Investment Return Calculator: Project Your Portfolio Growth

The Power of Compound Growth

Key Factors in Investment Returns

1. Initial Investment: The amount you start with
2. Regular Contributions: Monthly or annual additions
3. Time Horizon: Number of years invested
4. Rate of Return: Expected annual return
5. Taxes and Fees: Impact on overall growth

Common Investment Scenarios

Retirement Savings

• Start early to maximize compounding
• Take advantage of employer matches
• Consider tax-advantaged accounts (401k, IRA)

College Savings

• 529 plans offer tax-free growth
• Adjust risk as college approaches
• Consider time horizon for each child

General Investing

• Diversify across asset classes
• Rebalance periodically
• Stay invested through market cycles

Next Steps

1. Use our Investment Return Calculator
2. Review your asset allocation
3. Consider working with a financial advisor
4. Set up automatic contributions