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about us
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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
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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
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Back Dated Performance Reports
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TAV Program
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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
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Fees & Compensation
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Financial Planning
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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
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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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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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Shares of software maker Samsara rose over 7% in the stock's trading debut following a $805 million IPO. The company is the pioneer of the Connected Operations Cloud, which allows businesses to develop...
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SPI Energy's EdisonFuture to Show Upcoming EVs at Consumer Electronics Show
December 13, 2021
ANAHEIM, CA / ACCESSWIRE / December 13, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy company and provider of solar storage and electric vehicle...
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December 09, 2021
Gainers American Virtual Cloud (NASDAQ:AVCT) shares moved upwards by 33.0% to $1.37 during Thursday's pre-market session. The company's market cap stands at $93.1...
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SPI’s Phoenix Motorcars Secures Long-Term Supply Agreement with Leading Global Battery Manufacturer
December 09, 2021
SANTA CLARA, CA / ACCESSWIRE / December 9, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy company and provider of solar storage and electric vehicle...
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SPI Energy Acquires 140,000 sq. ft. Sunergy PV Solar Plant in Sacramento, California
December 06, 2021
SANTA CLARA, CA / ACCESSWIRE / December 6, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy company and provider of solar storage and electric vehicle...
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SPI’s Phoenix Motorcars Division Appoints Former General Motors Technical Specialist as SVP Autonomous Driving
November 30, 2021
SANTA CLARA, CA / ACCESSWIRE / November 30, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy company and provider of solar storage and electric...
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Topics
Electric Vehicles
10 Information Technology Stocks Moving In Monday's Pre-Market Session
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November 29, 2021
Gainers SeaChange International (NASDAQ:SEAC) shares increased by 15.92% to $0.91 during Monday's pre-market session. The market value of their outstanding shares is...
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12 Information Technology Stocks Moving In Tuesday's Pre-Market Session
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November 23, 2021
Gainers QIWI (NASDAQ:QIWI) shares moved upwards by 6.99% to $8.26 during Tuesday's pre-market session. The market value of their outstanding shares is at $515.6...
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EV Startup EdisonFuture Unveils Tesla-Cybertruck-Like Solar Pickup
↗
November 22, 2021
SPI Energy Co Ltd (NASDAQ: SPI)-owned pre-production electric vehicle startup EdisonFuture Inc unveiled a solar-powered pickup truck last week at the LA Auto Show. What Happened:...
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12 Information Technology Stocks Moving In Friday's Intraday Session
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November 19, 2021
Gainers AvidXchange Holdings (NASDAQ:AVDX) stock rose 12.73% to $26.47 during Friday's regular session. The market value of their outstanding shares is at $5.1 billion...
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12 Information Technology Stocks Moving In Thursday's Intraday Session
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November 18, 2021
Gainers Alpine 4 Holdings (NASDAQ:ALPP) shares rose 21.47% to $3.54 during Thursday's regular session. As of 12:30 EST, this security is trading at a volume of 6.7...
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61 Biggest Movers From Yesterday
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November 18, 2021
Gainers Sono Group N.V. (NASDAQ: SEV) shares climbed 154.7% to close at $38.20 on Wednesday after the company priced its IPO at $15 per share. Braze, Inc. (NASDAQ: BRZE) jumped...
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SPI Stock Is Surging Today Thanks to a Big Electric Vehicle Catalyst
↗
November 17, 2021
The EF1-T e-pickup truck is set to debut tomorrow during LA's auto show. Investors in SPI stock are pushing up the price by 17% today.
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LA Auto Show 2021: 5 Stocks That Could Get an EV Debut Boost
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The LA Auto Show 2021 is about to take off, and it is poised to help these EV stocks do the same. Here are the names to watch.
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12 Information Technology Stocks Moving In Wednesday's Intraday Session
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Gainers Aurora Mobile (NASDAQ:JG) shares m...
