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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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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
)
90.48
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EDT, Jul 30, 2026
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Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for March 2024, includes Reg.-NMS Execution Statistics
April 01, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Is Trump Media & Technology Group Wall Street's Newest Meme Stock?
↗
March 29, 2024
The market has a new meme stock contender after Trump Media & Technology Group rocketed "to the moon" in its Nasdaq debut. The term "meme stock" is loosely defined and often used to describe trendy...
Via
Benzinga
Topics
Government
Interactive Brokers Group to Host First Quarter Earnings Conference Call
March 26, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
3 Stocks To Buy For Decreased Volatility
↗
March 23, 2024
Here are three low-beta stocks that could all be considered for those looking for a more conservative approach.
Via
Talk Markets
(IBKR) - Analyzing Interactive Brokers Gr's Short Interest
↗
March 06, 2024
Via
Benzinga
Peering Into Interactive Brokers Gr's Recent Short Interest
↗
February 06, 2024
Via
Benzinga
Charles Schwab Stock Becomes One To Watch With RS Rating Jump
↗
March 22, 2024
The Relative Strength (RS) Rating for Charles Schwab stock entered a new percentile Friday, with a rise from 76 to 81.
Via
Investor's Business Daily
Hot Stuff: The 3 Best Opportunities for Investing in Crypto
↗
March 21, 2024
Unlock the potential of crypto without direct coin ownership. These crypto stocks offer a unique blend of growth, leverage and innovation.
Via
InvestorPlace
3 Stocks To Buy For Decreased Volatility
↗
March 20, 2024
Beta measures a stock's volatility in comparison to a relevant benchmark. The market, such as the S&P 500 Index, has a beta of 1.0.
Via
Talk Markets
Topics
Stocks
Push Button Trading’s Strategic Leap: Transitioning From MetaTrader 5 to NinjaTrader 8 With Their Revolutionary 2.0 Technology
March 15, 2024
Via
AB Newswire
3 Top Finance Stocks to Buy in March
↗
March 12, 2024
Consider these stellar long-term performers if you're looking for stocks in the new bull market.
Via
The Motley Fool
Top Analyst Reports For Apple, Meta Platforms & Intel
↗
March 01, 2024
Today's Research Daily features new research reports on 16 major stocks, including Apple Inc., Meta Platforms, Inc., and Intel Corp.
Via
Talk Markets
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for February 2024, includes Reg.-NMS Execution Statistics
March 01, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Unveils Next-Generation Trading Platform: IBKR Desktop
February 28, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
3 Zero-Debt Stocks to Buy for Stability and Growth
↗
February 20, 2024
Some believe the U.S. government needs to get its debt situation in order. These zero-debt stocks have already done so.
Via
InvestorPlace
Robinhood makes out like a bandit on crypto surge
February 19, 2024
Robinhood posted positive full-year revenue and positive GAAP net income fueled, in large part, by increased demand for cryptocurrencies
Via
MarketBeat
Topics
Lawsuit
Not Just Nvidia! 7 More Stocks Hitting New Highs
↗
February 15, 2024
Alongside the 'Magnificent Seven,' these seven top performers have been some of the other stocks hitting new highs.
Via
InvestorPlace
Empowering Latin American Investors: Baltico Investments Opens Doors to Wall Street Opportunities
February 12, 2024
Via
Get News
Interactive Brokers Group to Present at UBS Financial Services Conference
February 12, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group to Present at BofA Securities 2024 Financial Services Conference
February 08, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Robinhood Stock Emerging From Forest On Strong Sales; Key Rating Tops Benchmark
↗
February 08, 2024
Menlo Park, Calif.-based Robinhood stock got a rating upgrade Thursday. It needs work but its recent progress makes it one to watch.
Via
Investor's Business Daily
Interactive Brokers Stock Shows Market Leadership With Jump To 82 RS Rating
↗
February 05, 2024
On Monday, Interactive Brokers stock got an upgrade to its Relative Strength (RS) Rating, to 82 from 75 a day earlier.
Via
Investor's Business Daily
DoorDash, KB Home And 2 Other Stocks Insiders Are Selling
↗
February 02, 2024
The Nasdaq 100 closed higher by more than 200 points on Thursday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for January 2024, includes Reg.-NMS Execution Statistics
February 01, 2024
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Stock Near All-Time High; Rating Upgraded
↗
January 29, 2024
On Monday, the Relative Strength (RS) Rating for Interactive Brokers stock got an upgrade from 69 to 75 Monday — a welcome improvement.
Via
Investor's Business Daily
Score An Easy $5,000 Just For Opening This Brokerage Account
↗
January 25, 2024
Online stock brokers want your business. You might be surprised at incentives they're dangling.
Via
Investor's Business Daily
Best Online Brokers: Great Service Still Matters Most In An AI-Fueled Investment World
↗
January 25, 2024
A new survey reveals what investors really want -- and which brokers are delivering.
Via
Investor's Business Daily
Best Online Brokers Survey: What It Takes To Make The Grade
↗
January 25, 2024
IBD and TechnoMetrica Market Intelligence join forces for the 2024 Best Online Broker comparison measuring investor sentiment.
Via
Investor's Business Daily
Best Online Brokers List: These 4 Brokerages Top Their Peers
↗
January 25, 2024
IBD's 2024 list of the best online brokers shows which firms investors say are delivering superior customer service and the most value.
Via
Investor's Business Daily
The S&P 500 Bull Market Plus High Interest Rates Equals Opportunity for 1 Magnificent Stock
↗
January 25, 2024
Interactive Brokers finds itself in the ultimate goldilocks economic scenario right now.
Via
The Motley Fool
Topics
Stocks
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