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

August 24, 2026

Stock market tug of war: Earnings vs. rates

Market Signals Podcast

August 26, 2026

S&P 500 at record highs: What stocks, bonds, gold & the dollar are signaling

2026 Midyear Outlook

LPL Research’s 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks delivers market insights on what we may expect from the economy, stocks, bonds, and more for the remainder of 2026.

Secure Act 2.0

Top 10 provisions in SECURE 2.0

2025/2026 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

Sign in
Fed Chair Kevin Warsh: Turning the Titanic

LPL Financial’s Chief Investment Officer Marc Zabicki examines Fed Chair Kevin Warsh’s pragmatic policy shift and why cooling inflation and labor data may point toward rate cuts.

Tracking: #1160684

LPL Research Presents Midyear Outlook 2026

In our 2026 Outlook: The Policy Engine, we spent considerable time talking about how policy is increasingly a driver of capital markets. The Iran conflict, and the resulting market disjoint, certainly served as another example of how policy, geopolitical or otherwise, should be top of mind when investors consider portfolio construction and risk management.

Read the LPL Research 2026 Midyear Outlook

From Webster Investments Blog

Filter by:

Articles

Templates

White Papers

Videos

Calculators

Infographics

Webster InvestmentsArticles

Can I Use a 529 Plan to Go Back to School?

As adults navigate life, opportunities often require a return to higher education. Many adults choose to go back to school, whether for career advancement, a career change, or personal enrichment. However, the associated cost can be significant. This is where a 529 plan comes in to help pay higher education expenses. This article provides questions […]

Webster InvestmentsArticles

5 Smart Tax Strategies Every High-Earning Woman Should Know

A high-earning woman has a lot on her plate: managing a demanding career, caring for her personal life, and dealing with everyday challenges. In addition to these demands, one of the most perplexing aspects might be understanding her taxes and implementing strategies to minimize her tax liability. While taxes are unavoidable, there are five smart […]

Webster InvestmentsArticles

Mid-to-Large Sized Business Basics: Tax Planning

In the world of business, the adage “It’s not how much you make, but how much you keep” resonates deeply. Every business, irrespective of its size, must grapple with tax planning. However, for mid- to large-sized businesses, tax planning can be complex and requires a strategic approach to minimize tax liability. Understanding tax laws No […]

Webster InvestmentsArticles

Back-to-School Budgeting 101 for College Students

Establishing and sticking to a budget is an important life skill to learn, even for college students who are focused on keeping up their grades and getting a good job when they graduate. Budgeting may help them understand how much money they need to cover necessary monthly expenses. Living within your means at a young […]

Webster InvestmentsArticles

The Healthy, Wealthy, and Wise: How Exercising During Retirement Can Pay Off

More often than not, retirees have retirement concerns that focus on their goals and whether or not they have the finances to work towards those goals. Since finances and other important matters tend to occupy the mind during retirement years, this may mean you find yourself forgetting about self-care, such as incorporating exercise into your […]

Webster InvestmentsArticles

Navigating Financial Success: Retirement Savings While Raising a Child with Developmental Disabilities

Being a high earner not rich yet (HENRY) may come with financial challenges. When coupled with the responsibility of raising a child with developmental disabilities, you might need thoughtful financial planning even more. Here are a few strategies that may help you save for retirement while managing your child’s well-being. Craft a Comprehensive Financial Plan […]

No resources found.

Connect With Us

Learn more about Webster Bank products, services and the communities we serve.

Member FDIC — Equal Housing Lender

Webster Bank, a division of Santander Bank, N.A., Member FDIC

Webster, Webster Bank, Webster Investments, the Webster Bank logo
and the W symbol are trademarks of Santander Holdings USA, Inc.
and registered in the U.S. Patent and Trademark Office.
© 2026 Santander Holdings USA, Inc. All rights reserved.