Waddell & Reed Inc.

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

I would like to take a moment and welcome you 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.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Consider a Roth for Tax-Free Retirement Income

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

Why Hold Money Market Mutual Funds?

Why investors still hold money market mutual funds despite low returns.

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

Estate Planning: Life Insurance Options for Leaving a Legacy

A whole life or survivorship life insurance policy can play an important role in a family’s estate plan.

More Newsletters →