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.

Life Insurance

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

Car Affordability

How much can you afford to pay for a car?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

Making Sense of Auto Financing

Buyers who intend to finance a new car purchase should generally shop carefully for the best price and terms.

Weighing Price and Earnings

Some factors that may affect P/E ratios and what they might reveal about individual stocks and broader market trends.

More Newsletters →