Automated methods and apparatus for programmed periodic...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

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C705S037000

Reexamination Certificate

active

06988081

ABSTRACT:
An automatic system for managing an initial finding amount maintains an initial structure divided between two term investment vehicles, and reinvests the maturities each new term to maintain the initial funding amount.

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patent: 5926800 (1999-07-01), Baronowski et al.
patent: 5933815 (1999-08-01), Golden
patent: WO 97/36253 (1996-10-01), None
patent: WO 97/16897 (1997-05-01), None
Basralian, Joseph, “Up the Bond Staircase”, Financial World, vol. 163, Issue 21, Oct. 11, 1994.
Clauterie, Terrence M. et al., “A Note On Quantifying the Tax Advantage of Structured Versus Lump Sum Settlements”, Journal of Legal Economics, Winter 1996/1997, vol. 6, Issue 3, 1996.
“Up the Bond Staircase” Financial World; New York, Oct. 11, 1994, ISSN: 001520640.

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