Bob Basile - Financial Advisor at Waddell & Reed

09/21/2021

Read this article and pay attention. Pray for the Mental Health of our President.

The distant eyes and slack mouth, the befuddled shuffle off the walkway, recurrent unexplained schedule gaps and public disappearances, and off-the-wall comments finally make Joe Biden a pale copy of…

12/27/2017

Due to the elimination of a deduction for charitable giving in the tax bill, many charities and non-profits are concerned their finances may be in trouble in 2018. How much do you consider tax deductions when donating to charity?

How the GOP tax plan could hurt nonprofits.

12/22/2017

The holidays are about family – and family conversations. Be sure to speak with your elderly relatives about preventing financial fraud.

The holidays are a time to celebrate family and loved ones. As you catch up with older relatives this holiday season, consider addressing a problem that costs seniors an estimated $2.9 billion a year: elder financial fraud.

12/21/2017

U.S. economic activity is surging. Corporate earnings have reached record levels. Business confidence indicators are climbing while inflation remains in check. What does this mean for 2018? Check out the Ivy 2018 Global Outlook.

Read the 2018 Outlook from Ivy Investments now.

12/14/2017

Happy holidays from all your friends at Waddell & Reed! If you need to see an advisor before the end of the year, please schedule an appointment soon.

12/05/2017

It may be the holiday season now, but tax season will be here sooner than you think. Start preparing your finances now so you can breathe a sigh of relief on April 17, 2018.

April 2018 may seem like a long way off, but in tax terms it's already here.

11/30/2017

Did you graduate from college last spring? If so, you’re probably nearing the end of your student loan repayment grace period. Here’s what you need to know.

Some tips for recent college graduates as the “grace periods” for most loans are ending.

11/30/2017

Ever wonder how your choices today might affect your financial future? The Waddell & Reed Wealth Management Site offers tools and strategies to help you reach your goals and plan for the future. Call me today for a demonstration.

What does your financial future look like?

11/29/2017

How much is your dollar worth in each state? This study can help you plan on where to retire based on how far your dollar can go.

For residents of high-price states, like California and New York, $1 million won't last that long.

11/28/2017

Have trouble staying within your monthly budget? Recent advances in technology have made it easier for people to stumble into bad financial habits. One writer’s solution to common money troubles? Thinking more.

Many people are bad at making good financial decisions, and technology isn’t helping.

11/17/2017

Creating a will is an important part of any estate plan. If you’re unfamiliar with what a will can do, here’s a list of five ways a will can help you manage your estate.

A will can help distribute property according to your wishes at your death.