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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 20, 2025

Q4 earnings preview: mix of solid growth and policy uncertainty

Read

Market Signals Podcast

January 21, 2025

Historical parallels to 2024 and technical takes on last week’s rally

Listen

2025 Outlook

LPL Research’s Outlook 2025: Pragmatic Optimism delivers market insights on what we can expect from the
economy, stocks, bonds, and more.

Read

Secure Act 2.0

Top 10 provisions in SECURE 2.0

Read

2023/2024 Tax Season Guide

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

Read

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

Potential silver lining from debt debacle

LPL Financial’s Chief Economist, Dr. Jeffrey Roach, explains why the temporary suspension of debt issuance could ease pressure on Treasury yields.

Tracking: #685721

Pragmatic Optimism

Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once again. Stocks continued their strong performance, driven by powerful trends in artificial intelligence and technology. On the other hand, the bond market experienced another lackluster year amid policy ambiguity and uneasiness over rising debt levels.

Read the LPL Research 2025 Outlook

From Webster Investments Blog

Webster InvestmentsArticles

An In-Depth Guide to Social Security Retirement Benefits and Taxes

Social Security is a vital component of retirement income for many. This government program provides monthly benefits and is funded primarily through payroll taxes. Understanding Social Security benefits and taxation is essential to making informed decisions about when to start receiving them. This in-depth guide focuses on the interplay of Social Security retirement benefits and […]

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Webster InvestmentsArticles

Protecting Your Tax Identity Doesn’t Have to Be Taxing

When you think of identity theft, you may think of unauthorized credit card payments or new lines of credit. However, tax identity theft is one of the most common types of identity theft — and it’s also the most common fraud attempt during tax filing season.1 If your identity is stolen for tax purposes, you […]

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Webster InvestmentsArticles

Key Financial Wellness Metrics for Near-Retirement Individuals

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital. This article explores eight key financial wellness metrics individuals must monitor as they approach retirement. 1. Income Replacement Ratio One of the primary financial wellness metrics […]

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Webster InvestmentsArticles

Financial Resolutions for Small Business Owners

The new year is fast approaching, and it is a good time for small business owners to make some financial resolutions to help lead them toward a solid financial path. Whether your business is just starting or you have been running it for decades, the new year is the time to review your financial situation […]

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Webster InvestmentsArticles

How Charitable Giving Can Bolster Your Estate Plan Before the Tax Cuts and Jobs Act Sunsets

In 2017, the passing of the Tax Cuts and Jobs Act (TCJA) offered many different taxpayers a variety of benefits including changing deductions, depreciation, expensing, tax credits, and other tax-related items. The provisions were never intended to be permanent, as they had a termination date unless Congress moved to keep the benefits in place. For […]

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Webster InvestmentsArticles

One Last Gift: Wrapping Up All of Your Financial Contributions Before the New Year

The end of the year is not just a season for celebration and reflection but also a perfect time to ensure that our finances are in order. This includes crucial aspects such as wrapping up all financial contributions before the year-end for retirement savings plans such as Keogh, Solo 401(k), and 401(k) and making strategic […]

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