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42 Stocks Moving In Wednesday's Mid-Day Session
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November 17, 2021
Gainers Sono Group N.V. (NASDAQ: SEV) shares jumped 66% to $24.90 after the company priced its IPO at $15 per share. EyePoint Pharmaceuticals, Inc. (NASDAQ: EYPT) shares climbed...
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12 Information Technology Stocks Moving In Wednesday's Pre-Market Session
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November 17, 2021
Gainers SPI Energy (NASDAQ:SPI) shares rose 13.0% to $6.95 during Wednesday's pre-market session. The market value of their outstanding shares is at $165.8 million....
Via
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Wednesday
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November 17, 2021
Good morning, trader! We're halfway through the week and with that comes a look at the biggest pre-market stock movers for Wednesday!
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25 Stocks Moving in Wednesday's Pre-Market Session
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November 17, 2021
Gainers 17 Education & Technology Group Inc. (NASDAQ: YQ) rose 283.5% to $3.16 in pre-market trading. 17 Education & Technology, earlier during the month, reported a $10...
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SPI Energy Issues $4.21 Million 10% Convertible Promissory Note with $20 per Share Conversion Price
November 16, 2021
SANTA CLARA, CA / ACCESSWIRE / November 16, 2021 / SPI Energy Co., Ltd., (NASDAQ:SPI) (the "Company"), a global renewable energy company and provider of solar storage and electric vehicle (EV)...
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Regulatory Compliance
26 Stocks Moving in Monday's Pre-Market Session
↗
November 08, 2021
Gainers Autolus Therapeutics plc (NASDAQ: AUTL) rose 32.6% to $7.37 in pre-market trading. Syncona said Blackstone Life Science will invest $250 million in Autolus. Mainz Biomed...
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SPI Energy Reports Net Sales Up 41% Year-Over-Year to $79.4 million in First Half of 2021
November 08, 2021
Shareholders' equity increased to $47.6 million as of June 30, 2021 SANTA CLARA, CA / ACCESSWIRE / November 8, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global...
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
SPI Energy Relocates Corporate Headquarters to Santa Clara, California
November 05, 2021
New Headquarters ideally situated to support the Company's rapidly growing US solar operations and EV segment SANTA CLARA, CA / ACCESSWIRE / November 5, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the...
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
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
The Company to begin accepting reservations to book orders for EF1-T and EF1-V solar-electric vehicles during the show SANTA CLARA, CA / ACCESSWIRE / October 21, 2021 / SPI Energy Co., Ltd. ("SPI...
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
12 Information Technology Stocks Moving In Wednesday's After-Market Session
↗
October 06, 2021
Gainers MoneyGram (NASDAQ:MGI) stock move...
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SPI Energy Issues $4.21 Million 10% Convertible Promissory Note with $20 per Share Conversion Price
October 04, 2021
SANTA CLARA, CA / ACCESSWIRE / October 4, 2021 / SPI Energy Co., Ltd., (NASDAQ:SPI) (the "Company"), a global renewable energy company and provider of solar storage and electric vehicle (EV) solutions...
From
SPI Energy Co., Ltd.
Via
AccessWire
Topics
Electric Vehicles
Regulatory Compliance
SPI’s EdisonFuture Subsidiary Accelerates RideZoomers Electric Scooter Rollout with Addition of New Amazon Store
September 30, 2021
SANTA CLARA, CA / ACCESSWIRE / September 30, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy company and provider of solar storage and electric...
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AccessWire
Topics
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Benzinga's Top Ratings Upgrades, Downgrades For September 27, 2021
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Upgrades According to Roth Capital, the prior rating for Seelos Therapeutics Inc (NASDAQ:
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Gainers Aehr Test Systems (NASDAQ:
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SPI's Phoenix Motorcars Launches Long-Life Cycle Lithium-ion Electric Forklift
September 21, 2021
Sales now underway with delivery beginning in Q4 2021 ANAHEIM, CA / ACCESSWIRE / September 21, 2021 / SPI Energy Co., Ltd. ("SPI Energy" or the "Company") (NASDAQ:SPI), a global renewable energy...
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SPI Energy Co., Ltd.
Via
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Topics
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