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
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 offered through Webster Private Bank, a division of Webster Bank, N.A. Investment products offered by Webster Private Bank are not FDIC or government insured; are not guaranteed by Webster Bank; may involve investment risks, including loss of principal amount invested; and are not deposits or other obligations of Webster Bank.

    Webster Private Bank is not in the business of providing tax or legal advice. Consult with your independent attorney, tax consultant or other professional advisor for final recommendations and before changing or implementing any financial, tax or estate planning advice.

    All credit products are subject to the normal credit approval process.

    SEI Investments Management Corp. (SIMC) and Webster Private Bank are independent entities. SIMC is the investment advisor to the SEI Funds and co-advisor to the Individual Managed Account Program (IMAP). SEI Funds are distributed by SEI Investment Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.