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home
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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
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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
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
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TAF
Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
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Events History
Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by SPI Energy Co., Ltd.
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SPI Solar Launches 7.2MWac/8.39MWdc Community Solar Project in Southern California
May 24, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
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SPI
SPI Energy to Participate in the H.C. Wainwright Global Investment Conference
May 23, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's SolarJuice Appoints Experienced Operations Executive as New COO
May 18, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Supply Chain
Tickers
SPI
SPI Energy Reports First Quarter 2022 Financial Results
May 16, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy to Host Conference Call to Discuss Q1 2022 Results on May 16 at 4:30 p.m. ET
May 11, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Relocates Its Corporate Headquarters to Sacramento County, California
May 09, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's Solarjuice Signs 2GW Supply Contract with Sungrow
May 09, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Supply Chain
Tickers
SPI
SPI's Solar4America to Showcase Product Portfolio at RE+ Southeast Trade Show
May 05, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Supply Chain
Tickers
SPI
SPI's Phoenix Motorcars to Showcase Electric Shuttle Bus, Lithium-Ion Forklift, Solar-Powered Pickup Truck and EV Charging Solutions at ACT Expo
May 03, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Co., Ltd. Interview to Air on Bloomberg U.S. on the RedChip Money Report(R)
April 29, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
SPI's Solarjuice Technology Inc. Files Patent Applications Related to Improving Solar Module Manufacturing Processes
April 28, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Intellectual Property
Tickers
SPI
SPI Energy's SolarJuice to Showcase its Latest Product Offerings at Smart Energy 2022 in Australia
April 27, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's SolarJuice Attends Renewable Energy Texas Show
April 19, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Issues $2.11 Million 10% Convertible Promissory Note with $20 per Share Conversion Price
April 11, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI’s Phoenix Motorcars Commences Delivery of Lithium-Ion Forklifts
April 07, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Reports Record Revenue of $162 Million for 2021
April 01, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s Solarjuice Technology Launches 380W and 410W Solar Panels for Residential Market Under Solar4America Brand
March 30, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy to Participate in the 2022 Virtual Growth Conference Presented by Maxim Group LLC on Wednesday, March 30th from 1:50-2:30pm PST
March 28, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's Phoenix Motorcars Appoints Former Daimler and Karma Automotive Executive as its New CEO
March 24, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s Phoenix Motorcars to Showcase Full Range of New Electric Forklifts and Pallet Jacks at MODEX in Atlanta
March 22, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's SolarJuice Technology Launches 450W and 550W Commercial Solar Modules
March 21, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's 2021 Climate Contribution
March 16, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy Develops Utility Solar Project in Will County, Illinois
March 14, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy Provides 2021 Update and Outlook for 2022
February 28, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
Tickers
SPI
SPI Energy's Solarjuice Technology Starting Production & Expanding Solar Module Manufacturing Capacity to 1.1GW at Sacramento Facility
February 18, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Develops Utility Scale Solar Project in Maryland
February 07, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy Completes Sale of 5MW Solar Plant in Hawaii
January 31, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Subsidiary Opens RideZoomers Electric Scooter Retail Shop and Service Center in Fremont, California
January 24, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy to Showcase Solar Panels, Residential Energy Storage Systems, EV Charger Solutions and its Solar EV Pickup Truck at Intersolar Show
January 10, 2022
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
Tickers
SPI
SPI Energy's EdisonFuture to Show Upcoming EVs at Consumer Electronics Show
December 13, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
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Tickers
SPI
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