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home
about us
Investment Approach
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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
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Event Schedule
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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
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Genius Group Limited Ordinary Shares
(NY:
GNS
)
0.5745
-0.0165 (-2.79%)
Official Closing Price
Updated: 8:00 PM EST, Dec 31, 2025
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Peraso Inc. (NASDAQ: PRSO) Expands Game-Changing Tech to the Educational Sector – More Stocks Inside
June 30, 2025
Via
AB Newswire
Investor Summit August 2024 Presentations Now Accessible for On-Demand Viewing
September 11, 2024
Via
ACCESSWIRE
Genius Group to Participate in the Investor Summit
August 14, 2024
Via
ACCESSWIRE
Genius Group Discusses Focus on AI Education, Setting Up Genius Cities and Value Catalysts in New CEO Video Interview on Planet MicroCap
July 30, 2024
Via
ACCESSWIRE
MicroCap Rodeo’s Spring into Summer Conference, June 6th 2024 - 25 Presenting Companies
June 06, 2024
Via
ACCESSWIRE
Genius Group to Host Virtual Investor Meeting with CEO Roger Hamilton on June 28, 2023
June 21, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group Shareholders Approve Spin Off of Entrepreneur Resorts Limited and New Constitution
May 16, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group Changes Release Date of Full Year 2022 Financial Results
May 15, 2023
From
Genius Group Limited
Via
Business Wire
Inspira Technologies and Genius Group Interviews to Air on Bloomberg TV on the RedChip Money Report(R)
May 05, 2023
Via
ACCESSWIRE
InvestorNewsBreaks – Genius Group Limited. (NYSE American: GNS) Announces Dual Listing, Commences Trading on Upstream in April
March 31, 2023
Via
Investor Brand Network
InvestorNewsBreaks – Genius Group Limited (NYSE American: GNS) Announces Availability of Redeemable Discount Coupons
March 15, 2023
Via
Investor Brand Network
InvestorNewsBreaks – Genius Group Limited (NYSE American: GNS) Announces $10 NFT Coupon per Share Reward
February 02, 2023
Via
Investor Brand Network
Is the 1,600% Rise in Genius Group Stock Justified?
January 31, 2023
Global Edtech and education company Genius Group Ltd (NYSEAMERICAN: GNS) shares have spiked by 1600% for 2023. The stock was trading just a few hundred
Via
MarketBeat
Genius Group Limited Interview to Air on Bloomberg U.S. on the RedChip Money Report(R)
January 26, 2023
Via
ACCESSWIRE
RedChip CEO Dave Gentry Invited to Join Forbes Business Council
January 25, 2023
Via
ACCESSWIRE
Genius Group to Hold Extraordinary General Meeting on February 16
January 25, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group 2023 Financial Guidance: $48m - $52m Revenue, Positive EBITDA
January 23, 2023
From
Genius Group Limited
Via
Business Wire
Helbiz (NASDAQ: HLBZ) Shares Soar As Board of Directors Investigates Naked Short Selling of its Stock
January 20, 2023
Helbiz (NASDAQ: HLBZ) is engaged as a global micro-mobility services provider, which maintains fleets of e-scooters, e-bikes, e-mopeds that can
Via
Spotlight Growth
Topics
Law Enforcement
Workforce
Genius Group Appoints Timothy Murphy To Lead Illegal Trading Task Force
January 19, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group Wins Real Leaders Impact Awards
January 18, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group Signs Term Sheet for US$7.5 Million Share Subscription and Purchase Agreement
January 09, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group Announced the Initial Results of Its Shares Market Activity Investigation
January 04, 2023
From
Genius Group Limited
Via
Business Wire
Genius Group to Organize Virtual Investor Meeting with CEO Roger Hamilton
December 30, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group Ltd. Announces 60.68% Revenue Growth for the Nine Months Ended September 30, 2022 and Expansion of Gross Margin on a Pro Forma Basis to 47.33%
November 30, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group to Announce Third Quarter 2022 Financial Results
November 17, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group Retains Law Firms to Investigate Recent Market Activity
November 10, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group Ltd. Announces 17.18% Revenue Growth in First Half of 2022 and Expansion of Gross Margin on a Pro Forma Basis to 48.49%
October 19, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group Appoints Dr. Tracy Lynn West President University of Antelope Valley
October 12, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group Acquires Revealed Films Inc. to Deliver Instructional Content for Budding Entrepreneurs
October 05, 2022
From
Genius Group Limited
Via
Business Wire
Genius Group to Announce First Half 2022 Financial Results
October 05, 2022
From
Genius Group Limited
Via
Business Wire
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