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

May 16, 2022

Corporate America delivers, market attention focused elsewhere

 

Market Signals Podcast

May 10, 2022

Is the Fed Put Dead?

2022 Outlook

LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2022.

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.

Passing the baton

LPL Financial Outlook 2022

LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for 2022.

From Webster Investments Blog

Webster Investments Insights

How much can you contribute to a Traditional IRA for 2022?

Good news for retirement savers: The maximum amount that can be contributed to a traditional IRA remains the same as it was last year. In fact, the last time the limit was increased by $500 was in 2019 and that was the first increase for the IRA…

Webster Investments Insights

Building a strong financial foundation

Today, many people are concerned about saving for retirement or paying for a large ticket item, such as a child’s college education. If you belong to this group, now may be the time to organize your finances. It is never too early to begin, and the…

Webster Investments Insights

Tax prep checklist: everything you need to be ready for tax season

Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you…

Assessing market extremes

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LPL Financial Director of Research Marc Zabicki discusses whether this latest drawdown is in the early, mid, or late innings.

Investment articles

Webster Investments Insights

529 college savings plans: A cheat sheet for common questions

Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1 However, 529 plans…

Webster Investments Insights

A beginner's guide to investing after retirement

You may be retired and considering investing some of your retirement nest egg. Depending on your situation, it is crucial that investing in the stock market, bond market, or other investments does not jeopardize your retirement savings. For this reason…

Webster Investments Insights

If Social Security falls short, have a plan

Are you worried about the current state of the Social Security system and how its future may affect your retirement income? It’s important to take a long, hard look at your current savings strategy to ensure you’ll be able to compensate for this, or…

Webster Investments Insights

Life insurance needs: Taking a closer look

Without a doubt, it is important to have enough life insurance coverage to handle any financial contingencies that may affect your family if you die prematurely. However, determining the amount of life insurance you need is not that simple. One past…

Webster Investments Insights

The facts about social security retirement benefits

Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate. First, the Social Security Trust Fund was created in 1939 as part of Old Age and Survivors Insurance by the Social Security…

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