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Two Carlson Pkwy North, Suite 110
Plymouth, MN 55447

Phone:

763-593-0649 Cell: 763-257-9796

Videos

Experience the Waddell & Reed difference by clicking on one of the short video programs below. Here you will see first-hand why the Waddell & Reed approach to management, leadership, education and the world of investing is a preferred choice amongst investors.

Should You Pay Off Debt or Save for Retirement?

Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

Inflation: The Sneaky Thief

Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.

The Latte Habit

How little things can add up over time

The Retirement Income Factor

How much money will you bring to retirement?

American Tax Burden

Are you concerned about your tax situation?

What Is Investment Risk?

How different types of risks can adversely affect your investments

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.

Behavioral Finance

Reacting emotionally may hinder your investment results.

The Value of a Bond

How interest rate changes influence bond prices.

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.