Our PASSION - Serving You And Your Financial Planning Needs

Waddell & Reed Financial Advisor E. Brian Allen, CRPS, Financial Advisor Brian AllenWaddell & Reed Financial Advisor Jeff Herbek Financial Advisor Jeff Herbek

    Glen Walker, CRPS              E. Brian Allen, CRPS            Jeff Herbek                      

 

Welcome to North West Boise Office of Waddell & Reed 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. Brian Allen, Jeff Herbek, and Glen Walker 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, Waddell & Reed hopes you see the value of working with skilled professionals to pursue your financial goals.

We are 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 the site to your list of "favorites" in your Internet browser. Brian Allen, Jeff Herbek, Glen Walker frequently update information, and we wouldn’t want you to miss any developments in the area of personal finance.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Personal Inflation Rate

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

Tax-Deferred Savings

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

Home Affordability

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

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Newsletters

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Roth IRA Conversion Mistakes Can Be Costly

One popular way to fund a Roth IRA is by transferring assets from a traditional IRA or an employer-sponsored retirement plan. This type of transaction, called a Roth IRA conversion, is simple in theory but can be complicated in practice. If you make certain mistakes, you could lose some key advantages.

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