Investment Calculators
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.
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
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.
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.
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.
Amortizing Loan Calculator
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
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.
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.
