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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
August 25, 2025

Grand ideas at the Grand Tetons

Market Signals Podcast
August 26, 2025

Small caps celebrate dovish message from the Fed

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.

Secure Act 2.0
Top 10 provisions in SECURE 2.0
2023/2024 Tax Season Guide

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

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.

LPL Street View

Making mortgage finance private again

LPL’s Chief Fixed Income Strategist, Lawrence Gillum, explores possible changes to the mortgage finance space and what potential effects could look like.

Tracking: #785632

Pragmatic Optimism, Measured Expectations

Volatility, as defined by Merriam-Webster, is “a tendency to change quickly and unpredictably” — a fitting description of the economic and market environment in 2025. A significant portion of this market turbulence originated from the widely held assumption that President Trump’s second term policies would simply mirror those of his first. The gradual understanding that this was not the case — and the subsequent impact of these new policy directions — has been central to the market volatility experienced this year.

Read the LPL Research 2025 Midyear Outlook

From Webster Investments Blog

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