Waddell & Reed, Minden, Nevada

Jeff Whitaker and Donovan Jackson, Financial Advisors

Virginia Bayne, Advisor Associate

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.

Roth IRA Conversion

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

Home Affordability

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

Life Insurance

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

More Calculators →

HOT TOPIC: What Can We Expect in 2014?

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

Women Lack Life Insurance

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

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

Retirees Spark a Surge in Small-Business Sales

Three business valuation methods are discussed with suggestions to help owners prepare for the sale of their businesses

More Newsletters →