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Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
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Default Rates
Yield Difference
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TSL’s Turnkey Operation Platform
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Maturity Risk
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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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TAF sm Program
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EVENTS
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Event Schedule
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TAF
Event Schedule
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Read FULL Seminar Here
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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
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Inter & Co. Inc. - Class A Common Shares
(NQ:
INTR
)
8.375
-0.095 (-1.12%)
Streaming Delayed Price
Updated: 11:04 AM EST, Jan 14, 2026
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Top 4 Materials Stocks That May Fall Off A Cliff This Quarter
↗
May 26, 2023
The most overbought stocks in the materials sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Inter&Co Wins Two IFLR Americas 2023 Awards Recognizing Legal Innovation
May 22, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Top 5 Materials Stocks That May Collapse This Month
↗
May 15, 2023
The most overbought stocks in the materials sector presents an opportunity to go short on these overvalued companies.
Via
Benzinga
Inter&Co Announces that FINRA Approved Inter&CO Securities LLC to Operate as a US Broker During Nasdaq’s Opening Bell Ceremony
May 12, 2023
Inter can now offer a diverse range of international investment products to over 26 million customers, including fixed income assets, funds, managed portfolios, and advisory services
From
Inter&Co, Inc
Via
GlobeNewswire
Unity Software, Tapestry, CIRCOR International And Other Big Stocks Moving Higher On Thursday
↗
May 11, 2023
U.S. stocks traded lower, with the Dow Jones dropping more than 300 points on Thursday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Inter&Co, Inc Reports First Quarter 2023 Financial Results
May 08, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Inter&Co, Inc Reports Fourth Quarter and Full Year 2022 Financial Results
March 13, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Stocks That Hit 52-Week Lows On Tuesday
↗
March 14, 2023
Tuesday's morning session saw 84 companies set new 52-week lows.
Via
Benzinga
Inter&Co does not have exposure to Silicon Valley Bank
March 13, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Mesoblast, Arlo Technologies, CPI Card Group And Other Big Stocks Moving Higher On Wednesday
↗
March 08, 2023
U.S. stocks traded mixed, with the Nasdaq Composite gaining around 30 points on Wednesday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Inter&Co Announces New Members to Its Board of Directors
February 16, 2023
Antonio Kandir, Lorival Luz and Todd Chapman join Inter&Co’s Board of Directors
From
Inter&Co, Inc
Via
GlobeNewswire
Inter&Co: What's The Key To This Super-App's Super Success?
↗
February 14, 2023
Helena Caldeira, CFO of Inter&Co, Inc. (NASDAQ: INTR), was recently interviewed by Benzinga.
Via
Benzinga
Inter&Co Acquires YellowFi to Expand its Product Offering in the US
February 07, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Inter&Co Stock Liquidity Update
February 01, 2023
From
Inter&Co, Inc
Via
GlobeNewswire
Why AppTech Payments Are Trading Lower By Over 25%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
January 31, 2023
Gainers
Via
Benzinga
General Motors, Spotify, A. O. Smith And Other Big Stocks Moving Higher On Tuesday
↗
January 31, 2023
U.S. stocks traded higher, with the Nasdaq Composite gaining over 100 points on Tuesday. Here are some big stocks recording lgainsosses in today’s session.
Via
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For January 31, 2023
↗
January 31, 2023
Via
Benzinga
Baidu To Rally 30%? Here Are 10 Other Analyst Forecasts For Tuesday
↗
January 31, 2023
Needham cut the price target for Silicom Ltd. (NASDAQ: SILC) from $65 to $58. Needham analyst Alex Henderson maintained a Buy rating. Silicom shares fell 14.8% to close at $41.37 on Monday.
Via
Benzinga
Inter Is Making Banking Simpler For Brazilian And Latinx Immigrants
↗
January 17, 2023
For millions of Americans, accessibility to banking institutions is a given, but for many underserved communities, banking is not as accessible and its lack can negatively impact financial prospects.
Via
Benzinga
Embedded Finance Is Fast Becoming A Viable Alternative To Traditional Banking For Many Financial Services
↗
January 10, 2023
It may now be less necessary for Americans to rely on a bank to succeed financially. As e-commerce grows and digital products become more available, embedded finance has become an option for consumers...
Via
Benzinga
Why Horizon Global Shares Are Trading Higher By Over 340%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
↗
January 03, 2023
Gainers Horizon Global Corporation (NYSE: HZN) shares surged 341% to $1.7161 after the company announced it will be acquired by First Brands Group.
Via
Benzinga
PDS Biotechnology, Pulmonx, Tesla And Some Other Big Stocks Moving Lower On Tuesday
↗
January 03, 2023
U.S. stocks traded lower, with the Nasdaq Composite dropping around 50 points on Tuesday. Here are some big stocks recording losses in today’s session.
Via
Benzinga
Wall Street Starts 2023 On Positive Note
↗
January 03, 2023
U.S. stocks traded higher this morning, with the Dow Jones gaining around 200 points on Tuesday.
Via
Benzinga
Nasdaq Down 100 Points; Kala Pharmaceuticals Shares Spike Higher
↗
December 28, 2022
U.S. stocks traded lower toward the end of trading, with the Nasdaq Composite dropping around 100 points on Wednesday.
Via
Benzinga
AMC Preferred Equity Units, Accolade And Some Other Big Stocks Moving Higher On Friday
↗
December 23, 2022
U.S. stocks traded mixed, with the Dow Jones gaining over 50 points on Friday. Here are some big stocks recording gains in today’s session.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
December 14, 2022
On Wednesday, 115 stocks hit new 52-week lows.
Via
Benzinga
Why Foresight Autonomous Shares Jumped 33%; Here Are 83 Biggest Movers From Yesterday
↗
November 17, 2022
Gainers Fast Radius, Inc. (NASDAQ: FSRD) shares surged 106.3% to close at $0.21 on Wednesday after dipping around 48% on Tuesday. Fast Radius established a timeline for a Chapter 11 sale process.
Via
Benzinga
Inter&Co, Inc Reports Third Quarter 2022 Financial Results
November 08, 2022
From
Inter&Co, Inc
Via
GlobeNewswire
Rebranded Remittances Business Could Expand Inter&Co’s “Super App” Offering As It Eyes Global Expansion
October 28, 2022
By Ernest Dela Aglanu, Benzinga
Via
News Direct
Topics
Economy
Rebranded Remittances Business Could Expand Inter&Co’s “Super App” Offering As It Eyes Global Expansion
October 28, 2022
In 2021, Latin America and the Caribbean (LAC) received $127.6 billion in remittances, constituting an annual growth of 26% — the highest registered in the past two decades, according to the...
Via
TheNewswire.com
Topics
Economy
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