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Savings Growth

What is the long-term impact of increased investment return? It may surprise you how much more you could accumulate in savings simply by repositioning assets to achieve potentially a slightly higher return. Even one, two or three percent return over a short number of years can make a dramatic difference. View Calculator 2018 Income TaxAsset [...]

Asset Allocation

How should I allocate my assets? Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk. * Source: Brinson, Singer, and Beebower, 'Determinants of Portfolio Performance II: An [...]

Needed Savings

How much should I save to reach my goal? What are you saving for: a computer, car, boat, summer home, down payment? Use this calculator to determine what you need to save on a regular basis to have the funds ready when needed. View Calculator 2018 Income TaxAsset AllocationCash FlowCost of WaitingCredit Card PayoffEstate TaxesFederal [...]

Taxable/Tax-Deferred

Taxable vs. tax-advantaged savings? Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal. View Calculator 2018 Income TaxAsset AllocationCash FlowCost of WaitingCredit Card PayoffEstate TaxesFederal WithholdingFuture Value EstimatorHome [...]

Risk Profiler

What is my risk tolerance? On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to [...]