INVESTMENT TOOLS
ANNUAL STOCK OPTION GRANTS
To estimate how much you could gain if you received a series of stock option grants over time, use this calculator.
COMPARE INVESTMENT FEES
It does not matter how small the difference in fees you pay over time on your investments.
FUTURE VALUE CALCULATOR
Assess the future value of an investment (an initial deposit and/or a series of periodic deposits).
INTERNAL RATE OF RETURN (IRR) CALCULATOR
An irregular stream of up to 20 payments and withdrawals can be calculated on an annual basis using the IRR.
INVESTMENT GOAL
You can use this calculator to assess whether your investment plan is on track to achieve your investment goals – and to receive suggestions on how to improve it if you aren’t.
INVESTMENT PROPERTY
Investing in real estate can be a wise decision. With this calculator, you can examine the return you could receive on an investment property.
CASH, FIXED INCOME AND EQUITIES
The purpose of this questionnaire is to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.
LUMP SUM ANNUAL RETURN
The value of the investment is determined by combining the initial contribution, the investment start and ending date, and the calculator’s calculation of the future value.
MUNICIPAL BOND TAX EQUIVALENT YIELD
Payments derived from municipal bond coupons are often not subject to state taxes and often not subject to federal income tax.
MUTUAL FUND EXPENSE CALCULATOR
This tool shows you how operating expenses and fees affect your investment based on a few pieces of information.
TAXABLE VS. TAX DEFERRED VS. TAX FREE INVESTMENT
Tax-deferred investments, tax-free investments, and normal taxable investments are all compared with this calculator.
PERSONAL ECONOMIC RECOVERY CALCULATOR
Calculate exactly what it might take to return your investment balance to its original amount using the following calculator.
STOCK OPTION CALCULATOR
Calculate the value of your stock options for the next 1-25 years.
LUMP SUM PRESENT VALUE
Calculate the present value of a future lump sum using this calculator.