Client Resources

Private Banking Insights is the monthly newsletter of Webster Private Bank providing strategic financial market information with ideas and tactics for smart decision-making.

Date Title PDF
May 2020 Light at the end of the COVID Tunnel? Read
April 2020 The Trust and Estate Planning Newsletter for Attorneys and Accountants Read
April 2020 Investing in the time of COVID-19 Read
February 2020 The Trust and Estate Planning Newsletter for Attorneys and Accountants Read
January 2020 2020 Vision: A Forward Look Read
November 2019 The Trust and Estate Planning Newsletter for Attorneys and Accountants Read
October 2019 3rd Quarter Review Read
September 2019 Planning for Retirement Benefits Read
August 2019 The Wall of Worry Read
July 2019 Mid-Year Update: The Wall of Worry Read
May 2019 The China Syndrome Read
May 2019 When Your Deal Needs a Bank that Does More Read
April 2019 The Trust and Estate Planning Newsletter Read
April 2019 Accelerating the Downshift Read
February 2019 On the Rebound Read
January 2019 Owning Life Insurance at Age 100 Read
January 2019 2019 Client Outlook and Positioning Read
November 2018 Fall Backwards Read
November 2018 Celebrity Estate Planning Read
October 2018 Quarterly Update 2018 Q3 Read
September 2018 Riding the Bull Read
August 2018 Out of Sequence Read
August 2018 Exploring the New "Kiddie Tax" Read
July 2018 Intermission Break Read
June 2018 Mamma Mia! Read
April 2018 Q1 2018 Quarterly Review Read
March 2018 Whiplash Read
February 2018 February's Current Market Correction Read
Winter 2018 The New Tax Environment in 2018 Read
January 2018 "The Hand-Off": 2018 Client Outlook and Positioning Read
December 2017 FOMO Read
November 2017 Safe and Sound Read
Fall 2017 The incredible shrinking stock market Read
October 2017 Winning, By Not Losing Read
October 2017 Third Quarter Report Card Read
September 2017 Sound and Fury Read
August 2017 Climbing the Wall of Worry Read
July 2017 Halftime Report Read
June 2017 Despite the Negative Covfefe Read
May 2017 Who Will Steward My Wealth? Read
May 2017 Earnings Spring Forth Read
April 2017 Trumped Up Markets? Read
March 2017 Onward and Upward Read
February 2017 Expect the Unexpected Read
December 2016 Election Connections Read
November 2016 Politics, Presidents and Policy Read
October 2016 Oh, Say Can You See Read
August 2016 What difference at this point does it make? Read
June 2016 Brexit Reality Read
June 2016 Is the World Addicted to Cheap Money? Read
May 2016 Overseas Hot Spots Read
April 2016 When Doves Cry Read
March 2016 The Revenant, The Walking Dead and the Best New TV Show Read
February 2016 What the World Needs Now Read
January 2016 We Are in a Bear Market Read
December 2015 The Long and Short of Investment Management at Webster Private Bank Read
November 2015 Portfolio Rebalancing Versus Market Timing Read
October 2015 Summer Doldrums?! Read
September 2015 Not All Fed Tightening Cycles are Created Equal Read
August 2015 Are We There Yet? Read
August 2015 Market Corrections & Amplifications Read
July 2015 Performance Update - Major Asset Classes Read
June 2015 Expectations Management Read
May 2015 The Final Countdown Read
April 2015 Slowing Economy, Soaring Stock Prices Read
March 2015 Sub-Zero Read
March 2015 Hexakosioihexekontahexaphobia Read
January 2015 State of the Union Read
December 2014 Crude Oil Prices Tank Read
October 2014 A sea-change or a highly anticipated first step towards "normalization" Read
October 2014 Private Banking Insights Read
June 2014 ECB Bold Policy Moves Read
June 2014 Private Banking Insights Read
May 2014 Private Banking Insights Read
April 2014 Understanding Your Fiduciary Responsibilities: An ERISA Primer Read
April 2014 Family Foundations: Building a Rich Philanthropic Legacy Read
April 2014 Investing Responsibly: Aligning Your Money With Your Values Read
April 2014 Is Increased Inflation on the Horizon? Read
April 2014 Options for Inherited Assets From an Employer-Sponsored Retirement Plan Read
February 2014 Private Banking Insights Read
January 2014 Party Like it's 1999 Read
  1. Investment, trust, credit and banking services are offered by Webster Private Bank, a division of Webster Bank, N.A.

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