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home
about us
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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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Back Dated Performance Reports
Quarterly Performance Reports
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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
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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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
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John Wiley & Sons, Inc. Common Stock
(NY:
WLY
)
42.01
+0.35 (+0.84%)
Streaming Delayed Price
Updated: 10:11 AM EDT, May 19, 2026
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All News about John Wiley & Sons, Inc. Common Stock
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Wiley to Reveal Key Insights and AI-Driven Innovations at Frankfurt Book Fair
October 16, 2024
From
John Wiley and Sons
Via
Business Wire
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
3 Small Cap Stocks With Big Dividends
↗
August 07, 2024
Small cap stocks are typically known for growth, but these 3 small caps combine growth with dividends.
Via
Talk Markets
“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
Salesforce Ramps New Artificial Intelligence Agents As 'Copilot' Lift Ebbs
↗
September 12, 2024
Salesforce stock has under-performed amid slowing revenue growth. Will Agentforce, a new AI autonomous agent, spur growth in 2025?
Via
Investor's Business Daily
Topics
Artificial Intelligence
Why Wiley Stock Dropped 8% Today
↗
September 05, 2024
At 19 times projected free cash flow, Wiley stock remains expensive even after its sell-off.
Via
The Motley Fool
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
7 Top Dividend Stocks to Buy for Long-Term Gains
↗
July 19, 2024
Discover top dividend stocks to buy in publishing, insurance, banks, energy, industrial machinery, household products and real estate.
Via
InvestorPlace
Wiley Appoints Matthew Kissner as President and CEO
July 10, 2024
From
John Wiley and Sons
Via
Business Wire
3 Under-the-Radar Cryptos Set to Explode in Value
↗
July 10, 2024
If you're on the lookout for undervalued cryptocurrencies to add to your portfolio, have you seen these picks? They could be it.
Via
InvestorPlace
Worth a Read! 3 Hot Publishing Stocks to Buy This Summer.
↗
July 06, 2024
Are you looking to get your hands on some publishing stocks for your portfolio? These companies are worth a double-take.
Via
InvestorPlace
Wiley Increases Quarterly Dividend for the 31st Consecutive Year
June 27, 2024
From
John Wiley and Sons
Via
Business Wire
Avidity Biosciences And CleanSpark Were Among The 10 Biggest Mid-Cap Stock Gainers Last Week (June 9-June 15): Are These In Your Portfolio?
↗
June 16, 2024
Top mid-cap performers: Avidity Biosciences, Iris Energy, Hims & Hers Health, John Wiley & Sons, Element Solutions, CleanSpark, Enovix Corp, Axcelis Tech, Intellia Therapeutics, Korn Ferry.
Via
Benzinga
Why Publishing Company John Wiley & Sons' Shares Are Surging On Thursday?
↗
June 13, 2024
John Wiley & Sons Inc (NYSE:WLY) reports better-than-expected Q4 FY24 earnings and initiates FY25 guidance. Sales decline 10.9%, EPS beats consensus.
Via
Benzinga
WLY Stock Earnings: John Wiley & Sons Beats EPS, Beats Revenue for Q4 2024
↗
June 13, 2024
WLY stock results show that John Wiley & Sons beat analyst estimates for earnings per share and beat on revenue for the fourth quarter of 2024.
Via
InvestorPlace
12 Communication Services Stocks Moving In Thursday's Pre-Market Session
↗
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
Minute Media Rescues 70-Year-Old Sports Illustrated, Plans to Rebuild Team, Revitalize Brand
↗
March 20, 2024
Sports Illustrated, under new ownership sees a revitalizing publishing deal with Minute Media, promising a fresh start and continuity.
Via
Benzinga
WLY Stock Earnings: John Wiley & Sons Beats EPS, Beats Revenue for Q3 2024
↗
March 07, 2024
WLY stock results show that John Wiley & Sons beat analyst estimates for earnings per share and beat on revenue for the third quarter of 2024.
Via
InvestorPlace
12 Communication Services Stocks Moving In Thursday's Intraday Session
↗
March 07, 2024
Via
Benzinga
American Eagle Reports Upbeat Earnings, Joins Kroger, Burlington Stores And Other Big Stocks Moving Higher On Thursday
↗
March 07, 2024
U.S. stocks were higher, with the Dow Jones index gaining more than 150 points on Thursday.
Via
Benzinga
Topics
Stocks
Wiley Reports Third Quarter 2024 Results
March 07, 2024
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Third Quarter 2024 Earnings Release and Conference Call
February 29, 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
Wiley Hosts Investor Update
January 25, 2024
From
John Wiley and Sons
Via
Business Wire
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