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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
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Market (TAM sm) Presentation
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Event Schedule
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MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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PennyMac Mortgage Investment Trust Common Shares of Beneficial Interest
(NY:
PMT
)
12.70
+0.05 (+0.40%)
Official Closing Price
Updated: 7:00 PM EST, Jan 5, 2026
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Better Buy: Annaly Capital or PennyMac Mortgage Trust?
↗
June 25, 2023
Two high dividend payers, but which one benefits more from falling rates?
Via
The Motley Fool
PennyMac Mortgage Investment Trust Declares Second Quarter 2023 Dividend for Its Common Shares
June 09, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Investment Trust Declares Second Quarter 2023 Dividends for Its Preferred Shares
May 18, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Outperforms Its Peers With an Increase in Book Value Per Share
↗
May 08, 2023
Credit risk transfer securities saved the day in the first quarter.
Via
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PennyMac Mortgage: Q1 Earnings Insights
↗
May 04, 2023
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What 4 Analyst Ratings Have To Say About PennyMac Mortgage
↗
May 02, 2023
Via
Benzinga
PennyMac Mortgage Earnings Preview
↗
April 26, 2023
Via
Benzinga
PennyMac Mortgage Earnings Perspective: Return On Capital Employed
↗
March 08, 2023
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Don't Be Fooled: This Ultra-High Dividend Might Be in Trouble
↗
February 11, 2023
Mortgage servicing has been the engine driving profits lately, but the servicing book is fully valued.
Via
The Motley Fool
PennyMac Mortgage Investment Trust Reports First Quarter 2023 Results
April 27, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Investment Trust Announces Changes to Its Board of Trustees
April 20, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Investment Trust Announces Date for Release of First Quarter 2023 Results
April 20, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
10 Financials Stocks Moving In Thursday's Pre-Market Session
↗
April 13, 2023
Via
Benzinga
Earnings Preview For PennyMac Mortgage
↗
February 01, 2023
Via
Benzinga
Earnings Scheduled For April 27, 2023
↗
April 27, 2023
Companies Reporting Before The Bell • Cazoo Gr (NYSE:CZOO) is expected to report earnings for its first quarter.
Via
Benzinga
Pennymac Announces the Second Annual Stanford L. Kurland Memorial Golf Classic to Benefit the Neuro-Oncology Program at UCLA Health
April 05, 2023
From
Pennymac
Via
Business Wire
Mortgage Servicing Could Be a Risk for PennyMac Mortgage Trust. Here's Why
↗
March 22, 2023
Mortgage servicing saved the day last year, but we might be at a high-water mark for the asset class.
Via
The Motley Fool
PennyMac Mortgage Investment Trust Declares First Quarter 2023 Dividend for Its Common Shares
March 15, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Investment Trust Announces Doug Jones Joined Its Board of Trustees
March 10, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
Pennymac Announces Organizational Changes
March 09, 2023
From
PennyMac Financial Services, Inc. and PennyMac Mortgage Investment Trust
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For February 17, 2023
↗
February 17, 2023
Via
Benzinga
PennyMac Mortgage Investment Trust Declares First Quarter 2023 Dividends for Its Preferred Shares
February 09, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For February 7, 2023
↗
February 07, 2023
Via
Benzinga
PennyMac Mortgage Investment Trust Reports Fourth Quarter and Full-Year 2022 Results
February 02, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
PennyMac Mortgage Investment Trust Announces Date for Release of Fourth Quarter and Full-Year 2022 Results
January 26, 2023
From
PennyMac Mortgage Investment Trust
Via
Business Wire
Don't Fall for These 2 Dividend Stocks: Cuts Are Coming
↗
January 10, 2023
The mortgage business is in a bad spot right now and these REITs are likely to take a hit.
Via
The Motley Fool
Pennymac Commemorates a Milestone Anniversary
January 09, 2023
From
PennyMac Financial Services, Inc.
Via
Business Wire
3 Unloved REIT Sectors That Are On Fire
↗
January 09, 2023
More than 200 publicly traded real estate investment trusts (REITs) across 13 sectors are traded on the stock market, according to the National Association of Real Estate Investment Trusts (Nareit)...
Via
Benzinga
Why is PennyMac Mortgage Trust's Dividend Yield So High?
↗
January 06, 2023
Mortgage servicing has driven results, but will they continue?
Via
The Motley Fool
PennyMac Mortgage Investment Trust Declares Fourth Quarter 2022 Dividend for Its Common Shares
December 07, 2022
From
PennyMac Mortgage Investment Trust
Via
Business Wire
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