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

February 16, 2021

The search for income

 

Market Signals Podcast

February 10, 2021

LPL Research says it's time for an upgrade

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.

COVID-19 pandemic

Wake-up call for reviewing your insurance plan

LPL Research says it's time for an upgrade

market signals podcast

February 10, 2021

LPL Research provides strong reasons for an increased forecast for growth and corporate profits in the new year.

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.

Three types of lies

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You can take any data and tell any story you want, but when you want to invest, you want to know what really matters.

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Investment articles

Webster Investments Insights

Key tax deadlines for 2021

While the 2020 tax year saw some significant changes to filing deadlines due to the effects of the global pandemic, the 2021 tax season seems to be set to be on track with normal filing deadlines. With the pandemic still in sight, it is important to…

Webster Investments Insights

IRA vs. 401(k): What savers should know

As of 2018, about 58 million Americans had a 401(k), while around one-third of households owned an individual retirement account (IRA).1, 2 Yet for as commonplace as these retirement accounts can be, the nuances of contributions are a bit more complex…

Webster Investments Insights

Retirement income planning

For investors approaching retirement, it is important to begin thinking about retirement income planning. This involves a mindset shift from accumulating an investment portfolio designed for growth to creating a portfolio of retirement income designed…

Webster Investments Insights

The importance of financial wellness

Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than…

Webster Investments Insights

Protecting yourself from tax identity theft

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone,…

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.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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