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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
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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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All News about SPI Energy Co., Ltd. - Ordinary Shares
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SPI Energy to Participate at the 35th Annual Roth Conference
March 08, 2023
Via
ACCESSWIRE
SPI’s Solar4America Showcases its American-Made 550W(M10) Solar Modules in a Ground Mount C&I Project in Ohio
March 06, 2023
Via
ACCESSWIRE
SPI’s Solar4America Showcasing American-made Solar Modules at RE+ Northeast in Boston
February 14, 2023
Via
ACCESSWIRE
SPI Energy Updates 2023 Outlook: Expects $29M-$36M Net Profit for Full Year
February 06, 2023
Via
ACCESSWIRE
SPI's Orange Power and SPI Solar Subsidiaries Produced 55.9 Million Kilowatt Hours of Renewable Energy in 2022
February 02, 2023
Via
ACCESSWIRE
SPI Energy's SEM Wafertech Subsidiary Appoints Leading Silicon Wafer Industry Expert as CTO
January 24, 2023
Via
ACCESSWIRE
SPI Energy Provides Updated Guidance for 2022 and Outlook for 2023
January 17, 2023
Via
ACCESSWIRE
SPI's Solar4America Launches American-Made 550W (M10) Solar Modules for Commercial and Industrial Markets
January 12, 2023
Via
ACCESSWIRE
SPI Energy Accelerates Growth of Solar Module Manufacturing Capacity to Meet Strong Demand
September 13, 2022
Via
ACCESSWIRE
SPI's Solar4America Showcasing American-Made Solar Modules at Intersolar North America 2023
January 30, 2023
Via
ACCESSWIRE
Alphabet To Rally Around 37%? Here Are 10 Other Analyst Forecasts For Wednesday
↗
January 18, 2023
Morgan Stanley cut the price target for IBM (NYSE: IBM) from $152 to $148. Morgan Stanley analyst Erik Woodring downgraded the stock from Overweight to Equal-Weight. IBM shares fell 2.3% to $141.80 in...
Via
Benzinga
SPI's Solar4America to Showcase its American-made Solar Modules at the Community Solar Power Summit in San Diego
January 11, 2023
Via
ACCESSWIRE
SPI's Solar 4 America Begins Manufacturing and Delivering First US-Made M10 Solar Modules from its New State-of-the-Art Fully Automated Production Line in Sacramento
January 09, 2023
Via
ACCESSWIRE
SPI Energy to Present at the H.C. Wainwright Annual Global Investment Conference
September 08, 2022
Via
ACCESSWIRE
SPI Energy Hosting Two Booths at RE+ Solar
September 01, 2022
Via
ACCESSWIRE
Stocks That Hit 52-Week Lows On Thursday
↗
December 29, 2022
On Thursday, 116 companies set new 52-week lows.
Via
Benzinga
Why Minerva Surgical Shares Are Trading Higher By 166%; Here Are 26 Stocks Moving Premarket
↗
December 28, 2022
Gainers Minerva Surgical, Inc. (NASDAQ: UTRS) shares rose 166% to $0.4327 in pre-market trading after the company reported a $30 million private placement of common stock led by Accelmed Partners.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
December 28, 2022
On Wednesday, 258 companies hit new 52-week lows.
Via
Benzinga
Solarjuice Technology Secures Two Provisional Patents for Solar Module Manufacturing
December 28, 2022
Via
ACCESSWIRE
Why Tuesday Morning Shares Are Trading Lower By 38%; Here Are 31 Stocks Moving Premarket
↗
December 27, 2022
Gainers Neptune Wellness Solutions Inc. (NASDAQ: NEPT) shares rose 106.9% to $0.5482 in pre-market trading on heavy volume.
Via
Benzinga
SPI Energy Completes Private Placement of Ordinary Shares Totaling US$ 1.16 Million
December 23, 2022
Via
ACCESSWIRE
SPI Energy Reports Third Quarter 2022 Financial Results
November 14, 2022
Via
ACCESSWIRE
Solarjuice/Solar4America Showing American Made Solar Modules at All Energy Australia Exhibition & Conference
October 26, 2022
Via
ACCESSWIRE
SPI Energy Launches New Solar Wafer Manufacturing Business in the United States
September 15, 2022
Via
ACCESSWIRE
Solar4America Hires Sales Leader Franz Feuerherdt, with 15+ Years of Industry Sales Experience, To Lead Solar Module Sales Nationwide
September 12, 2022
Via
ACCESSWIRE
SPI's SolarJuice Australia and Wallbox Cooperation Announcement
September 09, 2022
Via
ACCESSWIRE
Why Hill International Is Trading Higher By 15%; Here Are 30 Stocks Moving Premarket
↗
August 29, 2022
Gainers NewAge, Inc. (NASDAQ: NBEV) shares rose 19.7% to $0.2432 in pre-market trading. NewAge recently received Nasdaq notice on late filing of its form 10-Q.
Via
Benzinga
SPI Energy’s Solar4America & Krannich Solar USA Announce Partnership
August 25, 2022
Via
ACCESSWIRE
SPI Energy Signs Letter of Intent for 1.5GW Solar Wafer Manufacturing Equipment for USA Manufacturing
August 23, 2022
Via
ACCESSWIRE
SPI Energy's Solar4America to Showcase American Made Solar Modules at Energy Expo 2022
August 18, 2022
Via
ACCESSWIRE
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