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.
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Newsletters

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

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