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.
Webster Investments research
Weekly Market Commentary
November 18, 2020
Q3 results brighten 2021 picture
Market Signals Podcast
November 23, 2020
Stocks, Seasonality, and Sentiment
2020 Midyear Outlook
The Trail to Recovery: Midyear Outlook 2020 provides our updated views of the pillars for investing – the economy, bonds, and stocks.
Investing with confidence
Guidance for resisting emotional investing and staying on track for the long term
The Coronavirus Aid, Relief and Economic Security Act
Wake-up call for reviewing your insurance plan
Market Signals for the election
November 18, 2020
Excitement over vaccine progress and extremely strong earnings pushed stocks higher last week in spite of record new COVID-19 cases and hospitalizations.
From Webster Investments Blog
How confident America really is
Listen as LPL Research CIO Burt White explains the “can’t” to “won’t” transition out of a supply shock recession and how to deal with a consumer confidence recession.
By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating the…
Retirement is an exciting time for many, and the reward for years of hard work. While there is no set age for retirement, it is important to be prepared before you make the leap, so that you enjoy your retirement and financial stability during it. If…
Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare. Figuring out when to enroll, what to enroll in and what coverage will be best for you can be daunting. To help you wade…
Ask yourself, "What will my golden years hold for me?" Is the answer a comfortable home near a golf course? Free time to spend with your grandchildren? Or even a cross-country journey or trip around the world?
Whatever your answer may be, the…
See if you can spot the flaw in this couple's plan:
A husband and wife are retiring next month at age 62, with an equal amount saved in retirement and non-retirement accounts (let's call it $500,000 each).
Like most, over their…