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

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

CARES Act

The Coronavirus Aid, Relief and Economic Security Act

COVID-19 pandemic

Wake-up call for reviewing your insurance plan

Market Signals for the election

market signals podcast

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

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.

How confident America really is

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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.

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Investment articles

Webster Investments Insights

End of year planning: set goals and reduce taxes

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…

Webster Investments Insights

Ready to retire? How to know for sure

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…

Webster Investments Insights

Ten things you must know about Medicare

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…

Webster Investments Insights

Identify your personal retirement goals

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…

Webster Investments Insights

One tax shift most people miss in retirement

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…

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