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home
about us
Investment Approach
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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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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
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
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John Wiley & Sons, Inc. Common Stock
(NY:
WLY
)
41.99
+0.33 (+0.79%)
Streaming Delayed Price
Updated: 11:05 AM EDT, May 19, 2026
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SG Capital Dumps Nearly 732,000 Haemonetics Shares Worth $59.1 Million
↗
November 08, 2025
SG Capital Dumps Nearly 732,000 Haemonetics Shares Worth $59.1 Million
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3 Services Stocks We Think Twice About
November 07, 2025
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Access Investment Management Adds to Wiley Stake as Investors Revisit the Publishing Leader
↗
November 04, 2025
Access Investment Management Adds to Wiley Stake as Investors Revisit the Publishing Leader
Via
The Motley Fool
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1 of Wall Street’s Favorite Stock Worth Your Attention and 2 We Ignore
October 27, 2025
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional...
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Insights Ahead: John Wiley & Sons's Quarterly Earnings
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September 03, 2025
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3 Russell 2000 Stocks We Think Twice About
October 22, 2025
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3 Stocks Under $50 We Keep Off Our Radar
October 20, 2025
The $10-50 price range often includes mid-sized businesses with proven track records and plenty of growth runway ahead. They also usually carry less risk than penny stocks, though they’re not immune to...
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3 Reasons WLY is Risky and 1 Stock to Buy Instead
October 16, 2025
Over the last six months, Wiley’s shares have sunk to $37.41, producing a disappointing 11.8% loss - a stark contrast to the S&P 500’s 26.5% gain. This might have investors contemplating their next...
Via
StockStory
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Wiley Launches Interoperable Platform to Power Scientific Discovery in World's Leading AI Technologies
October 14, 2025
From
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Via
Business Wire
2 Small-Cap Stocks Worth Your Attention and 1 We Question
October 14, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
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Q2 Earnings Outperformers: Wiley (NYSE:WLY) And The Rest Of The Traditional Media & Publishing Stocks
October 07, 2025
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Via
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AI Adoption Jumps to 84% Among Researchers as Expectations Undergo Significant 'Reality Check'
October 07, 2025
From
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Via
Business Wire
IMAX (NYSE:IMAX) Q2 Earnings: Leading The Traditional Media & Publishing Pack
October 05, 2025
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how traditional media & publishing stocks fared in Q2, starting...
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Reddit Shares Plummet as OpenAI's ChatGPT Reportedly Reduces Reliance on User-Generated Content
October 01, 2025
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Wiley Announces Quarterly Dividend; Recently Raised Dividend for the 32nd Consecutive Year
September 25, 2025
From
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Via
Business Wire
1 Profitable Stock for Long-Term Investors and 2 Facing Headwinds
September 17, 2025
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
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1 Services Stock Worth Your Attention and 2 We Brush Off
September 15, 2025
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Why Wiley (WLY) Stock Is Trading Up Today
September 08, 2025
Shares of academic publishing company John Wiley & Sons (NYSE:WLY) jumped 2.7% in the afternoon session after it continued to rally from the previous week as the company reported strong first-quarter...
Via
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WLY Q1 Deep Dive: AI Licensing Momentum and Mixed Academic Publishing Performance
September 05, 2025
Academic publishing company John Wiley & Sons (NYSE:WLY) posted $396.8 million of revenue in Q2 CY2025, down 1.7% year on year. Its GAAP profit of $0.22 per share increased from -$0.03 in the same...
Via
StockStory
Topics
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Why Wiley (WLY) Stock Is Falling Today
September 04, 2025
Shares of academic publishing company John Wiley & Sons (NYSE:WLY) fell 4.7% in the morning session after the company reported a year-over-year revenue decline in its second-quarter 2025 results. The...
Via
StockStory
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Artificial Intelligence
Wiley Posts 2% Revenue Gain in Fiscal Q1
↗
September 04, 2025
Via
The Motley Fool
Topics
Artificial Intelligence
WILEY (JOHN) & SONS-CLASS A (NYSE:WLY) Reports Q1 FY2026 Revenue Beat and Mixed Earnings
↗
September 04, 2025
Wiley Q1 FY26 earnings: Revenue beat estimates by 4.8% driven by strong AI licensing growth, while adjusted EPS slightly missed. Full-year outlook reaffirmed.
Via
Chartmill
Topics
Artificial Intelligence
Wiley (NYSE:WLY) Reports Q2 Results
September 04, 2025
Academic publishing company John Wiley & Sons (NYSE:WLY) posted $396.8 million of revenue in Q2 CY2025, down 1.7% year on year. Its GAAP profit of $0.22 per share increased from -$0.03 in the same...
Via
StockStory
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AI Demand Drives Wiley’s First Quarter 2026 Results
September 04, 2025
From
John Wiley and Sons
Via
Business Wire
Earnings Scheduled For September 4, 2025
↗
September 04, 2025
Via
Benzinga
Wiley Earnings: What To Look For From WLY
September 02, 2025
Academic publishing company John Wiley & Sons (NYSE:WLY) will be reporting earnings this Thursday before market hours. Here’s what you need to know.
Via
StockStory
Topics
Artificial Intelligence
Wiley Schedules First Quarter 2026 Earnings Release and Conference Call
August 28, 2025
From
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Via
Business Wire
1 of Wall Street’s Favorite Stock Worth Your Attention and 2 We Avoid
August 19, 2025
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings,...
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1 Russell 2000 Stock to Own for Decades and 2 We Question
August 15, 2025
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher...
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1 Cash-Producing Stock with Exciting Potential and 2 We Find Risky
August 11, 2025
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
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