Education & Planning

Investing basics
Learn about mutual funds, investment risk and review some long-term investing principles.

Market Volatility
An era of uncertainty has descended upon the globe. It’s a time to step back and carefully and objectively reassess your goals and consider your investment strategy for the years ahead.

Education funding
Learn about various funding options for your family’s K-12 and higher education needs.

Retirement planning
Review retirement planning strategies as well as pitfalls to avoid along the way.

Tax Strategies
Consult our planning calculators as you focus on your financial goals.

Calculators
Consult our planning calculators as you focus on your financial goals.

Past performance is no guarantee of future results. The Ivy Funds are managed by Ivy Investment Management Company and distributed by its subsidiary, Ivy Funds Distributor, Inc. Waddell & Reed Financial, Inc., the ultimate parent company of Ivy Funds Distributor, Inc., acquired the investment advisor to the Ivy Funds in December 2002.

The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Ivy Funds distributed by Ivy Funds Distributor, Inc. and Waddell & Reed InvestEd Portfolios distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the Ivy Funds, call your financial advisor or click here. Please read the prospectus or summary prospectus carefully before investing.