Planning advice and strategies

Your financial wellness and knowledge is just as important to us as your investments. We've put together a collection of resources to help empower you in pursing your goals and objects. Come here often for the latest resources.

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Webster Investments research

Weekly Market Commentary

July 28, 2021

Six surprises so far in 2021

 

Market Signals Podcast

July 28, 2021

Mr. Powell goes to Washington

Outlook 2021

Powering Forward: Covers post-election policy, the economy, stocks and bonds, and LPL Research's economic and market forecasts for 2021

Investing with confidence

Guidance for resisting emotional investing and staying on track for the long term

Getting ready for the upcoming tax season

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet.

Create the plan you need today for the life you want tomorrow

Your investment plan is a blueprint for your financial future. Let us build you a customized plan to help you pursue your financial goals.

Mr. Powell goes to Washington

market signals podcast

July 28, 2021

LPL Research’s Chief Market Strategist Ryan Detrick and Equity Strategist Jeff Buchbinder talk about the start of earnings season and more.

From Webster Investments Blog

Webster Investments Insights

Benefits of the CARES Act for individuals

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is the largest economic bill in U.S. history and was designed to provide emergency assistance and health care response for individuals, families, and businesses affected by the 2020 coronavirus pandemic.
Webster Investments Insights

Balancing work from home and eLearning: A parent's guide

Adding homeschooling (or e-learning) into the mix can introduce additional complications. Fortunately, there are some tried and true tips from parents who have already spent years juggling working from home and schooling from home.
Webster Investments Insights

Growth vs.value: Two approaches to stock selection

Growth and value are two fundamental approaches in stock and stock mutual fund investing. Growth stock mutual fund managers look for companies that they believe offer strong earnings growth potential.

Midyear Outlook 2021

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LPL Financial Chief Market Strategist Ryan Detrick takes a closer look at what LPL Research thinks is coming in the second half of 2021, with a special focus on the economy, policy, stocks, and bonds.

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Investment articles

Webster Investments Insights

529 plans vs. other college savings options

529 plans can be a great way to save for college, but they're not the only way. When you're investing for a major goal like education, it makes sense to be familiar with all of your options.

Mutual funds

Mutual funds are an option to save…

Webster Investments Insights

Test your investment IQ with our five-question quiz

Whether you've been investing for years or just made your first stock purchase, you may find that the more you learn, the more you realize you don't know. From capital gains taxes to dividends, how well do you know investing? Test your investment IQ…

Webster Investments Insights

Considerations when purchasing life insurance

Discussing the importance of owning life insurance can be a sensitive topic — after all, few people like to talk about death. However, if others depend on your support, or if you have substantial assets that you wish to transfer to future generations,…

Webster Investments Insights

Indefinitely working from home? Use this opportunity to save money

Your savings might not stem from tax breaks, but rather from other financial benefits. You won’t be spending money on commuting, restaurant lunches, after-work happy hours, etc. Now is a great time to update your budget and financial plans accordingly…

Webster Investments Insights

Changes to Medicare in 2021: What recipients should know

For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you're enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it's important to stay on top of…

Disclosures

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

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