Private Client StrategyCorporate Advisory

Interactive planning tool

Investment Projection App

Compare four constant-return scenarios and see how starting capital, recurring contributions, and time can change the modeled outcome.

15 years

Assumes the annual contribution is added at the end of each year.

01

3% constant-return assumption

$620,770
3% / yearIllustrative baseline, not a quoted yield
02

5% constant-return assumption

$747,357
5% / yearIllustrative return assumption
03

7% constant-return assumption

$904,129
7% / yearIllustrative return assumption
04

10% constant-return assumption

$1,212,037
10% / yearIllustrative return assumption

Modeled balance by year

Constant nominal return assumptions
15-year comparison

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