Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
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
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about ml
Recent news which mentions ml
< Previous
1
2
3
4
Next >
MoneyLion's Earnings: A Preview
March 06, 2024
Tickers
ML
Tags
Benzinga
BZI/EP
ML
From
Benzinga
7 Out-of-the-Spotlight Tech Stocks Ripe for Discovery
February 28, 2024
Tickers
ADEA
HIMX
LTRX
ML
Tags
PLAB
Stocks to Buy
ML
From
InvestorPlace
7 Little-Known Growth Stocks With Triple-Digit Upside Potential
February 27, 2024
Tickers
DLO
EB
GRAB
LI
Tags
GRAB
LI
RELY
From
InvestorPlace
3 Fintech Stocks to Buy to Retire a Millionaire
February 21, 2024
Tickers
ML
STNE
SURG
Tags
Market News
SURG
NYSE:ML,NASDAQ:SURG,NASDAQ:STNE
From
InvestorPlace
3 Stocks to Buy ASAP for a Rate Cut Windfall in 2024
February 07, 2024
Tickers
AEHR
ML
O
TSLA
Tags
ML
Stocks to Buy
AEHR
From
InvestorPlace
Aspen Aerogels Issues Business Update, Joins Plug Power, SunPower And Other Big Stocks Moving Lower On Thursday
January 11, 2024
Tickers
AAOI
AI
AMRN
ASPN
Tags
OPI
WB
Top Losers
From
Benzinga
Top 4 Financial Stocks That May Implode This Quarter
January 05, 2024
Tickers
FSK
ML
NEWS
RSI
Tags
Benzinga
Short Ideas
Small Cap
From
Benzinga
Fintech's Next Big Move – How MoneyLion Is Leading The Charge In Embedded Finance
January 03, 2024
Tickers
ML
Tags
Market News
MoneyLion
Partner Content
From
Benzinga
3 Growth Stocks to Buy BEFORE the New Year’s Eve Ball Drop
December 26, 2023
Tickers
ML
NTES
TOST
Tags
Stocks to Buy
ML
NYSE:ML,NYSE:TOST,NASDAQ:NTES
From
InvestorPlace
Why AAR Shares Are Trading Lower By 7%? Here Are Other Stocks Moving In Friday's Mid-Day Session
December 22, 2023
Tickers
ADN
AIR
ALLO
ALTR
Tags
NTES
CETX
Intraday Update
From
Benzinga
Karuna Therapeutics Jumps Following Takeover By Bristol Myers, Joins Rocket Lab USA, Altair Engineering And Other Big Stocks Moving Higher On Friday
December 22, 2023
Tickers
ALLO
ALTR
ALXO
ANSS
Tags
Markets
Movers
ZIM
From
Benzinga
Blue Bird Posts Upbeat Results, Joins Oil-Dri Corporation of America, Eagle Bulk Shipping And Other Big Stocks Moving Higher On Tuesday
December 12, 2023
Tickers
APPS
BITF
BLBD
BRP
Tags
EGLE
SAVA
BRP
From
Benzinga
Top 5 Financial Stocks That Could Sink Your Portfolio In Q4
November 16, 2023
Tickers
AROW
CAC
ML
NECB
Tags
Market News
News
VEL
From
Benzinga
EXCLUSIVE: Bear Market Trends Are Transforming 'Day Traders Into Long-Term Investors'
November 13, 2023
Tickers
BLK
HOOD
ML
TECH
Tags
Benzinga FinTech
Fintech
BLK
From
Benzinga
The Rise Of Bots In Cannabis: Predictive AI And Its Role In Customizing Consumer Experience
September 05, 2023
Tickers
AI
CCC
ML
Tags
Biotech
News
cannabis industry
From
Benzinga
Top 5 Financial Stocks You May Want To Dump In September
September 05, 2023
Tickers
AFRM
DLO
ML
PAYO
Tags
Markets
ML
Trading Ideas
From
Benzinga
3 Small-Cap Stocks to Sell in September Before They Crash & Burn
September 04, 2023
Tickers
EOSE
ML
TSHA
Tags
Market News
EOSE
Stocks to Sell
From
InvestorPlace
Fintech MoneyLion (NYSE: ML) Reports Growth In Q2 2023 Earnings, Surpasses Guidance Fueled By Combined Consumer & Enterprise Ecosystem
August 11, 2023
Tickers
ML
Tags
MoneyLion
Markets
ML
From
Benzinga
Earnings Scheduled For August 10, 2023
August 10, 2023
Tickers
IVVD
JBI
JYNT
KELYA
Tags
LIQT
OPTN
SFT
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2023
July 27, 2023
Tickers
AURA
BA
BIDU
BIIB
Tags
WIX
NOA
Initiation
From
Benzinga
11 Financials Stocks Moving In Friday's Pre-Market Session
June 30, 2023
Tickers
BHG
FNGD
GPMT
GROW
Tags
ML
Movers
GPMT
From
Benzinga
Oracle's Unanticipated 4% Gap Up - Stellar Earnings Results Drive Stocks To Record-Breaking Highs In The Financial Market
June 13, 2023
Tickers
AI
ML
ORCL
TECH
Tags
Expert Ideas
ORCL
Technicals
From
Benzinga
Recap: MoneyLion Q1 Earnings
May 09, 2023
Tickers
ML
Tags
Market News
Earnings
ML
From
Benzinga
Earnings Preview For MoneyLion
May 08, 2023
Tickers
ML
Tags
Earnings
Market News
BZI/EP
From
Benzinga
12 Financials Stocks Moving In Monday's Intraday Session
May 01, 2023
Tickers
DXF
FRC
LGHL
MDWT
Tags
Market News
TOP
XYF
From
Benzinga
Why IDEAYA Biosciences Shares Are Trading Higher By Around 27%? Here Are Other Stocks Moving In Monday's Mid-Day Session
April 24, 2023
Tickers
ACON
ADTX
AGBA
AI
Tags
SLGG
ZVSA
OTLK
From
Benzinga
Coca-Cola, First Republic Bank And 3 Stocks To Watch Heading Into Monday
April 24, 2023
Tickers
FRC
KO
ML
PKG
Tags
Stocks To Watch
Benzinga
Stocks to Watch
From
Benzinga
12 Financials Stocks Moving In Thursday's Pre-Market Session
April 20, 2023
Tickers
EGBN
FFWM
FNGD
FNGU
Tags
KPLT
NRDS
LGHL
From
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
April 19, 2023
Tickers
MKFG
ML
MLEC
MOFG
Tags
MKFG
PRSO
NDRA
From
Benzinga
MoneyLion CEO Talks Recent Earnings & Aspirations To "Own Culture of Money"
April 17, 2023
Tickers
ML
Tags
Earnings
Penny Stocks
ML
From
Benzinga
< Previous
1
2
3
4
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.