918 Deming Way, 3rd Floor Madison, WI 53717 | 608.827.5700 | 877.886.5777 | Fax: 608.827.7300

Calculators

In the United States, a 401k retirement savings plan allows a worker to save for retirement and have the savings invested while deferring current income taxes on the saved money and earnings until withdrawal.
The Amortization Calculator shows you a breakdown of any loan – shows month, payment, interest, principle, and principal remaining.
Bond Value = Present value of the face value + Present value of the the remaining interest payments
This calculator shows the compound interest that is earned on any type of investment. The truest general definition of compound interest is money working for you by accumulating interest and even having the interest earned accumulate interest on itself.
The current yield of a bond is also referred to as the “flat yield”, “interest yield”, “income yield” or even the “running yield”. The current yield of a bond is defined as the coupon payment of the bond divided by the market price of the bond and is therefore a measurement of the value of the bond after adjusting for current market interest rates.
The Holding Period Return Calculator will assist in calculating the holding period return of a given investment (or group investment).
Use this calculator to help determine how much you need to withdraw each month once you retire to live comfortably and how much you need to contribute each month to maximize employer contribution for monthly retirement withdrawal goal. The are 4 main types of IRA for your consideration: Traditional IRA’s, Roth IRA’s, SEP IRA’s, and SIMPLE IRA’s.
Simple Mortgage Payment Calculator, used to find rough estimate of what your mortgage payment will be.
The Present Value Calculator will calculate the present value of any future lump sum by entering the future value, the interest rate per period (also called the discount rate), and the number of periods.
A ROTH IRA is a preferred way for many to save for retirement as it enjoys tax free growth and tax free distributions (as opposed to a Traditional IRA that receives a tax deduction for funds contributed into the IRA and atax deferred growth rather than tax free growth).
This calculator is useful for comparing the yield of municipal bonds (which are generally tax free although there are different types of municipal bonds; general obligation municipal bonds and municipal revenue bonds – the former are usually tax free while the latter are usually not) with the yield of taxable bonds. The higher your income tax rate then the more attractive that tax free municipal bond becomes.

AAPL
158.76
-2.19
-1.36%
XOM
76.585
-0.886
-1.1430%
MSFT
72.73
-0.92
-1.25%
JNJ
133.58
-0.59
-0.44%
WFC
52
-0.69
-1.31%
GE
24.866
-0.234
-0.9311%
JPM
91.1
-0.99
-1.08%
PG
92.49
+0.05
+0.05%
PFE
33.095
-0.265
-0.794%
VZ
48.2
-0.21
-0.43%
CVX
106.435
-0.405
-0.379%
T
37.896
-0.334
-0.8747%
BAC
23.81
-0.38
-1.57%
DIS
102.04
-0.16
-0.16%
FB
167.98
-2.02
-1.19%
C
66.895
-0.815
-1.204%
MRK
62.18
-0.52
-0.83%
GOOG
916.9
-10.06
-1.09%
KO
46.07
-0.13
-0.28%
CMCSA
40.465
-0.775
-1.879%
HD
150.8
-1.45
-0.95%
GILD
72.44
-0.91
-1.24%
INTC
35.28
-0.53
-1.48%
IBM
141.255
-1.245
-0.874%
CSCO
30.96
-1.38
-4.27%
PEP
118.7
-0.4
-0.34%
AMZN
965.385
-12.795
-1.308%
ORCL
48.775
-0.475
-0.964%
V
102.68
-0.64
-0.62%
WMT
79.55
-1.43
-1.77%
AAPL
158.76
-2.19
-1.36%
XOM
76.585
-0.886
-1.1430%
MSFT
72.73
-0.92
-1.25%
JNJ
133.58
-0.59
-0.44%
WFC
52
-0.69
-1.31%
GE
24.866
-0.234
-0.9311%
JPM
91.1
-0.99
-1.08%
PG
92.49
+0.05
+0.05%
PFE
33.095
-0.265
-0.794%
VZ
48.2
-0.21
-0.43%
CVX
106.435
-0.405
-0.379%
T
37.896
-0.334
-0.8747%
BAC
23.81
-0.38
-1.57%
DIS
102.04
-0.16
-0.16%
FB
167.98
-2.02
-1.19%
C
66.895
-0.815
-1.204%
MRK
62.18
-0.52
-0.83%
GOOG
916.9
-10.06
-1.09%
KO
46.07
-0.13
-0.28%
CMCSA
40.465
-0.775
-1.879%
HD
150.8
-1.45
-0.95%
GILD
72.44
-0.91
-1.24%
INTC
35.28
-0.53
-1.48%
IBM
141.255
-1.245
-0.874%
CSCO
30.96
-1.38
-4.27%
PEP
118.7
-0.4
-0.34%
AMZN
965.385
-12.795
-1.308%
ORCL
48.775
-0.475
-0.964%
V
102.68
-0.64
-0.62%
WMT
79.55
-1.43
-1.77%