Financial Matters Search

Online Tools


Rebalancing Your Portfolio - Interactive Chart
Discover how your asset allocation drifts over time and why it is important to periodically rebalance your investment mix.

The Big Difference a Little Bit Extra Could Make - Interactive Chart
See how increasing your retirement account contribution by only a little could potentially boost your account balance by thousands over time.

The Benefits of Tax-Deferred Compounding - Interactive Chart
This interactive chart illustrates how tax-deferred retirement savings vehicles can give you the edge you need to pursue your financial goals.


Asset Allocation Profiler - Calculator
Creates a simple profile of an investor and suggests an asset allocation.

Find the Money to Invest - Calculator
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

Personal Net Worth - Calculator
Find out how much you are worth with this simple net worth calculator.

Cost of Waiting - Calculator
Calculate how much more you'd need to contribute each year to reach your retirement goal if you put off saving for retirement.

Time Value - Calculator
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.

Other Important Links

American Association of Individual Investors

BusinessWeek Online Investing Section
From the homepage, select Investing from the top navigation.

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