Profiting From Tax Management Of Munis

September 10, 2014
Paul Fennell, a seasoned investment banker, describes how to profit from tax management of municipal bonds in this LinkedIn article.

Kalotay Analytics and Investortools in New Partnership

September 24, 2013

Kalotay and Investortools Partner to Deliver After-Tax Muni Bond Analytics. See press release and Bond Buyer article.

Kalotay Analytics and DelphX in New Partnership

June 4, 2013

Kalotay Analytics and Delphx partner to provide fixed income values and risk measures in real-time. See press release here or open PDF.

Newly Patented Method for Selecting the Right Mortgage

May 28, 2013

How to select the right mortgage from the dizzying array of choices available? Should you pay points to lower your rate? Or is the zero-points deal the best?

APRPlus incorporates the value of your option to refinance and reports an option-adjusted annual percentage rate. The lowest APRPlus wins. See “A Pointer on Points”.