Please fill out the required fields (denoted with an asterisk) in the MuniProfiler questionnaire. The state and city, if any, where you pay local income taxes, your age, and the ages of you and your spouse or children, if any, are required for the MuniProfiler to scan and search its inventory for suitable recommendations -- to be sent, to the email address (required) that you provide. Otherwise, your name, street address, and telephone number are optional. No solicitation will follow. This is purely a demonstration of matching bonds to the individual for educational purposes.

The MuniProfiler does what I would do when I listen to your financial goals and then come up with a combination of issuer, credit rating, coupon rate, and maturity to fit your needs. Only the MuniProfiler does it faster. In nanoseconds, the MuniProfiler searches 627 blocks of municipal bonds stored in its memory in September 2009. Hit submit, and up pops a model portfolio reflecting your answers and bond prices and yields at the time. If you want to modify your answers, modify them. A different portfolio will pop up tailored to the new criteria.  If, as, and when you are good and ready for a live discussion, you can hit the ground running with a printout of a model portfolio to discuss and update with your broker – or even with Lebenthal & Co. LLC.