Analysis Tools

Periodic Future Value - To calculate the future value of a monthly investment.

Single Sum Future Value - To calculate the future value of a one-time, lump-sum investment.

Loan Amortization Calculator - This calculator can compute a loan's monthly payment amount based on the principal amount borrowed, the length of the loan and the annual interest rate. Create an amortization schedule.

Mortgage Qualification Tool - Use this quick little calculator as a guide to what the mortgage companies will allow you to borrow.

Portfolio Mix Determination Tool - This calculator is based on Sound Mind Investing author Austin Pryor's "Just-the-Basics" investment strategy. It will make an investment "mix" suggestion based on the authors strategy.

Personal Net Worth Template - This calculator was designed to help you to take a "picture" of your current financial condition.

Personal Cash Flow Template - This calculator was designed to convert all inflows and outflows into their monthly equivalents making it easier to see how much you can really afford to spend during any given month.

 

 

 

 

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Tulsa • Oklahoma City • An independent Member of the BDO Seidman Alliance