Strategy Builder
Create, test, and optimize your financial strategies with our interactive tools
Analyze and compare different insurance and investment products side by side. See projected cash values, death benefits, and returns over time to make informed decisions.
Compare rebuilding vs. selling options for Pacific Palisades homeowners. Our analysis shows rebuilding can yield substantial long-term value ($8-12M) compared to lot sales ($2-2.5M).
Build complex options strategies including spreads, straddles, and iron condors. See profit/loss projections and analyze risk metrics.
Determine the right amount of options contracts to hedge your stock positions. Analyze cost-efficiency and protection levels.
Plan withdrawals from different account types (401k, IRA, Roth, taxable) to minimize your tax burden throughout retirement.
Analyze how different annuity types would have performed compared to the S&P 500 index over the past century. Includes RMD impact analysis and inflation adjustments.
Simulate portfolios based on Nancy Pelosi, Warren Buffett, and other famous investors' strategies. Track performance and analyze holdings.
Input your current investments and get recommendations for optimal asset allocation based on modern portfolio theory.
Calculate expected income from Social Security, pensions, retirement accounts, and other sources to ensure you're on track.
Calculate cash flow, cap rate, ROI, and other key metrics for rental properties and real estate investments.