Menu
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 Buy Currently
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
Sample Portfolio
Sample Portfolio Analysis
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 sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
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
Contrarian Notes Blog
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
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Articles published by XTM, Inc.
XTM Launches AnyDay™ EWA for Fortune 15 Employer
February 27, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Announces Completion of Oversubscribed Non-Brokered Secured Convertible Debenture Offering for US $11Million
February 23, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Announces Initial Tranche Closing of Previously Announced Non-Brokered Private Placement of Convertible Debentures
February 06, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Inc. Provides Further Disclosure on Licensing Agreement
January 24, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Inc. Receives Strategic Investment and Signs Licensing Agreement
January 19, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Rolls Out Certified Earned Wage Access in Canada and US – First Vertically Integrated Solution – Free to Employees and Employers
January 11, 2024
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files Q3 2023 Quarterly Financial Results
November 30, 2023
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files Q2 2023 Quarterly Financial Results
August 29, 2023
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Positions for US EWA Growth
August 15, 2023
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files 2022 Annual Financial Results
August 03, 2023
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files Q3 2022 Quarterly Financial Results
November 23, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Launches an Earned Wage Access Rebrand for Its Growing Today™ Membership
September 20, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
Terroir Symposium Selects XTM’s Today™ Platform for EWA Pay-Out
September 16, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Signs Food Group, Foodtastic With More Than 21 Brands and 712 Locations
September 15, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Signs New Vertical With Multiple Franchisees of One of the Largest On-Demand Refuse Pick-Up Networks
August 31, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files Q2 2022 Quarterly Financial Results
August 29, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Launches Stand Alone Tip Pool & Tip Share Automation Product
August 11, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Sees Third Straight Month of Record Growth for Its Today™ Program
June 30, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Launches Three Large U.S. Restaurant Chains to Its Today™ Program for Digital Staff Payout
June 14, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files Q1 2022 Quarterly Financial Results
May 24, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Appoints Chief Operating Officer and General Counsel
May 17, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Sees Sharp Incline in Gross Value Loads to Its Today™ Program
May 11, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Signs With Massachusetts Restaurant Association
May 03, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Files 2021 Annual Financial Results
April 27, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Holds Shareholder Update on Friday, April 22, 2022 – 8:45 AM ET
April 22, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM to Host Shareholder Update on Friday, April 22, 2022 – 8:45 AM ET
April 21, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Secures Integration to 20 Point-of-Sale Systems (POS) and Time Tracking Software Accelerating U.S. Roll-out
March 21, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Advances Its U.S. Roll Out With Apple Pay and Google Pay
March 16, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM to Roll-Out 100,000 Mobile Wallets and Virtual Debit Cards Across the United States
February 16, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
XTM Signs Iconic Art & Hospitality Brand Drake Hotel to Its Today™ Program Digital Payout Solution
February 09, 2022
From
XTM, Inc.
Via
Business Wire
Tickers
CSE:PAID
XTMIF
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.