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

January 23, 2023

A feisty bull-bear debate

 

Market Signals Podcast

January 17, 2023

Silver linings in earnings and the charts

Outlook 2023

LPL Research’s Outlook 2023: Finding Balance is our guide to how the readjustments in the economy and markets may impact you in the coming year.

Secure Act 2.0

Top 10 provisions in SECURE 2.0

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…

Combatting Recency Bias

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In this week’s LPL Street View, Fixed Income strategist Lawrence Gillum asks the question: can bonds be boring again? Tracking: # 1-05355589

Investment articles

Webster Investments Insights

A retirement countdown checklist: 5 steps to consider before retirement

Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health…

Webster Investments Insights

Identity theft and your taxes

Identity theft is one of the fastest-growing crimes in the United States. According to Consumer Affairs, in a 2022 study, each year, seven to ten percent of the U.S. population are victims of identity fraud, and 21 percent of those are repeat victimsi…

Webster Investments Insights

Worried about your financial health? It may be time for a checkup

When was the last time you gave yourself a financial checkup? As the saying goes, there’s no time like the present. This is especially true when it comes to reviewing the current state of your finances and figuring out what you need to do to get – or…

Webster Investments Insights

Your financial fresh start: 12 resolutions in 12 months

Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal…

Webster Investments Insights

Cheers to a new year of investing

For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the end of the year is the…

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Securities and insurance offered through LPL or its affiliates are:

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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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