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home
about us
Investment Approach
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Firm ADV PDFs
Form CRS
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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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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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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
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EVENTS
FIP
Event Schedule
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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
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John Wiley & Sons, Inc. Common Stock
(NY:
WLYB
)
41.39
UNCHANGED
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Updated: 7:00 PM EDT, May 18, 2026
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Research Growth and AI Licensing Drive Wiley’s Third Quarter 2025 Results
March 06, 2025
From
John Wiley and Sons
Via
Business Wire
Wiley appoints Karen N. Madden, Ph.D., to its Board of Directors
March 05, 2025
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Third Quarter 2025 Earnings Release and Conference Call
February 27, 2025
From
John Wiley and Sons
Via
Business Wire
Wiley Identifies Emerging AI Research Applications in New Study, Announces Forthcoming Guidelines for Authors
February 04, 2025
From
John Wiley and Sons
Via
Business Wire
WLYB Stock Earnings: John Wiley & Sons Reported Results for Q4 2024
↗
June 13, 2024
John Wiley & Sons just reported results for the fourth quarter of 2024.
Via
InvestorPlace
Earnings Scheduled For March 6, 2025
↗
March 06, 2025
Via
Benzinga
WLYB Stock Earnings: John Wiley & Sons Reported Results for Q3 2024
↗
March 07, 2024
John Wiley & Sons just reported results for the third quarter of 2024.
Via
InvestorPlace
12 Communication Services Stocks Moving In Friday's Pre-Market Session
↗
January 24, 2025
Via
Benzinga
Wiley Announces Quarterly Dividend
December 12, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Reports Second Quarter 2025 Results
December 05, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Second Quarter 2025 Earnings Release and Conference Call
November 27, 2024
From
John Wiley and Sons
Via
Business Wire
Earnings Scheduled For December 5, 2024
↗
December 05, 2024
Via
Benzinga
Crypto Enthusiasm Continues
↗
November 15, 2024
Investors need to stop and think.
Via
The Motley Fool
Wiley to Reveal Key Insights and AI-Driven Innovations at Frankfurt Book Fair
October 16, 2024
From
John Wiley and Sons
Via
Business Wire
11 Communication Services Stocks Moving In Friday's Intraday Session
↗
October 11, 2024
Via
Benzinga
Wiley Expands Advanced Journal Portfolio into Life and Health Sciences, Deepens Physical Science Offering
October 01, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Announces Quarterly Dividend
September 26, 2024
From
John Wiley and Sons
Via
Business Wire
“The Conversations” by Wiley Ushers in New Era of Dialogue and Innovation in Scholarly Publishing
September 23, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Announces CFO Transition
September 18, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Reports First Quarter 2025 Results
September 05, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules First Quarter 2025 Earnings Release and Conference Call
August 29, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Appoints Matthew Kissner as President and CEO
July 10, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Increases Quarterly Dividend for the 31st Consecutive Year
June 27, 2024
From
John Wiley and Sons
Via
Business Wire
Why Signet Jewelers Shares Are Trading Lower By Over 12%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
June 13, 2024
Via
Benzinga
Tesla, Nvidia, John Wiley & Sons And Other Big Stocks Moving Higher On Thursday
↗
June 13, 2024
Via
Benzinga
Wiley Reports Fourth Quarter and Fiscal Year 2024 Results
June 13, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Fourth Quarter and Fiscal Year 2024 Earnings Release and Conference Call
June 06, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Announces Quarterly Dividend
March 27, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Reports Third Quarter 2024 Results
March 07, 2024
From
John Wiley and Sons
Via
Business Wire
Earnings Scheduled For March 7, 2024
↗
March 07, 2024
Companies Reporting Before The Bell • CI&T (NYSE:CINT) is estimated to report quarterly earnings at $0.06 per share on revenue of $106.08 million.
Via
Benzinga
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