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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.


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