Josh Funk is a Financial Advisor at Waddell &Reed Inc.  in Twin Falls Idaho.  As a financial advisor, Josh guides his clients through financial planning, investments, and managing risk.  Josh strives to make it simple and straight forward to identify and plan for financial goals.  His advice and ideas can help clients navigate through understanding the opportunities and the risks with each decision they make.  Josh’s objective is to help clients pursue their goals in an effective way based on their resources and risk tolerance will allow.  

There are many opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  Having a financial advisor on your side can help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.

Newsletters

  • Settling an Estate

    Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.

  • Indexed Annuities: Potential Gain with Some Downside Protection

    Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • New Tax Law Expands 529 Savings Plans

    An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.

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