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INVESTMENT CALCULATORS

Are you on track to meet your investment goals? What is your strategy to build your wealth? Our investment calculators can help you get on the right track.

Analyze your assets to create a balanced portfolio.

This calculator helps you create a balanced portfolio of investments. Several factors are used to calculate a desirable mix of stocks, bonds and cash.

What will it take to reach your investment goal?

Use this investment goal calculator to determine how much your investment might grow before taxes, after taxes and after taxes and inflation.

Which is better: taxable or tax-advantaged investments?

How taxes are applied to an investment can make an incredible difference. This calculator is designed to help compare a normal taxable investment to two common tax advantaged situations.