Maximize your investment strategy with our Tax Loss Harvesting Calculator. This powerful tool helps investors identify opportunities to reduce tax liability through strategic loss harvesting while ensuring wash sale rule compliance. Input your portfolio details, tax rate, and investment preferences to receive customized recommendations for optimizing your tax position.
Use our Sustainable Growth Rate Calculator to determine your company's maximum achievable growth rate without external financing. Simply input your Return on Equity (ROE) and Dividend Payout Ratio to calculate the sustainable growth rate using the Higgins model.
Transform your investment strategy with our comprehensive ESG screening tool. Calculate weighted environmental, social, and governance scores while excluding controversial sectors. Perfect for investors seeking to align their portfolios with sustainable and ethical principles.
A powerful calculator utilizing the Black-Scholes model to determine the fair value of employee stock options (ISOs and NSOs). Features include AMT considerations for ISOs, risk-adjusted valuations, and clear result presentation for better decision-making in equity compensation.
Use our free 1031 Exchange Calculator to estimate your potential tax savings when conducting a like-kind exchange. This tool helps real estate investors calculate deferred taxes while considering sale price, adjusted basis, tax rate, and boot received. Includes important 45-day identification and 180-day closing deadline reminders.
Use our Sortino Ratio calculator to evaluate your portfolio's risk-adjusted performance. This tool helps investors measure returns against downside risk, providing a more focused approach to investment analysis than traditional metrics. Simply input your portfolio return, risk-free rate, and downside deviation to get instant results.
Use our free reverse mortgage calculator to estimate your HECM (Home Equity Conversion Mortgage) principal limit. Simply enter your home value, age, and current mortgage balance to get an instant estimate of your potential reverse mortgage amount. This tool helps seniors understand their home equity borrowing options for retirement planning.
Use our Series EE Savings Bond Maturity Calculator to determine your bond's future value. Enter your bond's face value and purchase date to see how it doubles in value over 20 years. Perfect for long-term investment planning and understanding your guaranteed returns.
Calculate and analyze your company's revenue per employee with our interactive tool. Compare results against industry standards in technology, finance, retail, and manufacturing sectors to evaluate operational efficiency and identify areas for improvement. Get instant insights into your business performance with clear comparative analysis.
