Method for developing answer-options to issue-questions relating to personal finance and investment

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United States of America Patent

PATENT NO 7014469
SERIAL NO

09723402

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Abstract

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Information concerning personal investment and finance is developed and stored in first and second data sets containing topics and issue-questions related thereto. The information is accessed from these data sets by selectively combining an issue-question with at least one topic to produce a primary information product. A program means associated with the data sets modifies the primary information product by imposing thereon a plurality of answer-options to the selected issue-question. Each answer-options comprises at least one expert opinion and at least one prudent-investor opinion, stored in third and fourth data sets. The imposition of answer-options on the information product produces a polycentric information product, which is readily communicated by oral, written or electronic means. Advantageously, the method provides to a user a range of focused responses to an investor's questions in a time-efficient manner in order for investors to make prudent investments given their priorities and personal preferences.

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Patent Owner(s)

Patent OwnerAddress
NOCERA & ASSOCIATES LLC66 UNION AVENUE NUTLEY NJ 07110

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Banat, Catherine S 333 W. End Ave., Apt. 12 B, New York, NY 10023 2 20
Lee, Sarah C 114 Liberty St., 7th Floor, New York, NY 10006 2 20
Nocera, Tina M 66 Union Ave., Nutley, NJ 07110 3 30

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