Discover how real growth in some investments may not be enough to meet your financial needs.
Discover how different investment portfolios and holding periods affect the odds of reaching a target rate of return.
Calculate how long an investment will last when you make regular withdrawals.
Discover how longer holding periods reduce the range of best and worst returns on stocks using data from 1947 to 2021.
Discover how diversification can reduce the impact of a market decline on your portfolio.
With the benefit of historical returns, compare how the three main asset classes have performed over time.
Calculate how long it will take your portfolio to recover from a market downturn.
Calculate how missing the best performing months in the stock market can affect investment growth.
Use this questionnaire to define your investment objectives and personality.
Use this calculator to see the cost of waiting to invest.