Financial Calculators

Knowing is half the battle.

When it comes to spending your money, it never hurts to see what could happen. Our calculators offer a glimpse into various possible scenarios based on your unique situations. (We're not saying we can tell the future, but we just might be generating alternate universes.)

Choose one of the goal categories below to start, then get in touch with our team to make it happen.

What is my investment yield?

This calculator computes the rate of return on an existing investment.

All fields are required.

Original investment date

Original investment amount

Date on which the investment was sold

Amount for which the investment was sold

Compounding period

Calculator Results

The rate of return on this investment is 1.621 %.

Calculator tips

In this calculation, your investment yield is not adjusted by tax. To calculate the tax adjusted yield, you can reduce the "Amount for which the investment was sold" by the dollar amount of tax you will owe.

Calculator disclaimer

The information provided by these calculators is intended for illustrative purposes only and is not intended to purport actual user-defined parameters. The default figures shown are hypothetical and may not be applicable to your individual situation. Be sure to consult a financial professional prior to relying on the results.

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