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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
December 15, 2025

Policy tailwinds and artificial intelligence to power stocks in 2026

Market Signals Podcast
December 16, 2025

LPL Research economic outlook 2026

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

Fed eyeing a weaker jobs market

In this latest edition of Street View, LPL’s Chief Investment Officer, Marc Zabicki, takes a look at some signs of weakening in the U.S. jobs market, other decelerating economic indicators and much more.

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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