205 East Main Street
1363 Columbia Park Trail, Suite 202
This summer, we will transition from Waddell & Reed Inc. to LPL Financial, the nation's largest independent broker dealer.* Learn more about LPL with the detailed guide LPL: The Power of Affiliation, or get a quick peak at their performance and accomplishments with LPL's At-A-Glance Q4 2020 sheet:
LPL At-A-Glance Q4 2020
LPL: The Power of Affiliation
* Based on total revenue, Financial Planning magazine, June 1996-2020.
We are transitioning to a new company for our back office support, but our team name "Values & Vision Financial Advisors" and our overall approach and style stays the same. LPL Financial, an independent broker dealer is slated to acquire Waddell & Reed, Inc. The acquisition is expected to be complete this summer. Click below to view a video which explains more.
Explores 5 keys to long term investing in 2021, provided by Ivy Investments.
Provides reassurance and advice to investors regarding the upcoming election, provided by American Funds.
Some insight and advice regarding market fluctuations, provided by American Funds.
Some perspective on investing in a volatile market, provided by Ivy Investments.
A recap of our Cultivating Happiness and Resilience Webinar, provided by Ken Haman from Alliance Bernstein.
A historical perspective, current day challenges, and hope for the future in dealing with dramatic change, provided by Alliance Bernstein.
"A guide to dealing with turbulent times," provided by think2perform.
Helpful investment strategies and tips during the Coronavirus outbreak, provided by T. Rowe Price.
A brief summary of how the CARES Act may affect you personally.
A detailed analysis of the CARES Act, provided by T. Rowe Price.
Another synopsis of the CARES Act, provided by Ivy Investments.
FAQs regarding the CARES Act for small business owners, provided by the U.S. Senate Committee on Small Business & Entrepreneurship.
A guide for small business owners interested in taking out emergency loans due to virus-related hardship, provided by the U.S. Chamber of Commerce.
Waddell & Reed and Ivy Investments are affiliated firms. Neither are affiliated with any other entities referenced. By clicking any third party links, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at any unaffiliated third-party sites. When you access unaffiliated third-party sites, you are assuming total responsibility and risk for your use of the site.