"Quantitative Solutions for a Qualitative World"
Newsletters
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Car Affordability
How much can you afford to pay for a car?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.