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Planning Advice and Strategies

Resources to help empower you.

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 28, 2024

What scares us about the economy and markets

Read

Market Signals Podcast

October 29, 2024

What scares us about markets and the economy

Listen

2024 Midyear Outlook

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios.

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Secure Act 2.0

Top 10 provisions in SECURE 2.0

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2023/2024 Tax Season Guide

Tax season is approaching and being prepared is the best way to make this tax season your easiest yet.

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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.

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LPL Street View

Transitory, but for how long?

LPL’s Chief Investment Officer, Marc Zabicki, discusses the Longshoreman’s strike and Hurricane Helene’s impact on the U.S. economy and investor portfolios.

Tracking #: 638904

A Turning Point

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from a financial professional, will help position investors to navigate this turning point and work toward achieving their objectives.

Read the LPL Research 2024 Outlook

From Webster Investments Blog

Webster InvestmentsArticles

Planning for Retirement? Don’t Forget About Long-Term Care

Your plans for retirement may include travel, home improvements, and more time spent with family. Few people enter retirement with the expectation (or even the thought) that they soon may be unable to live independently. However, this is a reality for many—around 20 percent of seniors over age 70 say that they cannot (or find […]

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Webster InvestmentsArticles

FIRE vs. DIRE: The Debate on Early Retirement and Financial Independence

For nearly everybody who enters the workforce, retirement is something they work toward, think about, and plan for. However, there are different strategies when it comes to retiring. For some, the thought of being able to retire early is exciting. A movement known as “FIRE, (financial, independence, retire early)” has gained momentum as more and […]

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Webster InvestmentsArticles

4 Unique Opportunities for Women Business Owners

The National Women’s Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual revenue.1 To aid in these impressive efforts, many governmental and private organizations have committed to improving the resources and aid available to women-owned businesses. From grants and loans to federal contracting aid, […]

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Webster InvestmentsArticles

The Americans with Disabilities Act and How It Helps Our Society

According to the Centers for Disease Control and Prevention (CDC), 61 million adults, or 26% of adults in the U.S., are living with a disability. If you or a loved one is disabled, it’s essential to understand the Americans with Disabilities Act (ADA), passed in 1990. So let’s dive deeper into the ADA and what it’s […]

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Webster InvestmentsArticles

How a Financial Professional May Be Your Valuable Business Advisor

Small businesses have new reasons to consider the value of financial planning in working towards their business goals. Many owners are “bandonneurs” (a French word for “jack of all trades”) who may successfully wear many hats, but trying a DIY strategy for your financial planning may be a challenge even for the most diligent entrepreneurs. […]

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Webster InvestmentsArticles

Life Insurance Simplified: Understanding the Fundamentals

Shopping for a life insurance policy doesn’t have to be confusing and overwhelming. If you take some time to understand the basics and how it works, you can better determine the coverage that may be beneficial for you and your family’s needs. What is life insurance? When life insurance is purchased, a legally binding contract […]

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