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home
about us
Investment Approach
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Team Biographies
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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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
Quarterly Performance Reports
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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Wiley Reports Third Quarter Fiscal Year 2023 Results
March 09, 2023
From
John Wiley and Sons
Via
Business Wire
John Wiley & Sons Earnings Preview
↗
March 08, 2023
Via
Benzinga
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
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
Stocks That Hit 52-Week Lows On Wednesday
↗
March 15, 2023
On Wednesday, 479 stocks made new 52-week lows.
Via
Benzinga
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
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
Daily Stock Pick: John Wiley & Sons
↗
October 14, 2022
John Wiley & Sons is one of the foremost global providers of academic journals, books, test preparation materials, and online education program management solutions.
Via
Talk Markets
Stocks That Hit 52-Week Lows On Tuesday
↗
October 11, 2022
On Tuesday, 838 companies hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
October 10, 2022
During Monday's trading, 528 companies set new 52-week lows.
Via
Benzinga
John Wiley & Sons's Ex-Dividend Date Is Friday, Here's What You Need To Know
↗
October 04, 2022
Thursday marks the last chance for investors to receive the next dividend payout from John Wiley & Sons (NYSE:WLY).
Via
Benzinga
Stocks That Hit 52-Week Lows On Monday
↗
October 03, 2022
During Monday's session, 402 companies made new 52-week lows.
Via
Benzinga
Wiley Announces Quarterly Dividend
September 29, 2022
From
John Wiley and Sons
Via
Business Wire
Stocks That Hit 52-Week Lows On Monday
↗
September 26, 2022
Monday saw 825 companies set new 52-week lows.
Via
Benzinga
Half of Gen Z Tech Employees Feel Uncomfortable at Work Due to Their Identity, According to New Wiley Report
September 13, 2022
From
John Wiley and Sons
Via
Business Wire
Why ShiftPixy Surged Around 177%; Here Are 71 Biggest Movers From Yesterday
↗
September 09, 2022
Gainers ShiftPixy, Inc. (NASDAQ: PIXY) shares surged 176.5% to close at $31.00 on Thursday after the company announced plans to spin-off ShiftPixy Labs and dividend its digital securities to...
Via
Benzinga
Attitudes Toward Online Learning Improve Post Pandemic, According to Wiley Survey
September 08, 2022
From
John Wiley and Sons
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For September 8, 2022
↗
September 08, 2022
Via
Benzinga
Cogent Communications, John Wiley & Sons And Other Big Losers From Wednesday
↗
September 08, 2022
U.S. stocks closed higher with the Dow Jones surging more than 400 points on Wednesday. Here is the list of some big stocks moving higher in the previous session.
Via
Benzinga
Why IMARA Jumped Around 75%; Here Are 54 Biggest Movers From Yesterday
↗
September 08, 2022
Gainers
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
September 07, 2022
On Wednesday, 297 companies achieved new lows for the year.
Via
Benzinga
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