Portland, Oregon
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.

Home Affordability

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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.

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Should You Wait to Claim Social Security?

Factors that retirees should consider when making the important financial decision about claiming Social Security.

Meet the Greeks: Alpha and Beta

This article explains how alpha and beta measures can be used to compare investments.

More Newsletters →