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Webster Investments research
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.
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
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
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…
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…
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
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
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…
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…
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…
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…
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…