General Investing Calculators

When you're investing, it's important to think about your plans and possible risks. Does a potential investment align with your financial goals and time horizon? Or can it help overcome broader economic conditions? See how an investment might grow, how consistent investing may help and the potential impact of inflation with our investment calculators.

Calculators

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Future Value

Estimate the future value of an investment based on periodic investments, hypothetical rates of return and investing time frame with this calculator.
Approximate Time: 5 Minutes

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Compound Savings

Gain a better understanding of how consistent investments over a number of years can increase savings.
Approximate Time: 5 Minutes

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Inflation

See how inflation can affect hypothetical returns to help you determine if your rate of investing is adequate.
Approximate Time: 5 Minutes

Savings Goal

What will it take to reach your financial goal? This calculator helps you find out.
Approximate Time: 5 Minutes

Compounding and Your Return

See how the frequency of compounding can affect your savings.
Approximate Time: 3 Minutes

Other Resources

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Creating Your Investment Plan

We suggest a three-step approach to creating your investment plan and putting it to work.

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Build Your Portfolio

Explore how you can build a diversified portfolio.

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Manage Your Portfolio

After you've built your plan and a diversified portfolio, set up time to regularly review your investments.

Diversification does not assure a profit nor does it protect against loss of principal.

Investment return and principal value of security investments will fluctuate. The value at the time of redemption may be more or less than the original cost. Past performance is no guarantee of future results.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.