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.

Net Worth

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

Personal Inflation Rate

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

Life Insurance

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

Taxable Equivalent Yield

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

More Calculators →

Cash Balance Plans Can Help Supercharge Retirement Savings

Generous contribution limits for cash balance plans can help high-income business owners maximize retirement savings.

Tax Tips on Capital Gains

Tax season is an opportunity to look at the tax implications of investment strategies and plan for the year ahead.

Investing in Your Values

Investing based on principles of sustainable, responsible, and impact could have a positive social outcome.

No Shortage of Liability Risks

Liability insurance can help offset unforeseen legal costs that could consume a business's profits.

More Newsletters →