Interactive Policy Models

We believe policy is best understood mathematically. These client-side models allow you to stress-test economic assumptions and calculate personal impacts of federal legislation.

Real Estate

Mortgage Stress Test

Calculate housing affordability thresholds based on prevailing 30-year fixed treasury spreads.

Taxation

Income Tax Brackets

Determine exact marginal vs effective federal tax rates based on 2024 IRS data.

Taxation

FICA & Paycheck Impact

Model the impact of payroll taxes (Social Security & Medicare) on net income.

Taxation

Capital Gains Burden

Calculate long vs short term capital gains tax liabilities including NIIT thresholds.

Taxation

Corporate Tax Liability

Model federal corporate tax burdens (Flat 21%) vs historical tiered systems.

Taxation

Federal Estate Tax

Assess exposure to the federal estate tax based on the 2024 exemption limit ($13.61M).

Federal Programs

Social Security ROI

Optimize claiming age (62 vs 67 vs 70) based on life expectancy models.

Federal Programs

SAVE Plan Calculator

Calculate monthly payments under the Income-Driven Repayment (IDR) framework.

Trade Policy

Tariff Passthrough

Model the consumer cost impact of Section 301 ad valorem tariffs on imported goods.

Macroeconomics

CPI Adjustment

Adjust historical purchasing power using Bureau of Labor Statistics CPI-U data.

Macroeconomics

Yield Curve Inversion

Visualize the spread between the 2-Year and 10-Year Treasury yields as a recession indicator.

Trade Policy

Trade Deficit Scaler

Contextualize the $1T+ US trade deficit against aggregate GDP over time.

Macroeconomics

Fed Funds History

Track the Effective Federal Funds Rate (EFFR) against historical inflation spikes.

Macroeconomics

Debt-to-GDP Ratio

Calculate the sovereign debt burden normalized against current national economic output.

Personal Finance

401(k) Tax Deferral

Model long-term capital compounding of pre-tax vs post-tax retirement contributions.