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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
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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Client Contact with Portfolio Manager(s)
Additional Information
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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
)
83.79
+0.34 (+0.41%)
Streaming Delayed Price
Updated: 4:00 PM EDT, May 20, 2026
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$100 Invested In Interactive Brokers Group 5 Years Ago Would Be Worth This Much Today
↗
June 27, 2025
Via
Benzinga
Should You Buy This Stock-Split Stock Disrupting the Brokerage Market?
↗
June 27, 2025
Via
The Motley Fool
Topics
Bonds
3 Notable Stocks Just Split: Which One Could Be the Big Winner?
June 26, 2025
Two major stocks and one emerging software company just split their shares. Which one looks like the best opportunity for big-time upside going forward?
Via
MarketBeat
Interactive Brokers Group to Host Second Quarter Earnings Conference Call
June 26, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
INTERACTIVE BROKERS GRO-CL A (NASDAQ:IBKR) - A Strong Technical Setup With Breakout Potential
↗
June 26, 2025
INTERACTIVE BROKERS (NASDAQ:IBKR) shows strong technicals and a high-quality setup, making it a potential breakout candidate for traders.
Via
Chartmill
Interactive Brokers' Stock Split: Time to Buy Shares?
↗
June 25, 2025
Via
The Motley Fool
Topics
Bonds
Better Stock-Split Stock: Fastenal, O'Reilly Automotive, or Interactive Brokers?
↗
June 25, 2025
Via
The Motley Fool
Price Over Earnings Overview: Interactive Brokers Group
↗
June 23, 2025
Via
Benzinga
The Stock Split Announcement All of Wall Street Is Waiting for Is Back on the Table -- and It's Not Netflix or Costco!
↗
June 22, 2025
This industry-leading business is the only one of its elite peers that hasn't completed a stock split before.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: Wall Street's Latest Stock-Split Stock -- Up 60,120% Year-to-Date -- Is Going to Implode... It's Just a Matter of Time
↗
June 20, 2025
The stock market's newest stock-split stock doesn't pass the sniff test.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
Here's How Much You Would Have Made Owning Interactive Brokers Group Stock In The Last 5 Years
↗
June 19, 2025
Via
Benzinga
Wall Street's Newest Stock-Split Stock -- an $85 Billion Colossus That's Been Unstoppable for 3 Years -- Has Arrived
↗
June 18, 2025
This industry leader, which completed its first-ever stock split, has rallied 271% over the trailing-three-year period.
Via
The Motley Fool
Topics
Artificial Intelligence
Spotify Stock Gets Street-High Price Target
↗
June 17, 2025
Spotify stock received a Street-high price target on Tuesday after the streaming music leader notched an all-time high on Monday.
Via
Investor's Business Daily
What's Driving the Market Sentiment Around Interactive Brokers Group?
↗
June 13, 2025
Via
Benzinga
Stock-Split History Is Being Made Next Week by an Industry-Leading Company That's Gained 400% in Just Over 5 Years
↗
June 13, 2025
A high-octane company outside of the tech sector will be completing its first-ever forward stock split in the coming days.
Via
The Motley Fool
Topics
Artificial Intelligence
Cannabis
New GameStop ETF IGME Raises Eyebrows Amid Surge In Borrow Fees, Settlement Failures: Are ETFs Being Weaponized Against Retail Traders?
↗
June 12, 2025
As a new GameStop Corp. (NYSE: GME) ETF is set to make its debut, retail traders and investors are already calling foul, flagging concerns of market distortion and potential misuse by market...
Via
Benzinga
Topics
ETFs
Interactive Brokers Survey: Bearish on the US, Financial Advisors Increase Allocation to Global Investments
June 10, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
eToro Stock Catches Retail Buzz As Multiple Analysts Launch Coverage With ‘Buy’ Calls
↗
June 10, 2025
Goldman Sachs analysts noted that eToro separates itself from competitors through its extensive geographic reach and diverse product range.
Via
Stocktwits
Topics
Initial Public Offering
Interactive Brokers Stock Slips After Citi Downgrade, Missing Out S&P 500 Inclusion: Retail Says ‘Oversold’
↗
June 10, 2025
Citi analysts reportedly stated that the shares are trading near the upper end of their historical valuation range, following recent strength.
Via
Stocktwits
Topics
Government
Stocks
World Trade
Wall Street Losing Its Global Appeal? Tariff Rally Fails To Lure Back Asian Traders
↗
June 10, 2025
The Vanguard Total International Stock Index Fund ETF Shares, an ETF that tracks a benchmark index comprising global stocks, excluding the U.S., is up 16% year-to-date compared to the S&P 500’s 2.1%...
Via
Stocktwits
Topics
ETFs
Government
Stocks
This Tesla Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Monday
↗
June 09, 2025
Via
Benzinga
Trump's Policies Power 'Bro Billionaires' While Main Street Stocks Lag, BofA's Hartnett Says
↗
June 09, 2025
A sharp divide is emerging on Wall Street. Bank of America's strategist Michael Hartnett says that President Donald Trump‘s economic policies are lifting capital-rich tech giants rather than...
Via
Benzinga
Topics
Government
No S&P 500 Stock Changes In Quarterly Rebalance; Robinhood Is The Biggest Snub
↗
June 06, 2025
S&P Dow Jones Indices made no S&P 500 changes late Friday.
Via
Investor's Business Daily
Topics
Stocks
Why AI Stock AppLovin Powered Past the Market on Wednesday
↗
June 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
Stocks
Here's How Much $100 Invested In Interactive Brokers Group 5 Years Ago Would Be Worth Today
↗
June 04, 2025
Via
Benzinga
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2025, includes Reg.-NMS Execution Statistics
June 02, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group to Present at Piper Sandler Global Exchange & Trading Conference
May 29, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Jim Cramer Praises Defense Contractor As 'Great Deal,' Says Buy Interactive Brokers Too
↗
May 29, 2025
Via
Benzinga
AssetSwap.AI, Pioneer of Vibe Trading, Unveils the AI Financial Layer for the Future of Smart Finance
May 28, 2025
Via
GlobePRwire
Topics
Artificial Intelligence
Wall Street's Biggest Stock-Split Stock of 2025 Is All Systems Go 2 Weeks From Today
↗
May 27, 2025
Shares of this company have soared by almost 58,000% since it went public in 1993.
Via
The Motley Fool
Topics
Artificial Intelligence
Economy
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