Waddell & Reed

Waddell & Reed, Inc.
Investing. With a plan®

 

Welcome to Waddell & Reed, San Antonio.



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.

College Funding

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

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

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

More Calculators →

Understanding Your Investment Brain

Understanding behavioral finance may help you determine an appropriate level of risk for your investing strategy.

HOT TOPIC: Nobel Prize Winners Offer Investing Lessons

A trio of American Nobel Prize-winning economists contributed to fundamental investing concepts and principles.

Preparing for Medical Expenses with an HSA

A HDHP with a HSA is a strategy that may help reduce current ins. costs while saving for future medical expenses.

HOT TOPIC: Sequester Under Way

The sequestration (mandated federal budget cuts) could affect you, your community, and the U.S. economy in general.

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