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home
about us
Investment Approach
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Market Analysis Summary
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Value Proposition
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
Services, Fees and Compensation
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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
Bond Fund Seminar
RSVP-Signup Form
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John Wiley & Sons, Inc. Common Stock
(NY:
WLY
)
51.58
-0.50 (-0.96%)
Official Closing Price
Updated: 7:00 PM EDT, Aug 21, 2026
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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
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
Wiley Announces Quarterly Dividend
September 29, 2022
From
John Wiley and Sons
Via
Business Wire
John Wiley & Sons Stock Falls As Q1 Earnings Lag Street View
↗
September 07, 2022
Via
Benzinga
Recap: John Wiley & Sons Q1 Earnings
↗
September 07, 2022
John Wiley & Sons (NYSE:WLY) reported its Q1 earnings results on Wednesday, September 7, 2022 at 07:30 AM. Here's what investors need to know about the announcement.
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
Stocks That Hit 52-Week Lows On Monday
↗
September 26, 2022
Monday saw 825 companies set new 52-week lows.
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
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
Why Korn Ferry Is Trading Lower By Over 8%, Here Are 40 Stocks Moving In Wednesday's Mid-Day Session
↗
September 07, 2022
Gainers Allena Pharmaceuticals, Inc. (NASDAQ: ALNA) jumped 64% to $0.1199. Allena Pharmaceuticals shares dipped over 30% on Tuesday after the company announced it has filed for bankruptcy.
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
Wiley Reports First Quarter Fiscal Year 2023 Results
September 07, 2022
From
John Wiley and Sons
Via
Business Wire
Earnings Scheduled For September 7, 2022
↗
September 07, 2022
Companies Reporting Before The Bell • G-III Apparel Group (NASDAQ:GIII) is projected to report quarterly earnings at $0.47 per share on revenue of $594.78 million.
Via
Benzinga
Preview: John Wiley & Sons's Earnings
↗
September 06, 2022
John Wiley & Sons (NYSE:WLY) is set to give its latest quarterly earnings report on Wednesday, 2022-09-07. Here's what investors need to know before the announcement. Analysts estimate that John Wiley...
Via
Benzinga
Wiley to Participate in Morningstar’s Management Behind the Moat Conference
September 01, 2022
From
John Wiley and Sons
Via
Business Wire
Wiley Schedules First Quarter 2023 Earnings Release and Conference Call
August 31, 2022
From
John Wiley and Sons
Via
Business Wire
Blue Chip Stocks In Focus: John Wiley & Sons Inc.
↗
July 27, 2022
John Wiley is one of the oldest publishers in the US, having been founded in 1807. The company has boosted its dividend for 29 consecutive years and has an operating history well in excess of two...
Via
Talk Markets
John Wiley & Sons's Ex-Dividend Date Is Tuesday, Here's What You Need To Know
↗
June 30, 2022
Monday marks the last chance for investors to receive the next dividend payout from John Wiley & Sons (NYSE:WLY).
Via
Benzinga
Wiley Appoints Brian O’Harold Hemphill, Ph.D., to Board of Directors
June 27, 2022
From
John Wiley and Sons
Via
Business Wire
Wiley Increases Quarterly Dividend for the 29th Consecutive Year
June 23, 2022
From
Wiley
Via
Business Wire
Stocks That Hit 52-Week Lows On Wednesday
↗
July 13, 2022
During Wednesday's session, 326 stocks hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
June 22, 2022
On Wednesday, 329 companies hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Thursday
↗
June 23, 2022
On Thursday, 216 stocks hit new 52-week lows.
Via
Benzinga
Stocks That Hit 52-Week Lows On Wednesday
↗
June 15, 2022
Wednesday's session saw 269 companies set new 52-week lows.
Via
Benzinga
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