On this page is a bond yield to maturity calculator, which will automatically calculate the internal rate of return earned by an investor who buys a certain bond. This … [Read more...]
S&P 500 Historical Return Calculator
On this page is a S&P 500 Historical Return calculator. It allows you to input time-frames from 1 month all the way up to 60 years and 11 months and crunches data … [Read more...]
Compound Interest Calculator (and the Compound Interest Formula)
On this page is a detailed compound interest calculator, along with the compound interest formula. The calculator allows you to calculate compound interest from a … [Read more...]
A Calculator to Estimate the Present Value of a Future Sum
On this page is a present value calculator, a term often abbreviated as PV. When dealing with future dollar amounts, a present value is an estimate of the current sum … [Read more...]
Compound Annual Growth Rate Calculator (CAGR)
On this page is a compound annual growth rate calculator, also known as CAGR. It takes either a final dollar amount or a total percentage return as input, along with a … [Read more...]
Nikkei Return Calculator, with Dividend Reinvestment
Below is a Nikkei Return calculator with dividend reinvestment, a necessary (yet rarely seen) feature to compare true investment returns. The return calculator can also … [Read more...]
Net Worth by Age Calculator for the United States
Ever wonder how your net worth stacks up with the rest of your age group in America? We made a net worth by age calculator using Federal Reserve data - merely enter your … [Read more...]
Can You Grow Wealth with Stocks? The Story of Ronald Read.
Can we expect folks with average or below average incomes to be able to amass a sufficiently large financial nut in retirement? Or, more simply, is it reasonable to … [Read more...]
The Aspirational Class: How Many Accredited Investors Are There in America?
We estimate that 8.25% of all American households - or roughly 10,108,811 households - count as Accredited Investors. (As of 2013, calculated using Federal Reserve SCF … [Read more...]
Average Drawdowns of Wealth for American Retirees
This article is an attempt to look at the wealth drawdowns for American retirees, strictly by looking at net worth data for heads of households with age ranges 65-69, … [Read more...]
The Net Worth of Different Age Groups in America
In this article, a continuation of our American Net Worth series, we explore the net worth it took to be in the 10%, 25%, 50%, 75%, 90%, and 99% (the 'one percent') … [Read more...]
The Net Worth of American Retirees
Continuing our little series on American Net Worth secrets revealed by the Federal Reserve's 2013 Survey of Consumer Finances, I figured we'd zoom into a little segment … [Read more...]