Waddell & Reed

Waddell & Reed, Inc.
Investing. With A Plan.

Welcome to my Web site - you’ll find a wealth of information in the form of newsletter articles, calculators, and more.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

More Calculators →

Newsletters

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

More Newsletters →