Tools

The Investment Performance Calculator makes it easy to calculate your out-of-pocket profit or loss for accounts active from 1/1/1996 to 7/31/2023.

The Monte Carlo Simulation Tool simulates the investment performance of a bond and/or stock portfolio subject to annual withdrawals.

The Probability Distribution Calculator provides a graphical depiction of the probability distributions that are the backbone of many finance applications.

The Structured Product Calculators calculates the fair values of several popular structured products; including PLUS, Buffered PLUS, PPN, etc.

The Option Value Calculator uses the Black-Scholes model to let you calculate the value of European options under a variety of assumptions.

The Binary Options Valuation Tool introduces the concept of binary options, which are often embedded in structured products.

The Simplified TIC Projections Tool calculates the discounted present value of a model tenant-in-common (TIC) interest.

The 401(k) Retirement Income & Fee Calculator explains the effect of fees on the value of a 401(k) retirement account by calculating the before-tax effects of allocation and saving decisions.

The Annual vs. Bimonthly 401(k) Contributions Tool shows the effect of changing 401(k) contributions from bimonthly to annual.