Bill Thompson - Financial Advisor at Waddell & Reed

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast The market is as unpredictable as the weather. We'd love to help you prepare.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.