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

September 23, 2020

Central bank season

 

Market Signals Podcast

September 23, 2020

100 Market Signals and counting

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

100 Market Signals and counting

market signals podcast

September 23, 2020

The S&P 500 Index sell-off continued, although some sectors held up well. Historically, it may have hit its peak for an election year. The dovish Federal Reserve underlines fiscal stimulus, and the US dollar tracks the election.

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.

The recession is likely over

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LPL Financial Research Chief Market Strategist Ryan Detrick highlights improving economic data that suggests the recession may be over.

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Investment articles

Webster Investments Insights

Retirement planning throughout life: strategies to keep in mind

Retirement planning is a complex process requiring as much support and time as possible to reach the desired end. Retirement planning at all ages is important – the more time put into the process, the less investment is necessary to work towards your…

Webster Investments Insights

A checklist for your retirement planning

Remember, it is never too early to start planning for your future

 

The time to begin planning for your financial future is now. So, when it comes to preparing for retirement, the earlier you start, the better.

 

Webster Investments Insights

Planning the withdrawal of your retirement assets

You've worked long and hard to accumulate the assets that you are using to help finance your retirement. Now, it's time to start drawing down those assets. Exactly how you liquidate your assets will affect your tax and impact how long those assets last…

Webster Investments Insights

How to make savings last longer in retirement

Whether you dream of a travel-filled retirement or would prefer to relax and enjoy spending more time at home, you're probably wondering what you can do to make your golden years as stress-free as possible. For many who have spent the last several…

Webster Investments Insights

3 estate planning strategies you should consider now

Today's low interest rates are a far cry from the double-digit rates seen in the 1970s and 1980s when even a certificate of deposit (CD) could yield up to 20 percent per year.1 But there are some distinct advantages to a low-interest-rate environment,…

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