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Advantages of Our Bid Wanted System
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Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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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Interactive Brokers Group, Inc. - Class A Common Stock
(NQ:
IBKR
)
90.48
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 30, 2026
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Party On, Netflix!
↗
January 29, 2025
Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?
Via
The Motley Fool
Meet the Under-the-Radar Stock That Outperformed Nvidia Over the Past Year, Thanks to a Whopping Gain of 142%
↗
January 29, 2025
Via
The Motley Fool
Netflix, Palantir And Moderna Are Among Top 12 Large Cap Gainers Last Week (Jan 20-Jan 24): Are The Others In Your Portfolio?
↗
January 26, 2025
12 large-cap stocks saw significant gains last week, including Summit Therapeutics, Rocket Lab, Moderna, and Netflix. Analysts raised price forecasts.
Via
Benzinga
Stargate Adds Fuel To AI Frenzy, Chinese Stocks Sink On Trump Tariff Talk
↗
January 22, 2025
To gain an edge, this is what you need to know today.
Via
Benzinga
Topics
Artificial Intelligence
Government
Peering Into Interactive Brokers Gr's Recent Short Interest
↗
January 14, 2025
Via
Benzinga
If You Invested $1000 In This Stock 15 Years Ago, You Would Have This Much Today
↗
January 13, 2025
Via
Benzinga
Demystifying Interactive Brokers Gr: Insights From 6 Analyst Reviews
↗
January 07, 2025
Via
Benzinga
Chipmakers Rally On AI Stargate Bet, Netflix Soars, Bitcoin Falters As Trump Keeps Quiet On Crypto: What's Driving Markets Wednesday?
↗
January 22, 2025
Tech stocks enjoyed a surge Wednesday, driven by a sharp rise in semiconductor shares after President Donald Trump, OpenAI's Sam Altman, Oracle Corp.
Via
Benzinga
Topics
Artificial Intelligence
Government
Interactive Brokers Delivers 'Well-Rounded' Earnings Beat, Analysts See Global Retail Trading Growth Ahead
↗
January 22, 2025
Interactive Brokers (NASDAQ: IBKR) beats Q4 earnings expectations with 4% higher revenues and positive analyst outlook for strong account growth.
Via
Benzinga
Topics
Earnings
Interactive Brokers Q4: Earnings Beat Expectations, Customer Accounts And Trading Volume Soar
↗
January 22, 2025
IBKR reports higher Q4 sales, commission revenue, net interest income, DARTs, customer accounts and equity, beating earnings expectations and declaring dividend.
Via
Benzinga
Topics
Earnings
Analyst Expectations For Interactive Brokers Gr's Future
↗
December 20, 2024
Via
Benzinga
Netflix, Procter & Gamble And 3 Stocks To Watch Heading Into Wednesday
↗
January 22, 2025
Via
Benzinga
Interactive Brokers Beats EPS by 10.3%
↗
January 21, 2025
The automated global electronic broker's robust fourth-quarter results topped Wall Street's expectations.
Via
The Motley Fool
Interactive Brokers Tests Buy Point Amid Earnings And Bitcoin Rally
↗
January 21, 2025
A key metric for Interactive Brokers earnings swelled each month of the fourth quarter.
Via
Investor's Business Daily
Interactive Brokers Group Announces 4Q2024 Results
January 21, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Small Caps Soar, Apple Slips, Treasury Yields Fall On Trump Day 2: What's Driving Markets Tuesday?
↗
January 21, 2025
Wall Street saw a strong preference for small and mid-cap equities, with the Russell 2000 index leading the market as investors bet on more domestic-friendly policies following Donald Trump's...
Via
Benzinga
Topics
Government
Earnings Scheduled For January 21, 2025
↗
January 21, 2025
Via
Benzinga
Robinhood Stock Soars As It Hits Best Financial And Best Crypto Lists
↗
January 15, 2025
Many analysts think the zero-fee stock and crypto trading app isn't done yet. It quadrupled in past year.
Via
Investor's Business Daily
Meta Stock, Energy Plays Lead Five Leaders Rebounding Bullishly
↗
January 04, 2025
Energy plays, a biotech and a brokerage also are flashing buy signals or setting up.
Via
Investor's Business Daily
Interactive Brokers Stock Rises On 66% Growth In Daily Average Revenue Trades In December: Retail Remains Confident
↗
January 02, 2025
Ending client equity increased 33% year over year (YoY) to $568.2 billion and declined 1% compared to the prior month.
Via
Stocktwits
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for December 2024, includes Reg.-NMS Execution Statistics
January 02, 2025
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group to Host Fourth Quarter Earnings Conference Call
December 31, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Nvidia, Goldman Sachs, Jefferies Financial And A Leading Brokerage Firm On CNBC's 'Final Trades'
↗
December 31, 2024
On CNBC's "Halftime Report Final Trades," Bryn Talkington of Requisite Capital Management named Nvidia as her final trade.
Via
Benzinga
The Year of Concentration, Crypto, China
↗
December 25, 2024
2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.
Via
The Motley Fool
Interactive Brokers Enhances Web-Based Trading Experience for Financial Advisors Globally
December 19, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Fund Managers Increase Allocation To Banking And Insurance Stocks In December: Here Are The Best Performing Financial Stocks In 2024
↗
December 18, 2024
Global fund managers increased allocation to financial stocks, including both banks and insurance companies, to an all-time high in Dec 2024.
Via
Benzinga
Financial Stocks Near Record Year: Could Trump Deregulation Fuel Bigger Gains In 2025?
↗
December 17, 2024
US financial stocks see strongest yearly return in three decades, fueled by economic resilience and deregulation optimism. Top performers include HOOD, IBKR, JEF, APO, KKR, COIN, VIRT, EVR, SOFI, and...
Via
Benzinga
Topics
Government
Interactive Brokers Enhances IBKR Desktop Trading Platform with New Tools and Features
December 16, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Democratic Congressman Bought DJT Stock After 2024 Election, Months After Saying Donald Trump 'Unfit To Serve'
↗
December 11, 2024
A Democratic member of Congress bought shares of a company co-founded by Donald Trump. Here are the details of the unusual trade.
Via
Benzinga
Topics
Government
Bank Of America Raises Bullish Outlook On US Brokers, Exchanges, Alternative Investments: 3 Top Picks For 2025
↗
December 11, 2024
Bank of America bullish on U.S. brokers, asset managers and exchanges for 2025. Red wave in 2024 to open doors for crypto and alts. Blue Owl, IBKR and TW top picks; HOOD and SCHW underperformers.
Via
Benzinga
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