ANNUAL STOCK OPTION GRANTS
To estimate how much you could gain if you received a series of stock option grants over time, use this calculator.
COMPARE INVESTMENT FEES
It does not matter how small the difference in fees you pay over time on your investments.
INTERNAL RATE OF RETURN (IRR) CALCULATOR
An irregular stream of up to 20 payments and withdrawals can be calculated on an annual basis using the IRR.
You can use this calculator to assess whether your investment plan is on track to achieve your investment goals – and to receive suggestions on how to improve it if you aren’t.
CASH, FIXED INCOME AND EQUITIES
The purpose of this questionnaire is to help you create a balanced portfolio of the three basic investment classes: Cash, Fixed Income, and Equities.
LUMP SUM ANNUAL RETURN
The value of the investment is determined by combining the initial contribution, the investment start and ending date, and the calculator’s calculation of the future value.
MUTUAL FUND EXPENSE CALCULATOR
This tool shows you how operating expenses and fees affect your investment based on a few pieces of information.
TAXABLE VS. TAX DEFERRED VS. TAX FREE INVESTMENT
Tax-deferred investments, tax-free investments, and normal taxable investments are all compared with this calculator.
STOCK OPTION CALCULATOR
Calculate the value of your stock options for the next 1-25 years.