Investment Calculators

The interactive calculators below can help you assess a general cost and begin the firs steps of making a decision. Please note, these 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.

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

  • Annual Stock Option Grants

    Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
  • Asset Allocation Calculator

    Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
  • Compare Investment Fees

    Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
  • Future Contracts Calculator

    Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
  • Future Value Calculator

    Use this calculator to determine an Internal Rate of Return (IRR). It calculates the IRR on an annual basis of an irregular stream of up to 20 payments and withdrawals.
  • Internal Rate of Return (IRR) Calculator

    This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
  • Investment Distributions

    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 Goal

    This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
  • Investment Loan

    The Investment Questionnaire is designed to help you create a balanced portfolio from a broad range of investment classes.
  • Investment Questionnaire - Broad Portfolio

    There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
  • Investment Returns

    Use this calculator to see how long your investment savings can last once you begin taking distributions.
  • Investment Savings and Distributions

    Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
  • Lump Sum Annual Return Calculator

    Use this calculator to determine the present value of a future lump sum.
  • Lump Sum Present Value Calculator

    Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
  • Municipal Bond Tax Equivalent Yield

    This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
  • Mutual Fund Expense Calculator

    Use this calculator to determine the present value of a known final future value plus a stream of deposits.
  • Present Value Calculator

    Use this calculator to determine the how much needs to be invested now to achieve a future goal. The total amount required immediately is reduced by the present value of a stream of additional deposits.
  • Present Value Goal Calculator

    This calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
  • REIT Tax-Equivalent Distribution

    Use this calculator to determine the value of your stock options for the next one to twenty five years.
  • Stock Option Calculator

    This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
  • Taxable vs. Tax Deferred vs. Tax Free Investment

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