INVESTMENT
TOOLS & CALCULATORS

INVESTMENT
TOOLS & CALCULATORS

We have included several tools to help you better calculate your investment needs for any scenario. Click any one of the tiles below to launch that calculator. If you have any questions, please reach out to us.

ANNUAL STOCK OPTION GRANTS

This calculator projects how much a series of annual stock option grants could be worth to you and your portfolio.

ASSET ALLOCATION CALCULATOR

Your age, ability to tolerate risk and several other factors are used to calculate your desirable mix of stocks, bonds and cash.

COMPARE INVESTMENT FEES

This calculator shows how different fees impact your investment strategy and the worth of your portfolio!

FUTURE CONTRACTS CALCULATOR

Determine the number of future contracts you may wish to purchase based on your account equity and trading plan.

INTERNAL RATE OF RETURN CALCULATOR

It calculates an irregular stream of up to 20 payments on an annual basis.

INVESTMENT DISTRIBUTION

Determine either how long or how many periodic distributions can be taken out of an investment before it runs out.

INVESTMENT GOAL CALCULATOR

Use this calculator to gauge if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

INVESTMENT LOAN CALCULATOR

This calculator illustrates the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can increase worth.

INVESTMENT RETURNS CALCULATOR

There is more to investing than knowing your ROI. Calculate how inflation, taxes, and your time can impact your bottom line.

INVESTMENT SAVINGS & DISRIBUTIONS

Determine how long your investment savings can last once you begin taking distributions as income.

MUNICIPAL BOND TAX EQUIVALENT YIELD

Income from municipal bond coupon payments are not subject to income tax. Estimate their tax-equivalent yield.

MUTUAL FUND EXPENSE CALCULATOR

This calculator analyzes the costs associated with buying shares in a mutual fund and operating expenses.

PERSONAL ECONOMIC RECOVERY CALCULATOR

This calculator determines exactly what it might take to return you to your original investment balance.

PRESENT VALUE CALCULATOR

You can use this calculator to determine the present value of a known final future value plus a stream of deposits.

REIT TAX EQUIVALENT CALCULATOR

This calculator shows a REIT’s hypothetical yield and how ROC impacts tax equivalent yield on an annual basis.

let’s get in touch

At SP Group, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.

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(402) 420-7758
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Visit Us

1230 Aries Drive, Suite A Lincoln, NE 68512