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

October 25, 2021

Bullish setup into year-end

 

Market Signals Podcast

October 19, 2021

Corporate profits, consumers, and crystal balls

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.

Here comes earnings season

market signals podcast

October 12, 2021

LPL Research focuses on earnings season—the historical trends, investor hopes, and realistic expectations for the third quarter.

From Webster Investments Blog

Webster Investments Insights

Protecting your financial information online

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. Understanding how to protect your privacy can help mitigate your exposure to risk.
Webster Investments Insights

Put yourself in front of the savings game

Human nature leads many of us to become frustrated when we can’t immediately have the things we need or want. As a result, budgeting plans can become ineffective. Adopting a “pay yourself first” attitude can have a positive impact on your long-term budgeting, spending, and saving practices.
Webster Investments Insights

Long-term care insurance: The importance of annual reviews

Long term care insurance is just like any other piece of your financial puzzle. Periodic monitoring can help ensure your insurance continues to meet its desired objective.

Market volatility is perfectly normal

Body (Limited)

LPL Financial Chief Market Strategist Ryan Detrick explains how volatility is normal in the overall structure of a bull market.

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Investment articles

Webster Investments Insights

Protecting your financial information online

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing scams, and other cyberspace risks. While nothing can guarantee complete safety on the Internet, understanding how to…

Webster Investments Insights

The financial planning process: Why and how

Planning personal finances used to be the worry of the wealthy and their worry—usually preservation of wealth—was attended to by teams of trust officers and lawyers. Many of today’s middle class families have different concerns: funding retirement;…

Webster Investments Insights

Long-term care insurance: The importance of annual reviews

Long term care insurance is just like any other piece of your financial puzzle. Periodic monitoring can help ensure your insurance continues to meet its desired objective. An annual review provides an opportunity for you to re-examine your coverage,…

Webster Investments Insights

Put yourself in front of the savings game

Like dieting, budgeting your expenses can benefit from long-term commitment. However, human nature leads many of us to become frustrated when we can’t immediately have the things we need or want. As a result, the best-laid budgeting plans can become…

Webster Investments Insights

Life Insurance— Changing times, changing needs

When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore. Judy’s life insurance may…

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.

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