facility...
Via
Benzinga
The Metaverse Is The Place To Turn Digital Assets Into Real Money
↗
January 30, 2022
We are living in a period where the methods and philosophy of traditional business are changing right before our eyes. And as a cryptocurrency investor, you're at the center of it all - whether you...
Via
Talk Markets
Top-Rated Stocks: Invitation Homes Stock Composite Rating Climbs To Lofty 96
↗
December 20, 2021
Invitation Homes stock continues to trade near the 43.58 all-time high set on Dec. 8. It closed at 42.52 Monday, down fractionally.
Via
Investor's Business Daily
Moody's, CubeSmart Lead 5 Stocks Near Buy Points Showing This Bullish Trait
↗
December 18, 2021
Moodys and CubeSmart are among stocks carving out bullish base-on-base patterns.
Via
Investor's Business Daily
Will REITs Crumble Because of Higher Interest Rates?
↗
December 13, 2021
REITs have long been a favorite of income investors because of their strong dividend yields. But a solid dividend is meaningless if your stock falls.
Via
Talk Markets
This Self-Storage Operator Just Made a $1.7 Billion Acquisition
↗
December 11, 2021
The red-hot self storage industry is starting to see some serious M&A activity.
Via
The Motley Fool
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
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
CubeSmart (CUBE) Q3 2021 Earnings Call Transcript
↗
November 06, 2021
CUBE earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
EXR & CUBE Stopped Out For Profit With The TSL
↗
October 07, 2021
As I mentioned in my previous article, I don't get caught up in asset names. Instead, I look at the chart and the history of performance of the asset. If it has...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 7, 2021
↗
October 07, 2021
Upgrades For State Street Corporation (NYSE:
Via
Benzinga
Stocks That Hit 52-Week Highs On Friday
↗
August 20, 2021
Before 10 a.m. ET on Friday, 52 companies hit new 52-week highs. Highlights: Microsoft (NASDAQ:MSFT) was the biggest company by market cap to set a new 52-week high...
Via
Benzinga
Five Favorites In Specialized REITs
↗
August 14, 2021
We have a positive fundamental outlook on the S&P Specialized REIT Index. Our outlook is driven by our positive view of self-storage REITs as well as data center and tower REITs, with a neutral view on...
Via
Talk Markets
Topics
Stocks
CubeSmart (CUBE) Q2 2021 Earnings Call Transcript
↗
July 30, 2021
CUBE earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Stocks That Hit 52-Week Highs On Tuesday
↗
June 22, 2021
Before 10 a.m. ET Tuesday, 59 stocks made new 52-week highs. Intriguing Points: Microsoft (NASDAQ:MSFT) was the company with the largest market cap to set a new 52-week...
Via
Benzinga
Park Hotels Stock Sees RS Rating Rise To 81
↗
June 09, 2021
CAN SLIM investors focus on stocks with an 80 or higher Relative Strength Rating. Park Hotels stock meets that criteria, with an RS Rating of 81.
Via
Investor's Business Daily
Benzinga's Top Ratings Upgrades, Downgrades For May 14, 2021
↗
May 14, 2021
Upgrades Canaccord Genuity upgraded the previous rating for Mogo Inc (NASDAQ:MOGO) from Hold to Speculative Buy. For the first quarter, Mogo had an EPS of $0.06, compared...
Via
Benzinga
Stock Upgrades: CubeSmart Shows Rising Relative Strength
↗
May 07, 2021
In terms of top and bottom line numbers, CubeSmart has posted three quarters of rising earnings growth. Sales gains also rose over the same time frame.
Via
Investor's Business Daily
CubeSmart (CUBE) Q1 2021 Earnings Call Transcript
↗
April 30, 2021
CUBE earnings call for the period ending March 31, 2021.
Via
The Motley Fool
Topics
Earnings
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