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.

Body (Limited)

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Webster Investments research

Weekly Market Commentary

May 12, 2021

Amazing earnings season

 

Market Signals Podcast

May 12, 2021

A record-breaking earnings season

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.

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.

A record-breaking earnings season

market signals podcast

May 12, 2021

LPL Research discuss the incredible earnings season, debate whether we’ve hit peak in earnings and economic growth, and economic policies.

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.

Fore things to know

Body (Limited)

LPL Research Chief Market Strategist Ryan Detrick lists four things investors need to know about the market and a special thank you to a 30-year veteran of the financial industry.

Remote video URL

Investment articles

Webster Investments Insights

Contribute to an IRA before the May 17th deadline

Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17, 2021 (the U.S. Department of the Treasury is delaying the April 15th deadline to file and…

Webster Investments Insights

10 tips for small business owners

Small business owners should conduct an annual assessment of their personal finances. Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise. In a sense, a…

Webster Investments Insights

What should grandparents know about 529 savings accounts?

Grandparents can often find themselves in a better financial position to save for their grandchildren's education than their own children are. The parents of prospective students may still be contending with competing priorities like their own student…

Webster Investments Insights

Retirement planning: to Roth or not to Roth?

When saving for retirement, it often makes sense to contribute to employer-sponsored retirement plans to take advantage of any available employer match opportunities. However, not everyone has access to an employer-sponsored plan. Even if you do, there…

Webster Investments Insights

How to increase your financial literacy

Unlike verbal literacy, financial literacy isn't often taught in schools—which means that many people may enter adulthood without having all the tools they need to make informed and effective financial decisions.1 Fortunately, gaining financial…

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.

The Webster Symbol is a registered trademark in the U.S.