Investment Resources

Charts to calculators

Our set of investment resources is here for you.  For even more detailed information, contact us. 

or call 510.653.8968


Future Value Calculator

Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.

401(k) Retirement Calculator

A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) Effect on Paycheck Calculator

Use this calculator to see how increasing your contributions to a 401(k) plan can affect your paycheck as well as your retirement.

Performance Charts

The Markets

Summary information on major indices and their performance today.

Our Knowledge


Investment Links

Education is a crucial piece to Financial Freedom and we’ve made it a little easier by compiling a list of additional resources to add to your arsenal, free of charge: