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TSL's Turnkey Operation Platform
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home
about us
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Firm ADV PDFs
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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
Market Value Securities (MVS)
MVS Program
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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
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Shoals Technologies Group, Inc. - Class A Common Stock
(NQ:
SHLS
)
9.210
+0.020 (+0.22%)
Streaming Delayed Price
Updated: 4:00 PM EST, Dec 26, 2025
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Analyzing Shoals Technologies Gr's Unusual Options Activity
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August 10, 2021
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Commerce bid rejection for solar tariffs seen as negative for First Solar
↗
November 11, 2021
Roth Capital says checks suggest the rejection increases the probability of the Section 201 extension in January/February.
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Shoals Technologies Group, Inc. (SHLS) Q3 2021 Earnings Call Transcript
↗
November 10, 2021
SHLS earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
This Electric Tech Stock Is Significantly Lowering the Costs of Labor
↗
November 03, 2021
Shoals Technologies has figured out a way to build electrical systems that can be installed without an electrician.
Via
The Motley Fool
Benzinga's Top Ratings Upgrades, Downgrades For October 20, 2021
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Shoals Technologies Group, Inc. (SHLS) Q2 2021 Earnings Call Transcript
↗
August 11, 2021
SHLS earnings call for the period ending June 30, 2021.
Via
The Motley Fool
Topics
Earnings
Shoals Technologies Raises $235M Via Secondary Equity Offering At 1.4% Discount
↗
July 15, 2021
Shoals Technologies Group, Inc (NASDAQ: SHLS) priced 13.4 million shares at $28 per share in a secondary public offering. The offer price signifies a 1.4% discount...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For October 15, 2021
↗
October 15, 2021
Upgrades B of A Securities upgraded the previous rating for WEC Energy Group Inc (NYSE:
Via
Benzinga
Why Shoals Technologies Stock Dived by 14% on Tuesday
↗
July 13, 2021
Hint: the reason starts with the letter D.
Via
The Motley Fool
64 Biggest Movers From Yesterday
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July 14, 2021
Gainers Allied Healthcare Products, Inc. (NASDAQ: AHPI) shares climbed 128.8% to settle at $9.06 on Tuesday. Red Cat Holdings, Inc. (NASDAQ: RCAT) surged 60.3% to settle at $4.76...
Via
Benzinga
Shoals Technologies Seeks To Raise Capital Via Secondary Equity Offering Of 13.4M Shares
↗
July 13, 2021
Shoals Technologies Group Inc (NASDAQ: SHLS) offered 13.38 million shares in a secondary equity offering. It includes 4.99 million shares offered by certain selling...
Via
Benzinga
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June 30, 2021
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Benzinga's Top Ratings Upgrades, Downgrades For May 24, 2021
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May 24, 2021
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Goldman Sachs Says Buy The Dip In Solar Stocks, Upgrades SolarEdge & Shoals Technologies
↗
May 20, 2021
Solar stocks have taken a beating in the past three months, but one analyst says now is the time to buy the dip in Shoals Technologies Group Inc (NASDAQ: SHLS) and Solaredge...
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For May 20, 2021
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May 20, 2021
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Earnings Scheduled For May 3, 2021
↗
May 03, 2021
Companies Reporting Before The Bell • Scienjoy Holding (NASDAQ:SJ) is estimated to report quarterly earnings at $0.58 per share on revenue of $540.11 million. •...
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Benzinga
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