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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
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
Client Information
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
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
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SPI Energy Co., Ltd. - Ordinary Shares
(NQ:
SPI
)
0.7660
UNCHANGED
Last Price
Updated: 4:00 PM EST, Jan 14, 2025
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Press Releases about SPI Energy Co., Ltd. - Ordinary Shares
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SPI Energy Announces Settlement Agreement with SINSIN
January 10, 2025
Via
ACCESSWIRE
SPI Energy Announces Receipt of Nasdaq Delist Determination Notice
October 23, 2024
Via
ACCESSWIRE
SPI Energy's Solar4America Technology to Launch Modules with Origami Solar's U.S.-Based Steel Frames
September 04, 2024
Via
ACCESSWIRE
SPI Energy Announces Receipt of Nasdaq Non-Compliance Notice
August 26, 2024
Via
ACCESSWIRE
SPI Energy Announces Receipt of Nasdaq Non-Compliance Notice
May 21, 2024
Via
ACCESSWIRE
SPI Energy Reports Positive Net Income from Continuing Operations in Q3 2023
November 21, 2023
Via
ACCESSWIRE
SPI Energy Reports Revenue Up 21.1% to $58.9 Million in Q2 2023
August 21, 2023
Via
ACCESSWIRE
SPI Energy Reports Revenue Up 24.4% to $47.9 Million in Q1 2023
May 22, 2023
Via
ACCESSWIRE
SPI Energy Announces Receipt of Nasdaq Non-Compliance Notice
April 22, 2024
Via
ACCESSWIRE
SPI Energy Updates Fiscal 2023 Guidance
January 25, 2024
Via
ACCESSWIRE
SPI Energy's Solar4America presents American-Made Solar Modules & Announces American Solar Cell Production at ISNA/ESNA in San Diego
January 16, 2024
Via
ACCESSWIRE
SPI Announces Adjournment of Annual Meeting of Shareholders Due to Lack of Quorum
December 11, 2023
Via
ACCESSWIRE
SPI Energy Issues $2.2 Million Convertible Promissory Note with $1.10 Per Share Conversion Price
November 29, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America Technology Presenting American-Made Solar Modules at RE+ 2023 in Chicago
November 13, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America Heads to Ft. Lauderdale to Present Products and Plans at RE+ Florida
October 16, 2023
Via
ACCESSWIRE
SPI Energy and Soligenix Interviews to Air on the RedChip Small Stocks Big Money(R) Show on Bloomberg TV
October 13, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America to Provide Update on Manufacturing Expansion Plans at PV CellTech USA
October 02, 2023
Via
ACCESSWIRE
SPI Energy Announces Sale of Majority Stake in Phoenix Motor
September 28, 2023
Via
ACCESSWIRE
SPI Energy's Solarjuice To Participate at the Roth Solar & Storage Symposium
September 07, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America Showing its American-Made Solar Modules at RE+ 2023 in Las Vegas
August 28, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America Showing American-Made Solar Modules at the Energy Expo 2023
August 07, 2023
Via
ACCESSWIRE
SPI Energy’s Solar4America Showing American-Made Solar Modules at RE+ Mid-Atlantic 2023
July 19, 2023
Via
ACCESSWIRE
SPI Energy’s Solar4america Technology Announces N-Type Heterojunction Technology (HJT) Solar Cell Factory in the US
July 12, 2023
Via
ACCESSWIRE
SPI Energy’s Solar4America Showcases US-Made Solar Modules at Wood Mackenzie’s Energy Summit in San Francisco
June 20, 2023
Via
ACCESSWIRE
SPI Energy’s Solar4America Showing American-Made Solar Modules at PV MODULETECH Conference USA 2023
June 01, 2023
Via
ACCESSWIRE
SPI’s Solar4america Announces New 500MW N-Type TOPCon Solar Cell Manufacturing Facility in the US
May 30, 2023
Via
ACCESSWIRE
SPI Energy to Present Virtually at the Investor Summit on June 1st
May 25, 2023
Via
ACCESSWIRE
SPI Energy Signs Agreement to Sell an 18.25MW Community Solar Portfolio in Oregon to Luminace
May 24, 2023
Via
ACCESSWIRE
SPI Energy's Solar4America Showing American-Made Solar Modules at CLEANPOWER 2023
May 16, 2023
Via
ACCESSWIRE
Phoenix Motorcars to Participate in SPI Energy’s Investor Day on May 19
May 11, 2023
From
Phoenix Motor Inc.
Via
Business Wire
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