Investment

Annual Stock Option Grants

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

Asset Allocation Calculator

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

Compare Investment Fees

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!


Future Contracts Calculator

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

Investment Distributions

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 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 Loan

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 Returns

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 Savings and Distributions

Use this calculator to see how long your investment savings can last once you begin taking distributions.


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. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.

Mutual Fund Expense Calculator

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.

Stock Option Calculator

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


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.