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What We Buy Currently
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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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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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Interactive Brokers Group, Inc. - Class A Common Stock
(NQ:
IBKR
)
87.30
-0.98 (-1.12%)
Streaming Delayed Price
Updated: 2:35 PM EDT, May 15, 2026
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All News about Interactive Brokers Group, Inc. - Class A Common Stock
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September 19, 2022
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Interactive Brokers Introduce Mobile Apps For Stock, Options Trading With Tools To Help
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September 10, 2022
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September 08, 2022
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CBOE's Weekly Market Recap: August 29 to September 2
September 08, 2022
Last week, an outpouring of economic reports was quickly digested by Wall Street.
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CBOE's Weekly Market Recap: August 29 To September 2
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September 08, 2022
Last week, an outpouring of economic reports was quickly digested by Wall Street.
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Benzinga
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for August 2022, includes Reg.-NMS Execution Statistics
September 01, 2022
From
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Via
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August 31, 2022
Robinhood Markets Inc (NASDAQ: HOOD) shares are once again back below $10 and are now down more than 75% from their $38 IPO price in July 2021.
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Benzinga's Top Ratings Upgrades, Downgrades For August 31, 2022
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Interactive Brokers Group to Present at Barclays Global Financial Services Conference
August 29, 2022
From
Interactive Brokers Group, Inc.
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Interactive Brokers Touts New 'Low-Cost Way' To Access Crypto Markets At Any Time
↗
August 10, 2022
Interactive Brokers Group Inc. (NASDAQ: IBKR) is expanding its crypto trading capabilities.
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COIN Stock: 3 Key Things to Watch When Coinbase Reports Earnings
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August 09, 2022
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Interactive Brokers Expands Cryptocurrency Trading
August 09, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for July 2022, includes Reg.-NMS Execution Statistics
August 01, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Interactive Brokers Group Announces 2Q2022 Results
July 19, 2022
From
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Via
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Paxos' Strategy Head Talks Tokenizing US Equities And Re-Platforming Trillions In Assets
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July 18, 2022
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Interactive Brokers Group Earnings Preview
↗
July 18, 2022
Interactive Brokers Group (NASDAQ:IBKR) is set to give its latest quarterly earnings report on Tuesday, 2022-07-19. Here's what investors need to know before the announcement. Analysts estimate that...
Via
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July 11, 2022
Better-than-expected nonfarm payroll figures released Friday have firmed expectations of a potential 75 bps rate hike at the Fed's July meeting. Investors, meanwhile, focused on some notable insider...
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Benzinga
Interactive Brokers Group to Host Second Quarter Earnings Conference Call
July 05, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Alphabet And 3 Other Stocks Insiders Are Selling
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July 05, 2022
US crude oil futures traded lower this morning on Tuesday. Investors, meanwhile, focused on some notable insider trades.
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Benzinga
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for June 2022, includes Reg.-NMS Execution Statistics
July 01, 2022
From
Interactive Brokers Group, Inc.
Via
Business Wire
Coinbase is Getting Creative. Will It Be Enough?
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June 29, 2022
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Intuit And 4 Other Stocks Insiders Are Selling
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June 28, 2022
US stock futures traded higher this morning on Tuesday after recording a decline in the previous session. Investors, meanwhile, focused on some notable insider trades.
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Investment Tracking Apps Market Size, Share, Key Players Analysis, Growth Factors, New Technology, and Regional Forecast to 2028
June 21, 2022
Investment Tracking Apps Market Analysis by Key Players, Application, Growth Trends, Share & Segment Forecast 2022 to 2028 – Market Research Study by Intelligence Market Report
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Online Brokers UP Fintech, Futu Stumble on Weak Stock Markets
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June 13, 2022
Key Takeaways: UP Fintech and Futu reported sharp first-quarter revenue declines as weak stock markets caused trading commissions to slide Futu reined in spending during the period, while UP Fintech’s...
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Pfizer And 3 Other Stocks Insiders Are Selling
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US stock futures traded mixed this morning on Thursday. Investors, meanwhile, focused on some notable insider trades.
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Top News In Fintech And Beyond For June 8, 2022
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June 07, 2022
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Now Is a Good Time to Consider SOFI Stock as a Safe Play
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June 02, 2022
Piper Sandler's upgrade gave SOFI stock a brief respite from downhill slide. If you like this fintech stock, here’s a safer way to play it.
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