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Advantages of Our Bid Wanted System
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Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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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
Featured Articles
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Interactive Brokers Group, Inc. - Class A Common Stock
(NQ:
IBKR
)
87.39
-0.89 (-1.01%)
Streaming Delayed Price
Updated: 10:29 AM EDT, May 15, 2026
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All News about Interactive Brokers Group, Inc. - Class A Common Stock
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Want Better Execution On Options Trades? Interactive Brokers Has You Covered With One New Feature
↗
January 31, 2023
The growth of options and their impact on underlying markets is having a significant impact on traders’ entries and exits.
Via
Benzinga
Interactive Brokers Group to Present at BofA Securities 2023 Financial Services Conference
January 31, 2023
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Unveils New Feature to Help Clients Achieve Even Better Price Execution on US Options Trades
January 31, 2023
From
Interactive Brokers Group, Inc.
Via
Business Wire
How IBD's Surveys Created The 2023 Best Online Broker List
↗
January 30, 2023
Using a two-phase survey, investors rank online brokers based on 18 key broker attributes.
Via
Investor's Business Daily
Interactive Brokers Group's Earnings Outlook
↗
January 16, 2023
Via
Benzinga
Best Online Brokers 2023: Who Best Helped Customers In A Rough Year?
↗
January 30, 2023
The best brokers boosted insights and tools to help investors through last year's bear market.
Via
Investor's Business Daily
Charles Schwab's Customer Care Powers It To No. 1 In IBD's Best Online Brokers Survey
↗
January 30, 2023
Schwab beat Fidelity and TD Ameritrade in IBD's 11th annual brokers survey.
Via
Investor's Business Daily
This Online Brokerage Will Pay You $3,500 Just To Open An Account
↗
January 30, 2023
Online brokerages are battling to win your account. And some are willing to pay up for it.
Via
Investor's Business Daily
Online Investors Most Value Trade Execution/Price And Trading Platform
↗
January 30, 2023
For trading success, investors demand the best trading platform and quick trade execution.
Via
Investor's Business Daily
Stock Market Rally Pulls Back; Microsoft, Google Slash Jobs; Netflix, Goldman, Tesla In Focus: Weekly Review
↗
January 20, 2023
Microsoft and Google are slashing jobs. Netflix and Tesla jumped.
Via
Investor's Business Daily
Roblox And 3 Other Stocks Insiders Are Selling
↗
January 19, 2023
The S&P 500 dropped over 1.5% on Wednesday. Investors, meanwhile, focused on some notable insider trades.
Via
Benzinga
Moderna, Tesla And Other Big Stocks Moving Higher In Wednesday's Pre-Market Session
↗
January 18, 2023
U.S. stock futures traded mixed this morning. Here are some big stocks recording gains in today’s pre-market trading session.
Via
Benzinga
Charles Schwab, Moderna And 3 Stocks To Watch Heading Into Wednesday
↗
January 18, 2023
With US stock futures trading higher this morning on Wednesday, some of the stocks that may grab investor focus today are as follows:
Via
Benzinga
Interactive Brokers Group Announces 4Q2022 Results
January 17, 2023
From
Interactive Brokers Group, Inc.
Via
Business Wire
Earnings Scheduled For January 17, 2023
↗
January 17, 2023
Companies Reporting Before The Bell • Goldman Sachs Group (NYSE:GS) is projected to report quarterly earnings at $5.48 per share on revenue of $10.83 billion.
Via
Benzinga
MarketAxess Stock Ascends As The Bond Trading Platform Turns A Corner
↗
January 04, 2023
The revised 81 RS Rating shows MarketAxess stock outperformed 81% of all stocks in IBD's database, putting it among the best stocks to watch.
Via
Investor's Business Daily
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for December 2022, includes Reg.-NMS Execution Statistics
January 03, 2023
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group to Host Fourth Quarter Earnings Conference Call
January 03, 2023
From
Interactive Brokers Group, Inc.
Via
Business Wire
2 Unstoppable Stocks Set to Beat the Market (Again) in 2023
↗
January 03, 2023
Unlike the rest of the market, these two stocks are starting 2023 on the front foot.
Via
The Motley Fool
Lazard Stock Shows Rising Price Performance With Jump To 81 RS Rating
↗
December 13, 2022
Lazard shows improving price performance, earning an upgrade to its IBD Relative Strength Rating from 64 to 81.
Via
Investor's Business Daily
EXCLUSIVE: Benzinga Announces 2022 Global Fintech Award Winners — See Who's Moving The Industry Forward Here
↗
December 08, 2022
Leading financial media outlet Benzinga hosted its annual Global Fintech Deal Day & Awards Thursday at Pier Sixty in New York City. Here's a look at the annual event and the 2022 award winners.
Via
Benzinga
EXCLUSIVE: 'You Want To Create More Brand Ambassadors, Not Less' — How Employees And Customers Can 'Build Durable Fintech Brands That Last'
↗
December 08, 2022
Building trust and reputation for brands can take years. This was the common thrust from representatives from trading-focused tools and platforms who spoke about “Building Durable Fintech Brands That...
Via
Benzinga
Robinhood, Trading App For The Young, Pushes Into Retirement Accounts With This Incentive
↗
December 06, 2022
Robinhood will offer IRAs, matching some of the contributions.
Via
Investor's Business Daily
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for November 2022, includes Reg.-NMS Execution Statistics
December 01, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Yahoo Explores Retail Stock Trading, Sports Betting On Heels Of Taboola Deal
↗
November 29, 2022
Yahoo, a portfolio company of private equity giant Apollo Global Management (NYSE: APO), has a retail trading business in the works.
Via
Benzinga
2 Monster Growth Stocks Set to Beat the Market (Again) in 2023
↗
November 29, 2022
These two stocks have worked so far in 2022, and they could do just as well in 2023.
Via
The Motley Fool
Interactive Brokers Group to Present at Goldman Sachs US Financial Services Conference
November 28, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Launches Overnight Trading Hours for US ETFs
November 21, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Banks And Brokers On Fire
↗
November 11, 2022
The Financial sector ETF has been on fire since its intraday low of $29.59 on October 13th, which was the day of the hotter-than-expected September CPI report.
Via
Talk Markets
Robinhood Traders Beat The S&P 500: Is The Retail Investor Back?
↗
November 04, 2022
Robinhood Markets Inc (NASDAQ: HOOD) stock traded lower Friday, giving up some of its post-earnings gains after the popular online trading platform reported better-than-expected third-quarter revenue...
Via
Benzinga
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