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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
July 20, 2026

China holds keys to post-war oil prices

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Market Signals Podcast
July 21, 2026

The great portfolio reset: What comes after 60/40?

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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.

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

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.

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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

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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 […]
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The Financial Impact of Mental Health
Mental health is essential to everyone’s wellbeing. Mental health disorders, diagnosed or not, may be playing a role in your daily life. Often, financial problems or worries may impact your mental wellbeing, especially if you’re anxious or depressed about your situation. Mental health complications impact people in various ways, sometimes even causing financial strife. Below, […]
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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 […]
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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 […]
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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 […]
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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, […]
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