Wealth Professionals

Strategic Leverage Calculators

Transform complex credit strategies into compelling client conversations with professional-grade analytical tools.

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A comprehensive approach to credit strategy

Model credit-based wealth strategies, quantify leverage opportunities, and present sophisticated analysis with confidence. Turn complex scenarios into clear client recommendations.

From market-timing strategies to tax-efficient debt restructuring, these calculators help you demonstrate value to sophisticated clients.

Tax Optimization

Calculate after-tax benefits of strategic debt restructuring

Risk Analysis

Understand margin requirements and portfolio volatility

Wealth Building

Model long-term compounding with leverage strategies

Client Ready

Professional presentations for sophisticated investors

Professional Calculator Suite

Select a calculator to model credit strategies and generate client-ready analysis

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Perspectives on Borrowing to Invest

Understand the rationale for borrowing to invest, how to manage the risks, and the impact of a credit strategy on a client's cash flow.

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Debt Swap

Transform non-deductible debt into tax-advantaged investment debt. Calculate the wealth-building potential of strategic debt restructuring.

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Leverage the Dip

Capitalize on market corrections with strategic credit deployment. Model benefits of borrowing during temporary market downturns.

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Investment Accelerator

Leverage cash flow to compound wealth. Boost portfolio returns by using credit to increase exposure to growing markets.

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Immediate Financing Arrangement

Leverage permanent life insurance to fund premiums and create tax-efficient wealth strategies through immediate financing.

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Disclaimer: Borrowing to invest may not be suitable for all investors. Using borrowed money (whether through a margin account or any other method of borrowing) to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. In the case of a margin account, you are also required to satisfy margin calls as required by the terms of the margin agreement. The use of leverage can result in investment losses which exceed the amount of your invested capital.