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
Latest News about PFSI
Recent news which mentions PFSI
< Previous
1
2
3
Next >
Earnings Scheduled For August 2, 2022
August 02, 2022
Tickers
LUNG
LXRX
MAR
MCHP
Tags
ZBRA
SGRY
MAR
From
Benzinga
Earnings Outlook For PennyMac Financial Servs
August 01, 2022
Tickers
PFSI
Tags
Earnings
BZI/EP
Market News
From
Benzinga
As Mortgage Demand Is Slashed Due To Rising Rates, So Are The Valuations Of These Companies
July 20, 2022
Tickers
COOP
FBC
FOA
HMPT
Tags
Penny Stocks
PFSI
RKT
From
Benzinga
6 Analysts Have This to Say About PennyMac Financial Servs
June 28, 2022
Tickers
PFSI
Tags
BZI/AAR
Analyst Ratings
Market News
From
Benzinga
Layoffs nibbling at mortgage industry as lenders absorb home finance slowdown
June 09, 2022
Tickers
BKX
DJIA
GS
JPM
Tags
OCN
JPM
UWMC
From
MarketWatch
Here's Why Mr. Cooper Has Outperformed Its Peers This Year
May 31, 2022
Tickers
COOP
PFSI
RKT
UWMC
Tags
Market News
COOP
PFSI
From
Motley Fool
PennyMac Financial Servs's Return On Capital Employed Insights
May 27, 2022
Tickers
PFSI
Tags
BZI/ROCE
Earnings
Market News
From
Benzinga
PennyMac Financial Servs's Ex-Dividend Date Is Monday, Here's What You Need To Know
May 11, 2022
Tickers
PFSI
Tags
Market News
Benzinga
PFSI
From
Benzinga
Analyst Ratings for PennyMac Financial Servs
May 09, 2022
Tickers
PFSI
Tags
BZI/AAR
Market News
PFSI
From
Benzinga
Earnings Preview For PennyMac Financial Servs
May 04, 2022
Tickers
PFSI
Tags
Market News
Benzinga
PFSI
From
Benzinga
Benzinga's Top Ratings Upgrades, Downgrades For April 21, 2022
April 21, 2022
Tickers
ACC
ATHA
BFC
BHLB
Tags
BLNK
EVGO
RIO
From
Benzinga
Stocks That Hit 52-Week Lows On Friday
April 08, 2022
Tickers
ACIW
AFIB
AGFY
AGS
Tags
KLR
RAIN
BLE
From
Benzinga
Stocks That Hit 52-Week Lows On Monday
April 04, 2022
Tickers
ABCB
AFIB
AKBA
ALVR
Tags
KBNT
VLNS
CLXT
From
Benzinga
Here's Why United Wholesale Is Betting on Home Purchases
March 05, 2022
Tickers
GHLD
PFSI
RKT
UWMC
Tags
Market News
GHLD
Recent Press Releases
From
Motley Fool
3 Ultra-High-Yielding Dividend Stocks to Buy With $1,000
February 24, 2022
Tickers
ARI
EFC
PFSI
PMT
Tags
Recent Press Releases
PMT
EFC
From
Motley Fool
Where are stocks headed? Company executives think they’re going up
February 22, 2022
Tickers
FSBC
IAT
LDI
PFSI
Tags
FSBC
SPX
PFSI
From
MarketWatch
7 Insider Stocks to Buy as Execs Snap Them Up
February 18, 2022
Tickers
APRN
ATGE
INCY
INDT
Tags
INDT
NASDAQ:INCY,NASDAQ:INDT,NYSE:APRN,NYSE:PFSI,NASDAQ:TWOU,NYSE:ATGE,NASDAQ:OPK
TWOU
From
InvestorPlace
Insiders Buy More Than $18M Of 4 Stocks
February 16, 2022
Tickers
APRN
CPSS
NMRK
PFSI
Tags
Benzinga
Insider Buying
CPSS
From
Benzinga
Executives Buy Around $93M Of 3 Stocks
February 14, 2022
Tickers
ASAN
INDT
PFSI
Tags
Market News
Insider Buying
INDT
From
Benzinga
Insiders Buy Over $43M Of 4 Stocks
February 10, 2022
Tickers
ACLX
LESL
PFSI
PYPL
Tags
Trading Ideas
Markets
LESL
From
Benzinga
PennyMac Financial Servs: Q4 Earnings Insights
February 03, 2022
Tickers
PFSI
Tags
Earnings
BZI/Recaps
PFSI
From
Benzinga
Earnings Scheduled For February 3, 2022
February 03, 2022
Tickers
ABB
ABMD
AINV
ALCO
Tags
BV
BSIG
BCH
From
Benzinga
EXCLUSIVE: Buying A Home Shouldn't Be Frustrating. See How Rocket Homes Is Providing A Smooth Experience For Home Buyers
January 27, 2022
Tickers
CASH
PFSI
RKT
WD
Tags
WD
Benzinga
CASH
From
Benzinga
4 Real Estate Trends Smart Investors Are Watching for 2022
December 18, 2021
Tickers
BAC
DHI
FMCC
FNMA
Tags
Recent Press Releases
RKT
PFSI
From
Motley Fool
Why United Wholesale Mortgage CEO Matt Ishbia Is Betting His Company's Worth More
December 03, 2021
Tickers
PFSI
RKT
UWMC
Tags
Market News
PFSI
Recent Press Releases
From
Motley Fool
7 Stocks to Buy to Profit From Today’s Home Buyer FOMO
November 09, 2021
Tickers
BZH
CCS
MTH
OPEN
Tags
NYSE:BZH,NYSE:CCS,NYSE:MTH,NASDAQ:OPEN,NYSE:PFSI,NYSE:RKT,NYSE:RMAX
BZH
OPEN
From
InvestorPlace
Jumbo home-loan originations near pre-2008 crisis levels
October 11, 2021
Tickers
BAC
C
FMCC
FNMA
Tags
BAC
BX:TMUBMUSD10Y
PFSI
From
MarketWatch
Rocket Companies Is Dirt Cheap, but There’s a Catch
October 04, 2021
Tickers
PFSI
RKT
UWMC
Tags
UWMC
RKT
Hot Stocks
From
InvestorPlace
How Eric Fry Made a Quadruple-Digit Return on a Copper Mine
October 01, 2021
Tickers
FCX
PFSI
Tags
Hot Stocks
NYSE:FCX,NYSE:PFSI
Market News
From
InvestorPlace
Here's My Top Value Stock to Buy Right Now
September 18, 2021
Tickers
LDI
NRZ
PFSI
RKT
Tags
LDI
PFSI
Market News
From
Motley Fool
< Previous
1
2
3
Next >
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.