Calculators
INVESTMENT CALCULATORS
- Annual Stock Option Grants: Use this calculator to project how much a series of annual stock option grants could be worth to you.
- Asset Allocator: Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
- Compare Investment Fees: Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees impact your investment strategy!
- Future Contracts Calculator: Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
- Investment Distributions: This calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
- Investment Goal Calculator: Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.
- Investment Loan: This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
- Investment Property Calculator: An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
- Investment Returns: There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
- Investment Savings and Distributions: Use this calculator to see how long your investment savings can last once you begin taking distributions.
- Municipal Bond Tax Equivalent Yield: Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
- Mutual Fund Expense Calculator: This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund’s prospectus, you can see the impact of fees and operating expenses on your investment.
- Personal Economic Recovery Calculator: This calculator can help you determine exactly what it might take to return your to your original investment balance.
- REIT Tax-Equivalent Distribution: This calculator shows a REIT’s hypothetical yield and how ROC impacts tax equivalent yield.
- Stock Option Calculator: Use this calculator to determine the value of your stock options for the next one to twenty five years.
- Taxable vs. Tax Advantaged Investments: This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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COPYRIGHT & DISCLAIMER: Lorimer Wilson and Johnny Punish are not registered advisors and do not give investment advice per se. The articles to be found on the site are expressions of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity or any other financial instrument at any time. Please consult with a qualified investment advisor who is licensed by appropriate regulatory agencies in your legal jurisdiction before making any investment decisions, and barring that, we encourage you confirm the facts on your own before making important investment commitments. The information on this site was obtained from sources which we believe to be reliable, but we do not guarantee its accuracy. None of the information, advertisements, website links, or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. Please note that while Wilson and Punish may already have invested or may from time to time invest in securities that are recommended or otherwise covered on this website they do not intend to disclose the extent of any current holdings or future transactions with respect to any particular security and, as such, you should consider this before investing in any security based upon statements and information contained in any report, post, comment or recommendation you read on the site.
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