View some comprehensive overview of different types of investments, including stocks, bonds, mutual funds, and real estate, and discusses the risks and potential rewards of each.
Annual Rate of Return Calculator

Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.

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. Use this tool for assistance.

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.

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 Value Calculator

Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.