Calculators

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Calculators > Investment

Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.
It may surprise you how sales charges, management fees and lost opportunity cost can erode the total return on your mutual fund.
Purchase price, loan terms, appreciation rate, taxes, expenses and other factors must be considered when you evaluate a real estate investment.
Compound interest can have a dramatic effect on the growth of an investment.
A Call option represents the right (but not the requirement) to purchase a set number of shares of stock at a pre-determined 'strike price' before the option reaches its expiration date. A call option is purchased in hopes that the underlying stock price will rise well above the strike price, at which point you may choose to exercise the option. Exercising a call option is the financial equivalent of simultaneously purchasing the shares at the strike price and immediately selling them at the now higher market price.
Tax-deferral can have a dramatic effect on the growth of an investment.
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.

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T: 917.755.0516
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