Laddered Interest Rate Scenario Tool
Discover the impact of changing interest rates on laddered municipal and corporate bond portfolios.
Tax-Equivalent Yield Calculator
Choose the best municipal bonds for your clients by comparing potential taxable and tax-exempt yields.
Investment Tax Calculator
Assess your clients’ investment tax rate based on income, location, and filing status.
Concentrated Stock Position Calculator
Help your clients manage and unwind their single-stock concentrations while lowering tax and transaction costs.
Charitable Giving Calculator
Show your clients how to make the most tax-efficient cash and security donations to the charities of their choice.
Combine and assess benchmark blends, responsible investing screens, and portfolio transitions.
Tax Alpha Simulator
Compare potential pretax and after-tax returns when actively harvesting losses and deferring gains.
Compare the potential of a customized index blend against a standard benchmark.