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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
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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
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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
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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
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Total Asset Fund (TAF)
TAF® Program
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Additional Information
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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MoneyLion Inc. Class A Common Stock
(NY:
ML
)
85.90
UNCHANGED
Last Price
Updated: 7:00 PM EDT, Apr 16, 2025
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All News about MoneyLion Inc. Class A Common Stock
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Fintech's Next Big Move – How MoneyLion Is Leading The Charge In Embedded Finance
January 03, 2024
As we close out 2023, it's important to reflect on the biggest fintech trends that shaped this year. At its core, fintech is instrumental in creating solution-driven models that expand upon the more...
Via
Benzinga
MoneyLion to Participate in Needham’s 26th Annual Growth Conference
December 28, 2023
From
MoneyLion Inc.
Via
Business Wire
Top Stock Picks For Week Of December 25, 2023
December 27, 2023
MoneyLion Inc. is a data-driven, digital financial platform. Insulet Corporation is a leading developer, manufacturer, and marketer of the Omnipod Insulin Management System.
Via
Talk Markets
MicroMarvel: MoneyLion
December 27, 2023
MoneyLion Inc. provides a digital financial platform. The company's platform offers access to banking, borrowing, and investing solutions for customers.
Via
Talk Markets
3 Growth Stocks to Buy BEFORE the New Year’s Eve Ball Drop
December 26, 2023
Now is the time to scoop up promising growth stocks that have endured a punishing bear market but have promising futures.
Via
InvestorPlace
MoneyLion Inc. (NYSE: ML) Making Surprising Moves in Friday Session
December 22, 2023
Via
Investor Brand Network
MoneyLion Inc. (NYSE: ML) is a Stock Spotlight on 12/21
December 21, 2023
Via
Investor Brand Network
MoneyLion Inc. (NYSE: ML) is a Stock Spotlight on 12/7
December 07, 2023
Via
Investor Brand Network
Why AAR Shares Are Trading Lower By 7%? Here Are Other Stocks Moving In Friday's Mid-Day Session
December 22, 2023
Shares of AAR Corp. (NYSE: AIR) fell during Friday’s session after the company reported mixed second-quarter financial results.
Via
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
U.S. stocks traded higher, with the Dow Jones index gaining around 50 points on Friday. Shares of Karuna Therapeutics, Inc. (NASDAQ: KRTX) rose sharply during Friday’s session following acquisition...
Via
Benzinga
Topics
Stocks
MoneyLion Inc. (NYSE: ML) is a Stock Spotlight on 12/5
December 05, 2023
Via
Investor Brand Network
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
U.S. stocks traded higher, with the Dow Jones index gaining around 50 points on Tuesday.
Via
Benzinga
Topics
Stocks
MoneyLion, Bubba Wallace, Tyler Reddick and 23XI Racing Partner in Thanksgiving Food Donation Giveaway
November 28, 2023
From
MoneyLion Inc.
Via
Business Wire
MoneyLion Wins “Best Financial Literacy Tool” at Benzinga’s 2023 Global Fintech Awards
November 21, 2023
From
MoneyLion Inc.
Via
Business Wire
Top 5 Financial Stocks That Could Sink Your Portfolio In Q4
November 16, 2023
As of Nov. 16, 2023, five stocks in the financial sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
Via
Benzinga
EXCLUSIVE: Bear Market Trends Are Transforming 'Day Traders Into Long-Term Investors'
November 13, 2023
Amid changing market dynamics, retail investors are increasingly adopting long-term investment strategies, driven by enhanced financial literacy and guidance from trading platforms.
Via
Benzinga
MoneyLion Announces Third Quarter 2023 Results
November 07, 2023
From
MoneyLion Inc.
Via
Business Wire
MoneyLion to Announce Third Quarter 2023 Financial Results on Tuesday, November 7, 2023
October 10, 2023
From
MoneyLion Inc.
Via
Business Wire
Top 5 Financial Stocks You May Want To Dump In September
September 05, 2023
The most overbought stocks in the financial sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
3 Small-Cap Stocks to Sell in September Before They Crash & Burn
September 04, 2023
A lot of speculative companies enjoyed strong rallies in the summer. Sell these three small-cap stocks before it's too late.
Via
InvestorPlace
Fintech MoneyLion (NYSE: ML) Reports Growth In Q2 2023 Earnings, Surpasses Guidance Fueled By Combined Consumer & Enterprise Ecosystem
August 14, 2023
--News Direct--
Via
News Direct
Fintech MoneyLion (NYSE: ML) Reports Growth In Q2 2023 Earnings, Surpasses Guidance Fueled By Combined Consumer & Enterprise Ecosystem
August 11, 2023
MoneyLion (NYSE: ML) is a leader in financial technology and embedded finance that has received multiple awards for its services, including the 2019 Fintech Award For Innovation In Personal
Via
Benzinga
MoneyLion Teams Up With Bubba Wallace and 23XI Racing to Drive Back-To-School Change
August 10, 2023
From
MoneyLion Inc.
Via
Business Wire
Earnings Scheduled For August 10, 2023
August 10, 2023
Companies Reporting Before The Bell • IDEX Biometrics (NASDAQ:IDBA) is estimated to report quarterly loss at $0.39 per share on revenue of $1.60 million.
Via
Benzinga
MoneyLion Announces Second Quarter 2023 Results
August 08, 2023
From
MoneyLion Inc.
Via
Business Wire
MoneyLion to Participate in the Oppenheimer 26th Annual Technology, Internet & Communications Conference
August 01, 2023
From
MoneyLion Inc.
Via
Business Wire
MoneyLion to Announce Second Quarter 2023 Financial Results on Tuesday, August 8, 2023
July 18, 2023
From
MoneyLion Inc.
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For July 27, 2023
July 27, 2023
Via
Benzinga
MoneyLion Teams Up with A.I. Ben Franklin to Declare the Summer of Financial Freedom
July 07, 2023
From
MoneyLion Inc.
Via
Business Wire
11 Financials Stocks Moving In Friday's Pre-Market Session
June 30, 2023
Via
Benzinga
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