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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)
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Back Dated Performance Reports
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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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Articles published by SPI Energy Co., Ltd.
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SPI’s Phoenix Motorcars Secures Long-Term Supply Agreement with Leading Global Battery Manufacturer
December 09, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Acquires 140,000 sq. ft. Sunergy PV Solar Plant in Sacramento, California
December 06, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Bankruptcy
Economy
Electric Vehicles
Tickers
SPI
SPI’s Phoenix Motorcars Division Appoints Former General Motors Technical Specialist as SVP Autonomous Driving
November 30, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Issues $4.21 Million 10% Convertible Promissory Note with $20 per Share Conversion Price
November 16, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Regulatory Compliance
Tickers
SPI
SPI Energy Reports Net Sales Up 41% Year-Over-Year to $79.4 million in First Half of 2021
November 08, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Relocates Corporate Headquarters to Santa Clara, California
November 05, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s EdisonFuture to Debut Its Next Generation Solar-Electric Pickup Truck and Utility Van at the LA Auto Show in November
October 21, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Issues $4.21 Million 10% Convertible Promissory Note with $20 per Share Conversion Price
October 04, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Regulatory Compliance
Tickers
SPI
SPI’s EdisonFuture Subsidiary Accelerates RideZoomers Electric Scooter Rollout with Addition of New Amazon Store
September 30, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI's Phoenix Motorcars Launches Long-Life Cycle Lithium-ion Electric Forklift
September 21, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s SolarJuice Receives Volume Order
September 17, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
Phoenix Motorcars Showcases Third Generation All-Electric Box Truck at the Harbor Trucking Association DrayTECH Show
September 14, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy’s EdisonFuture Introduces Next Generation All-Electric Solar Delivery Van
September 13, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s Solar4America Appoints Former Sunrun Executive as its New SVP of Consumer Business
September 10, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Celebrates Roll-out of First Prototype of EdisonFuture Electric Pickup Truck - EF1-T
September 09, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Intellectual Property
Tickers
SPI
SPI Energy Launches Amazon Store for its Expanding Solar4America Branded Product Portfolio
September 07, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Energy
Tickers
SPI
SPI's Subsidiary RideZoomers Launches Zoomer 2 To The Market
September 02, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI's Subsidiary RideZoomers Enhances Electric Scooter Inventory and Customer Service for Accelerating 2021 Sales Growth
September 01, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy Files Design Patent for Solar Retractable Roof in EdisonFuture Electric Pickup
August 30, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy's Phoenix Motorcars’ Surpass 3.0 Million All-Electric Mile Milestone for Its Vehicles
August 26, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s Orange Power Subsidiary Secures Loan Financing for 718 kW Solar Carport Project in Hawaii
August 24, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's Phoenix Motorcars Expands R&D and Production Capabilities with Move to Larger Facility in Anaheim, CA
August 23, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Economy
Electric Vehicles
Emissions
Tickers
SPI
SPI Energy Strengthens Solar4America Team with Appointment of Former Tesla/Solar City Sales Director to VP of Sales and Franchise Development
August 16, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy to Present at the Q3 Virtual Investor Summit
August 12, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
Phoenix Motorcars to Showcase Electric Shuttle Bus, Truck and EV Charging Solutions at ACT Expo
August 11, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Appoints 30+ Year Finance and Law Veteran Randolph Conone as SVP Investor Relations and Finance
July 19, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy's EdisonFuture Launches Next Generation Electric Pickup Truck
July 12, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Intellectual Property
Tickers
SPI
SPI Energy’s EdisonFuture Enters Electric Scooter Market with Acquisition of Shared Technologies Assets
July 01, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Energy’s SolarJuice Celebrates Milestone of Surpassing 2GW of String Inverter Sales in Australia
June 30, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Tickers
SPI
SPI Appoints 20+ Year Finance Veteran Janet Jie Chen as CFO
June 24, 2021
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Initial Public Offering
Regulatory Compliance
Tickers
SPI
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