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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

November 25, 2024

A basket of uncertainty bolsters the dollar

Read

Market Signals Podcast

November 26, 2024

Stocks bounce back on broadening out

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

Trump, tariffs, and treasury yields

LPL’s Chief Fixed Income Strategist, Lawrence Gillum, explores the impact of the Trump election win on Treasury yields and fixed income markets.

Tracking: #657852

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

Make the Most of Your Tax Write-Offs for Giving Tuesday

On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is a good cause and a smart idea. Here are some tips and tricks for managing your deductions and charitable purposes […]

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Webster InvestmentsArticles

Aging with Financial Security: Practical Steps for Planning Your Parents’ Finances

There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances. At first, your parents might be resistant to this, believing they can still manage their financial lives. To avoid a potential misunderstanding, it is critical that you clearly communicate your concerns. Some […]

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Webster InvestmentsArticles

The Dark Side of Deals: Beware of These Cyber Monday and Black Friday Scams

Black Friday and Cyber Monday are great times to find amazing deals, but they’re also a prime time for scammers. While you’re hunting for bargains, stay alert to avoid getting caught in a scam. Here are some common tricks to watch out for so you shop safely. Fake Websites Sometimes a scammer may send an […]

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Webster InvestmentsArticles

Serving Your Financial Future: Financial Considerations and Questions for Military Families

As a military family, you face challenges and opportunities in managing your finances. Planning for your financial future is important, regardless of where you are in your journey. Here are a few key financial considerations for military families. Understanding Your Benefits First off, think of all those special benefits that military families see over the […]

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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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