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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
February 16, 2026

From bubble fears to disruption risk: the new AI market narrative

Read
Market Signals Podcast
February 17, 2026

Stocks sell off on AI whack-a-mole

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

U.S. Share of Foreign Direct Investment Signals Strength

LPL Financial’s Chief Economist, Dr. Jeffrey Roach highlights three items about trade and the trends in foreign direct investment into the United States.

Economic Navigator: https://www.lpl.com/content/dam/edam/research/publications/economic-navigator/economic-navigator-02-12-26.pdf

Tracking: #1066505

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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Webster InvestmentsArticles
Wills vs. Trusts: How to Protect Your Legacy and Avoid Costly Mistakes
Wills and Trusts are both very common tools used in estate planning; however, they each have different functions. Generally, a will helps individuals with simpler estates, with minor children, and a more straightforward approach when it comes to the distribution of their assets. A trust may be attractive to privacy-conscious individuals with a more complex […]
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Webster InvestmentsArticles
Legacy of Love: 10 Questions to Help Families Prepare for a Wealth Transfer
Wealth transfer is more than just a financial transaction; it’s an opportunity for families to pass on their values, wisdom, and a legacy of love. Navigating this process requires careful consideration, open communication, and a shared commitment to preserving family unity. Here are ten essential questions that families may ask themselves as they embark on […]
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Webster InvestmentsArticles
What You Need To Know for the 2025 Tax Season: Credits, Deductions, and Policies
The 2025 tax season is approaching, so be prepared for any changes that could affect your return. As credits, deductions, and tax laws change frequently, it pays to plan ahead to get all the tax breaks you deserve and take advantage of deductions and credits you qualify to receive. Standard Deduction Changes for 2025 Each […]
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Webster InvestmentsArticles
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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