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home
about us
Investment Approach
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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
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
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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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Interactive Brokers Group, Inc. - Class A Common Stock
(NQ:
IBKR
)
84.15
+0.70 (+0.84%)
Streaming Delayed Price
Updated: 3:06 PM EDT, May 20, 2026
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All News about Interactive Brokers Group, Inc. - Class A Common Stock
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Interactive Brokers Stock Jumps 10% After Q2 Earnings Beat Expectations
↗
July 18, 2025
Interactive Brokers Group Inc. saw its shares surge 10% on Friday following the release of its second-quarter 2025 earnings, which exceeded Wall Street expectations on both revenue and profit.
Via
Talk Markets
Topics
Earnings
Square Parent Block Jumps On S&P 500 News; Robinhood Snubbed Yet Again
↗
July 18, 2025
The Square parent will join the benchmark index before Wednesday's open.
Via
Investor's Business Daily
Topics
Artificial Intelligence
Stocks
Why Interactive Brokers Stock Popped on Friday
↗
July 18, 2025
Does Interactive Brokers stock cost too much?
Via
The Motley Fool
Topics
Earnings
Interactive Brokers Sets Revenue Record
↗
July 18, 2025
Via
The Motley Fool
Topics
ETFs
Interactive Brokers Stock Gains Premarket After Q2 Earnings Beat, Founder Sees No Roadblocks To Market Rally
↗
July 18, 2025
Via
Stocktwits
Topics
Earnings
Stocks Slip As Netflix Fails To Impress, Bitcoin Eyes Negative Week: What's Moving Markets Friday?
↗
July 18, 2025
It’s a cautious end to the week on Wall Street, as earnings from Netflix Inc. (NASDAQ:NFLX) failed to impress investors.
Via
Benzinga
Interactive Brokers Stock Is Trading Higher Friday: What's Going On?
↗
July 18, 2025
Via
Benzinga
Independent Bank Posts Upbeat Earnings, Joins Blaize Holdings, Interactive Brokers Group And Other Big Stocks Moving Higher On Friday
↗
July 18, 2025
U.S. stocks were mixed, with the Dow Jones index falling around 50 points on Friday.
Via
Benzinga
Topics
Stocks
7 Analysts Have This To Say About Interactive Brokers Group
↗
July 18, 2025
Via
Benzinga
Dow Futures Edge Higher As Strong Earnings Boost Investor Confidence: AXP, NFLX, IBKR, GSK Among Stocks To Watch
↗
July 18, 2025
While Dow Jones futures were up 0.07% at the time of writing, the S&P 500 futures were up 0.03%.
Via
Stocktwits
Topics
ETFs
Economy
Government
Here Are My Top 3 Fintech Growth Stocks to Buy Now
↗
July 18, 2025
Via
The Motley Fool
Topics
Bonds
Why Interactive Brokers Group Shares Are Trading Higher By 5%; Here Are 20 Stocks Moving Premarket
↗
July 18, 2025
Via
Benzinga
US Stocks Likely To Open Higher After Scaling Record Close: American Express, 3M, Charles Schwab Earnings In Focus
↗
July 18, 2025
U.S. stock futures were positive on Friday after ending higher on Thursday. Futures of major benchmark indices were higher.
Via
Benzinga
Netflix, American Express And 3 Stocks To Watch Heading Into Friday
↗
July 18, 2025
Via
Benzinga
IBKR Q2 2025 Earnings Call Transcript
↗
July 17, 2025
Via
The Motley Fool
Topics
Earnings
Economy
Regulatory Compliance
Interactive Brokers Stock Rallies After Q2 Earnings Report: Here's Why
↗
July 17, 2025
Here's a look at the Q2 earnings report from Interactive Brokers.
Via
Benzinga
Schwab, Interactive Brokers Earnings On Tap; Crypto News Coming?
↗
July 17, 2025
Rival online broker Charles Schwab reports early Friday with possible crypto news.
Via
Investor's Business Daily
Interactive Brokers Group Announces 2Q2025 Results
July 17, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
↗
July 17, 2025
Via
Benzinga
Earnings Scheduled For July 17, 2025
↗
July 17, 2025
Via
Benzinga
An Overview of Interactive Brokers Gr's Earnings
↗
July 16, 2025
Via
Benzinga
Interactive Brokers Unveils Investment Themes Tool to Turn Market Trends into Smarter Trades
July 16, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Wall Street's Premier Stock-Split Stocks of 2025 Have Gained Up to 137,000% Since Their IPOs and Show No Signs of Slowing Down
↗
July 15, 2025
Three sensational companies have completed stock splits this year -- one of which has split nine times in 38 years.
Via
The Motley Fool
Topics
Artificial Intelligence
Initial Public Offering
2 Stocks I'm Still Holding for the Next Decade
↗
July 14, 2025
These two stocks can grow consistently for a long time.
Via
The Motley Fool
10 Financials Stocks With Whale Alerts In Today's Session
↗
July 14, 2025
Via
Benzinga
These Are the 5 Hottest Stocks On Interactive Brokers
↗
July 13, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Option Wheel Strategy: How to Earn Monthly Income Trading Options
July 10, 2025
The search for consistent, predictable income is a constant for investors in both bull and bear markets. While traditional dividend stocks and bonds are reliable tools, a lesser-known but increasingly...
Via
MarketMinute
Topics
Bonds
Retirement
Interactive Brokers Debuts IBKR InvestMentor – A Free Microlearning App to Educate the Next Generation of Investors
July 10, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Datadog Stock Surges On S&P 500 Inclusion
↗
July 02, 2025
Datadog Inc (NASDAQ:DDOG) shares are trading higher in Wednesday's after-hours session after it was announced that the company will join the S&P 500.
Via
Benzinga
Topics
Stocks
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for June 2025, includes Reg.-NMS Execution Statistics
July 01, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
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