Patents by Inventor Rex Macey

Rex Macey has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 8566196
    Abstract: A method and system for determining possible future value of a portfolio of joint investors including receiving user inputs, determining an age of death of joint investors in accordance based on the current age of the respective first and second joint investors and randomly drawn numbers, and computing a future value of the portfolio using said greater age of death of the joint investors, a predetermined rate of return, and the initial value of the portfolio.
    Type: Grant
    Filed: June 13, 2011
    Date of Patent: October 22, 2013
    Assignee: Macey-Holland & Company, LLC
    Inventor: Rex Macey
  • SYSTEM AND METHOD FOR INCORPORATING MORTALITY RISK IN AN INVESTMENT PLANNING MODEL
    Publication number: 20110276517
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Application
    Filed: June 13, 2011
    Publication date: November 10, 2011
    Inventor: REX MACEY
  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 7962392
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Grant
    Filed: September 24, 2009
    Date of Patent: June 14, 2011
    Assignee: Macey-Holland & Co., LLC
    Inventor: Rex Macey
  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 7962388
    Abstract: A method for computing possible future values of a portfolio of an investor including (a) receiving user inputs comprising an initial value of a portfolio and a current age of an investor; (b) randomly drawing a number between 0 to 1; (c) determining a mortality rate of the investor in accordance with a mortality table based on the current age of the investor; (d) comparing the randomly drawn number with said determined mortality rate using a preselected logical relation to define the current age as the age of death of the investor; (e) computing a future value of the portfolio using the age of death defined in step (d)(1), a predetermined rate of return, and the initial value of the portfolio; and (f) outputting the computed future value of the portfolio.
    Type: Grant
    Filed: June 3, 2008
    Date of Patent: June 14, 2011
    Assignee: Macey-Holland & Co., LLC
    Inventor: Rex Macey
  • SYSTEM AND METHOD FOR INCORPORATING MORTALITY RISK IN AN INVESTMENT PLANNING MODEL
    Publication number: 20100076905
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Application
    Filed: September 24, 2009
    Publication date: March 25, 2010
    Inventor: Rex Macey
  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 7603306
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Grant
    Filed: September 13, 2005
    Date of Patent: October 13, 2009
    Inventor: Rex Macey
  • SYSTEM AND METHOD FOR INCORPORATING MORTALITY RISK IN AN INVESTMENT PLANNING MODEL
    Publication number: 20080243665
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Application
    Filed: June 3, 2008
    Publication date: October 2, 2008
    Inventor: REX MACEY
  • System and method for incorporating mortality risk in an investment planning model
    Publication number: 20060010061
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Application
    Filed: September 13, 2005
    Publication date: January 12, 2006
    Inventor: Rex Macey
  • System and method for incorporating mortality risk in an investment planning model
    Patent number: 6947904
    Abstract: A retirement planning method for computing possible future values of a portfolio of an investor.
    Type: Grant
    Filed: July 25, 2000
    Date of Patent: September 20, 2005
    Assignee: Macey-Holland & Co., LLC
    Inventor: Rex Macey