Marcia Werner & Carolyn Brooks
Financial Advisors

CONNECT

Address:

Two Meridian Blvd First Floor
Wyomissing, PA 19610

Phone:

(610)374-6249

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.

How Pre-Tax Contributions Affect Your Paycheck

The tax implications of retirement plan contributions and the effect on your take-home pay.

Digital Deception: Current Trends in Cybercrime

An overview of recent developments in cybersecurity and tips that could help protect sensitive account information.

Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

Full Employment: What Happens Now?

The current employment picture and why the labor force may continue to hold back the U.S. economy.

The Basics of Social Security Retirement Benefits

How much do you know about your Social Security retirement benefits?

Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole fin’l picture.

Low Volatility: Calm Before the Storm?

Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

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.

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

Bringing Up Baby

The cost to raise a child from cradle to college.