Waddell & Reed - Rochester, MN

Waddell & Reed, Inc. - Rochester, Minnesota

Welcome to our website, 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 website 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.

Disability Income Insurance

How much Disability Income Insurance do you need?

Taxable Equivalent Yield

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

Life Insurance

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

Personal Inflation Rate

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

More Calculators →

Succession Planning and Life Insurance

How to help survivors from being forced to liquidate the business, sell assets, or borrow money to pay taxes and fees.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

HOT TOPIC: The Japanese Economy

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

More Newsletters →