Investment Calculator

Time is your greatest investment advantage. Use this calculator to see how starting early can help your wealth grow faster.

"Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn't, pays it."

- Albert Einstein

Investment Parameters

Initial Investment ($)

Monthly Contribution ($)

Expected Annual Return (%)

Historical stock market average is ~10%

Investment Period (Years)

Historical stock market returns guidance is in line with 30 year average market returns as stated here. Returns shown in this chart are not indicative or a guarantee of what a client can expect to return. Please refer to our Important Disclosures to understand the risks associated with investing