FDIC-Insured - Backed by the full faith and credit of the U.S. Government

For optimal viewing experience, please use a supported browser such as Chrome or Edge

Download Edge Download Chrome
Two men and a woman standing in office shaking hands.

Webster Investments logo

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

View your Webster sweep disclosure booklet.

View your Webster Cash Account Program.

Webster Investments research

Weekly Market Commentary
June 29, 2026

Has stock market exuberance become irrational?

Read
Market Signals Podcast
June 26, 2026

The political economy of real assets

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.

Read
Secure Act 2.0
Top 10 provisions in SECURE 2.0
Read
2025/2026 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.

Read

LPL Street View

Gauging When to Add Risk, or Proceed with Caution

LPL Research’s Marc Zabicki explains how equity positioning Z-scores help gauge investor sentiment, identify overbought or oversold markets, and guide tactical risk decisions.

Tracking: #1125263

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

Filter by:
Webster InvestmentsArticles
Caught in the Middle: Sandwich Generation Stress and the Importance of Social Wellness
The “Sandwich Generation” wakes up every morning with a lot on their plates. They not only have to provide support for themselves and their own children but also help to take care of aging parents. For many, this is both physically and mentally exhausting.1 Unfortunately, with so little free time, many of those in this generation […]
Read more
Webster InvestmentsArticles
The Importance of a Mid-Year Financial Review
As we reach the halfway mark of the year, it’s a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial objectives. The economic landscape can shift significantly within a few months, affecting various asset classes […]
Read more
Webster InvestmentsArticles
Fatherly Advice: 6 Timeless Financial Tips Our Fathers Taught Us
Although many things have changed in the financial world over the past 20 years, some nuggets of financial advice are timeless. Here are a few tips that have remained constant for several generations. Always Spend Less Than You Make Wealth creation is not about how much you earn. It is about how much you save.1 […]
Read more
Webster InvestmentsArticles
Financial Planning Tips for Newlyweds
Here are some essential financial planning tips to help you navigate this exciting chapter while securing a stable and prosperous life ahead. Maintain healthy communication The foundation of any successful financial plan is open and honest communication throughout the entire process. Begin by sitting down and having a straightforward conversation about your individual financial backgrounds, […]
Read more
Webster InvestmentsArticles
Gone Fishin’: 6 Fishing Lessons for Investors
While it may seem that fishing and investing are completely unrelated, believe it or not, there are some characteristics that make a person good at fishing that can also transfer to investing. Here are six fishing lessons you can apply to your investment strategy. Patience Patience is necessary to find a good fishing spot. And […]
Read more
Webster InvestmentsArticles
529 Plans and Alternatives: Making an Educated Decision about Education Savings Options
Those that choose to invest in the education of a family member, friend or acquaintance are investing not only in that individual’s future, but also the future of society. It is an act of generosity, forward-thinking, and love. However, this type of investment can be more complicated than initially thought. Which plan should you choose […]
Read more
No resources found.

Connect With Us

Learn more about Webster Bank products, services and the communities we serve.
We’d love your feedback
×

Webster Bank

 

Contact usFind a Banking Center
Member FDIC — Equal Housing Lender

Webster Bank, N.A.
Webster, Webster Bank, Webster Investments, the Webster Bank logo
and the W symbol are trademarks of Webster Financial Corporation
and registered in the U.S. Patent and Trademark Office.
© 2026 Webster Financial Corporation. All rights reserved.