Try our financial calculators!
Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs, and fully customizable reports are just a few of the features that make our calculators stand out!
|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.|
|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 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.|
|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.|