Investment Tools

As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.
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Annual Stock Option Grants

Use this calculator to project how much a series of annual stock option grants could be worth to you.

Compare Investment Fees

Even a small difference in the fees you pay on your investments can add up over time.

Future Value Calculator

Determine the future value of an investment (initial deposit and/or a stream of periodic deposits).

Internal Rate of Return (IRR) Calculator

Calculate the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.

Investment Goal

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

Investment Property

An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.

Cash, Fixed Income and Equities

This questionnaire is designed to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income and Equities.

Lump Sum Annual Return

With this calculator, you need to simply input the initial contribution and starting & ending date with the calculated future value of the investment.

Municipal Bond Tax Equivalent Yield

Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes.

Mutual Fund Expense Calculator

By entering a few pieces of information, you can see the impact of fees and operating expenses on your investment.

Taxable vs. Tax Deferred vs. Tax Free Investment

This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.

Personal Economic Recovery Calculator

This calculator can help you determine exactly what it might take to return your to your original investment balance.

REIT Tax Distribution

Find a REIT’s hypothetical yield and how ROC impacts tax yield.

Stock Option Calculator

Determine the value of your stock options for the next 1-25 years.

Lump Sum Present Value

Use this calculator to determine the present value of a future lump sum.

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