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home
about us
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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
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Own Your Practice
Letter to Clients
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contact us
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Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
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Client Information
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Sample Portfolio
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Back Dated Performance Reports
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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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Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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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
)
51.58
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Updated: 7:00 PM EDT, Aug 21, 2026
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INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against John Wiley & Sons, Inc. and Encourages Investors with Losses to Contact the Firm
June 15, 2023
From
The Schall Law Firm
Via
Business Wire
WLY, WLYB INVESTOR NEWS: ROSEN, TRUSTED INVESTOR COUNSEL, Encourages John Wiley & Sons, Inc. Investors With Losses in Excess of $100K to Inquire About Securities Class Action Investigation – WLY, WLYB
June 15, 2023
From
The Rosen Law Firm, P.A.
Via
Business Wire
Stocks That Hit 52-Week Lows On Thursday
↗
June 15, 2023
On Thursday, 64 companies achieved new lows for the year.
Via
Benzinga
Why Wiley Shares Are Falling Today
↗
June 15, 2023
John Wiley & Sons Inc (NYSE: WLY) reported a Q4 FY23 revenue decline of 4% Y/Y to $526.1 million,
Via
Benzinga
11 Communication Services Stocks Moving In Thursday's Intraday Session
↗
June 15, 2023
Via
Benzinga
Why John Wiley & Sons Shares Are Trading Lower By Around 10%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
June 15, 2023
Gainers SCWorx Corp. (NASDAQ: WORX) shares jumped 281% to $0.8396.
Via
Benzinga
John Wiley & Sons: Q4 Earnings Insights
↗
June 15, 2023
Via
Benzinga
Earnings Preview For John Wiley & Sons
↗
June 14, 2023
Via
Benzinga
John Wiley & Sons: Dividend Insights
↗
April 05, 2023
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
March 15, 2023
On Wednesday, 479 stocks made new 52-week lows.
Via
Benzinga
John Wiley & Sons Earnings Preview
↗
March 08, 2023
Via
Benzinga
Thursday Is Your Last Chance To Buy John Wiley & Sons Before The Dividend Payout
↗
December 20, 2022
Via
Benzinga
John Wiley & Sons's Earnings: A Preview
↗
December 06, 2022
Via
Benzinga
Wiley Reports Fourth Quarter and Fiscal Year 2023 Results
June 15, 2023
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Fourth Quarter and Fiscal Year 2023 Earnings Release and Conference Call
June 08, 2023
From
John Wiley and Sons
Via
Business Wire
PANW Stock Alert: S&P 500 Gives Palo Alto a HUGE Boost
↗
June 05, 2023
The move to add PANW stock to the S&P 500 reflects the success of the company's stock, which is up over 26% in the last 12 months.
Via
InvestorPlace
Palo Alto Networks To Join S&P 500 Index: Here Are All The S&P Index Changes
↗
June 03, 2023
Here are the changes to the S&P indexes before the open on June 20.
Via
Investor's Business Daily
Wiley Announces Quarterly Dividend
March 29, 2023
From
John Wiley and Sons
Via
Business Wire
Columbia Engineering and Wiley Launch New Partnership to Help Close the Labor Market Gap in Tech
March 14, 2023
From
John Wiley and Sons
Via
Business Wire
Stocks That Hit 52-Week Lows On Friday
↗
March 10, 2023
On Friday, 497 companies set new 52-week lows.
Via
Benzinga
Why JD.com Shares Are Trading Lower By Around 9%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
↗
March 09, 2023
Gainers
Via
Benzinga
Wiley Reports Third Quarter Fiscal Year 2023 Results
March 09, 2023
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules Third Quarter 2023 Earnings Release and Conference Call
March 02, 2023
From
John Wiley and Sons
Via
Business Wire
CORRECTING and REPLACING Student Engagement a Growing Problem for Colleges Post-COVID, According to New Wiley Research
February 13, 2023
From
John Wiley and Sons
Via
Business Wire
Skills Gap Rapidly Widening, According to New Wiley Survey
January 24, 2023
From
John Wiley and Sons
Via
Business Wire
Wiley Announces Quarterly Dividend
December 15, 2022
From
John Wiley and Sons
Via
Business Wire
Wiley Reports Second Quarter Fiscal Year 2023 Results
December 07, 2022
From
John Wiley and Sons
Via
Business Wire
Earnings Scheduled For December 7, 2022
↗
December 07, 2022
Companies Reporting Before The Bell • Academy Sports (NASDAQ:ASO) is estimated to report quarterly earnings at $1.59 per share on revenue of $1.55 billion.
Via
Benzinga
Wiley Schedules Second Quarter 2023 Earnings Release and Conference Call
November 30, 2022
From
John Wiley and Sons
Via
Business Wire
Wiley Launches ‘Partner Solutions’ Division in Research to Support the Transition to Open Access Publishing
October 17, 2022
From
John Wiley and Sons
Via
Business Wire
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