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.

Car Affordability

How much can you afford to pay for a car?

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Insurance

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Equity REITs and Rising Rates

Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.

Going Public

A discussion on the initial public offering (IPO) process, recent trends, and investment risks.

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

International Investing: Opportunities Overseas?

Investing in emerging markets and developing economies has both risks and opportunities.

More Newsletters →