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home
about us
Investment Approach
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Firm ADV PDFs
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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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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
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Additional Information
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Event Schedule
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Market Value Securities (MVS sm) Presentation
Featured Event
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Investing During Uncertain Times
Read FULL Seminar Here
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CareTrust REIT, Inc. - Common Stock
(NY:
CTRE
)
34.65
+0.30 (+0.87%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about CareTrust REIT, Inc. - Common Stock
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CareTrust REIT Appoints Gregory K. Stapley to Board of Directors
October 27, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Sets Third Quarter Earnings Call for Thursday, November 6, 2025
October 23, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust Publishes Fifth Annual Corporate Sustainability Report
September 29, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Acquires Two Care Homes in the United Kingdom
September 24, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces the Planned Retirement of Bill Wagner and Names Derek Bunker CFO Successor
September 23, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Quarterly Dividend of $0.335 per Share
September 15, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT to Participate in the Bank of America 2025 Global Real Estate Conference
September 08, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT, Inc. Announces Pricing of Upsized Public Offering of Common Stock
August 12, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT, Inc. Announces Launch of Public Offering of Common Stock
August 12, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Second Quarter 2025 Operating Results
August 06, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Sets Second Quarter Earnings Call for Thursday, August 7, 2025
July 23, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Quarterly Dividend of $0.335 per Share
June 16, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Acquires Pacific Northwest Portfolio for Approximately $146 Million
June 02, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Positions for Continued Growth with New $500 Million Term Loan and New Hires
June 02, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Receives Investment Grade Rating Upgrade from Fitch Ratings
May 28, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT to Participate in Nareit’s REITweek 2025 Investor Conference
May 28, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Closes Acquisition of Care REIT plc, Enters UK Market
May 12, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces First Quarter 2025 Operating Results
May 01, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Sets First Quarter Earnings Call for Friday, May 2, 2025
April 22, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT, Inc. Announces Recommended Cash Acquisition of Care REIT plc Offer is Best and Final
April 17, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces $55 Million Acquisition of Two California Facilities in Separate Transactions
April 02, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Raises Quarterly Dividend to $0.335 per Share
March 18, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT, Inc. Announces $817 Million Recommended Cash Acquisition of Care REIT plc
March 11, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Fourth Quarter & Full Year 2024 Operating Results
February 12, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Sets Fourth Quarter Earnings Call for Thursday, February 13, 2025
February 06, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Phase 2 Closing of Tennessee Acquisition; Brings Annual Investment Total to Approximately $1.5 Billion; Announces Replenished Investment Pipeline of $350 Million
January 06, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Chief Accounting Officer; SVP Investments Appointment; Promotions
January 02, 2025
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Doubles Size of Unsecured Revolver to $1.2 Billion; Announces Agency Upgrade of Bond to Investment Grade; Updates Investment Pipeline
December 19, 2024
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Announces Quarterly Dividend of $0.29 per Share
December 16, 2024
From
CareTrust REIT, Inc.
Via
Business Wire
CareTrust REIT Acquires Midwest Skilled Nursing Portfolio for Approximately $97 Million; Announces Phase 1 Closing of Tennessee Acquisition
December 09, 2024
From
CareTrust REIT, Inc.
Via
Business Wire
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