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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
January 26, 2026

The productivity advantage: Powering economic growth in 2026

Read
Market Signals Podcast
January 26, 2026

Productivity packs potential for the economy and the stock market

Listen
Midyear Outlook: Pragmatic Optimism, Measured Expectations

The 2025 Midyear Outlook report provides insights into the evolving economic and market landscape, focusing on potential impacts 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

What could muni investors expect in 2026?

LPL’s Chief Fixed Income Strategist Lawrence Gillum analyzes 2026 municipal market drivers, from yields and supply to ETF demand and AI‑related infrastructure shaping investor opportunity.

Tracking: #852614

LPL Research Presents Outlook 2026

We’re pleased to offer 2026 Outlook: The Policy Engine, providing a comprehensive recap of the economy and market to date, plus a forecast into 2026.

Read the LPL Research 2026 Outlook

From Webster Investments Blog

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Creating Couple Goals for a Fulfilling New Year
While starting a new year might bring a time of reflection and renewal for many couples, for others, it’s filled with planning and implementation for exiting the relationship. January has been dubbed “Divorce Month.” At the beginning of the year, money troubles and holiday letdowns may leave you feeling disconnected from your significant other. Couples […]
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Webster InvestmentsArticles
Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If you’re […]
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Webster InvestmentsArticles
Four Financial Lessons to Learn from Dr. Martin Luther King, Jr.
Although Dr. Martin Luther King Jr. is known for his role in the American Civil Rights Movement and advocacy for nonviolent protests, a deeper examination of his life offers several valuable financial lessons. From fiscal responsibility to estate planning to the value of education, here are four things to learn from the life of Dr. […]
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Webster InvestmentsArticles
The Foundation of Financial Wellness May Be Simpler Than You Think
Do you believe you have to be a financial genius to manage your finances? Financial knowledge may seem like a lot to handle, and you don’t need us to tell you that. But we are here to tell you that financial wellness is much more about simple steps than advanced financial strategies. In fact, when […]
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Webster InvestmentsArticles
New Year, New Coverage: 7 Tips for Reviewing and Updating Your Insurance Coverage
The new year is a good time to do a comprehensive review of your insurance. It is essential to examine it at least annually and, if necessary, modify your insurance plans for several reasons. Ideally you want to stay current on policy changes, and ensure your coverage still works for your needs and those of […]
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Webster InvestmentsArticles
Spreading Good Cheer Through All the Year: How to Make Giving Back a Habit
Every year, the holiday season inspires a beautiful wave of generosity. Donations surge. Volunteer sign-ups spike. People go out of their way to support those in need or brighten someone’s day. But what if that spirit of giving didn’t fade with the new year? The truth is, kindness doesn’t have to be seasonal. If you’ve […]
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