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

September 19, 2022

How much higher can rates go?

 

Market Signals Podcast

September 13, 2022

Inflation, inflation, inflation

Midyear Outlook 2022

LPL Research's Midyear Outlook 2022: Navigating Turbulence is designed to help you assess conditions over the second half of the year and more.

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.

Navigating Turbulence

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LPL Research’s Midyear Outlook 2022: Navigating Turbulence is designed to help you assess conditions over the second half of the year, alert you to the challenges that may still lie ahead, and help you find the smoothest path for making continued progress toward your destination.

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…

Are markets pricing in a recession?

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Fixed Income Strategist Lawrence Gillum looks at two fixed income markets to determine if markets are pricing in an imminent economic recession. Tracking # 1-05327174

Investment articles

Webster Investments Insights

The ultimate juggling act: 4 ways to save for college and retirement

With the average price for private college tuition and fees hitting $43,750 for the 2021-2022 school year and public college attendees paying more than $28,000 per year, many parents are nervously anticipating what will happen after their child…

Webster Investments Insights

Figuring out a 401(k) strategy that works for you

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value).

One…

Webster Investments Insights

Five keys to investing for retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing…

Webster Investments Insights

Why invest?

To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of contributing to the investment. However, investing…

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