Waddell & Reed

Misty Triplett
Financial Advisor

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.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Disability Income Insurance

How much Disability Income Insurance do you need?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Lease Payment

How much would your monthly lease payment be?

More Calculators →

HOT TOPIC: Looking Beyond the Bull Market

The bull market for U.S. stocks hit the 5-year mark in March; only 5 have lasted longer. Where could stocks be headed?

HOT TOPIC: What Can We Expect in 2014?

While economic forecasts for 2014 are encouraging, there are factors to watch in the months ahead.

Retirement Plans for Small Businesses

Compare the benefits and limitations of 401(k) and SIMPLE IRA plans to see how they might meet a company’s needs.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

More Newsletters →