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  •  Washington: 503-972-3221
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See Your Future

because expectation is the greatest influence.

Bullish or Bearish

Are you confident in your investment strategy

A Plan for All Seasons

can you find safety in a storm?

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Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

Weekly Commentary

  • LPL Weekly Market Commentary
  • Weekly Commentary Letter

Monthly Commentary

  • LPL Global Portfolio Strategy
  • First Trust Monthly Data Summary
  • VFO Inner Circle Article - Building a Family Dynasty
  • VFO Inner Circle Article - Four Tools for Managing Risk in Your Business
  • VFO Inner Circle Article - Three Reasons Life Insurance Should Be Part of Your Wealth Plan
  • VFO Inner Circle Article - Turning Arguments Into Meaningful Discussions
  • VFO Inner Circle Article - Virtual Experiences We Think You'll Love

Quarterly Commentary

  • LPL Market Insight Quarterly
  • JP Morgan Guide to the Markets

Charts, Graphs and Pictures

  • Chart of the S&P 500

Financial Planning Tools

  Useful Websites
  • Social Security Administration
  • Internal Revenue Service (IRS)
  • Washington GET Program
  • FINRA
  • Partnership Form K-1's
  • Federal Bureau of Labor & Statistics
  • Worldometer
  • The Wall Street Journal
  • The New York Times

 Financial Calculators

 Retirement

  • Social security retirement income estimator
  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings
 Savings
  • Becoming a millionaire
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to reach my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?
 Taxation
  • Federal income tax calculator
  • How much self-employment tax will I pay?
  • What is my tax-equivalent yield?
  • Tax refund estimator
  • Tax freedom day
 Home & Mortgage
  • Comprehensive mortgage calculator
  • Should I convert to a bi-weekly payment schedule?
  • What are the tax savings generated by my mortgage?
  • Compare an interest-only versus traditional mortgage
 College
  • Will I be able to pay back my student loans?
  • Advantages of the Coverdell ESA.
  • Advantages of a 529 College Savings Plan
  • What is the value of a college education?
  • What are the payments on a parental (PLUS) loan?
 Cash Flow
  • Should I pay down debt or invest more?
  • How long will my money last?
  • Historical inflation - Compare purchasing power
 Credit
  • How long will it take to pay off my credit card(s)?
  • How long until my loan is paid off?
  • What would my loan payments be?
  • What is the balance owing on my loan?
  • Which is better, cash up front or payments over time?
  • What is the impact of making extra debt payments?
  • Should I pay off debts or invest the money?
 Paycheck & Benefits
  • Convert my salary to an equivalent hourly wage.
  • Convert my hourly wage to an equivalent salary.
 Auto
  • Auto purchase - Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Auto loan - Accelerated payoff
 Other Calculators
  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

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Archives

Access past commentary, articles, white papers and more!

  • 2021
  • 2020
  • 2019

SHC Lake Oswego
4800 SW Meadows Road
Lake Oswego, OR 97035

 
  •  Oregon: 503-972-3220
  •  Washington: 425-998-9680
  •  Fax: (877) 972-3225
  •  Contact Us By Email

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