Waddell & Reed

Waddell & Reed, Inc.
Investing. With a Plan.®

Welcome to our Web site, where 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. We have created this Web site 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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

Lease Payment

How much would your monthly lease payment be?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

HOT TOPIC: New Chair, Same Fed?

New Fed chair Janet Yellen, forward guidance for future action, and how investors and the economy could be affected.

S Corp vs. C Corp

From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

Smaller Hikes for Medicare Advantage Premiums

The government planned to reduce Medicare Advantage plan funding for 2015, but pressure from Congress led to a reversal.

More Newsletters →