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Webster Investments research
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
Market Signals for the election
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
Benefits of the CARES Act for individuals
Balancing work from home and eLearning: A parent's guide
Growth vs.value: Two approaches to stock selection
How confident America really is
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.
Investment articles
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…
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…
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…
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…
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…