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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Women Lack Life Insurance

Why women need life insurance, whether they are breadwinners, co-providers, or a stay-at-home parent.

HOT TOPIC: The Japanese Economy

In 2013, Japan’s economy and stock market showed promising signs of progress after 15 years of deflation.

HOT TOPIC: Will College Pay Off? Big Bills Call for Smart Choices

A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.

More Newsletters →