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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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Weekly Market Commentary

December 9, 2024

High-level thoughts on stock and bond markets in 2025

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Market Signals Podcast

December 10, 2024

Expect slower economic growth and modest stock market gains in 2025

Listen

2024 Midyear Outlook

Expanding on our initial 2024 Outlook, “A Turning Point,” this midyear update offers fresh insights into the economic and market landscape, along with their potential impact 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

Reshoring and deregulation

LPL’s Chief Investment Officer, Marc Zabicki, explores reshoring and deregulation as key themes under the Trump Administration as well as potential sector opportunities.

Tracking: #666515

A Turning Point

LPL Research’s Outlook 2024: A Turning Point provides insight and analysis into next year’s opportunities, challenges, and potential surprises. We understand that making progress toward long-term financial goals requires a strong plan and sound advice. The insights in this report, combined with guidance from a financial professional, will help position investors to navigate this turning point and work toward achieving their objectives.

Read the LPL Research 2024 Outlook

From Webster Investments Blog

Webster InvestmentsArticles

Holiday Gifting Beyond Toys: Investing in Your Kids’ or Grandkids Future

When giving gifts to our children or grandchildren, we often default to the latest toys or gadgets. However, the value of these items tends to diminish over time in terms of both interest to the child and monetary value. A different approach to gifting can focus on investing in a child’s future. This perspective offers […]

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Webster InvestmentsArticles

Nine Things to Double-Check with Your Accountant Before the End of the Year

Before the year ends, it’s important to review your finances with a financial professional. Here’s a simple checklist of nine things to double-check to make sure you’re in good shape for the new year. Review Your Tax Withholdings If you know about how much you’ve earned this year, make sure you’ve withheld enough in taxes […]

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Webster InvestmentsArticles

Make the Most of Your Tax Write-Offs for Giving Tuesday

On Giving Tuesday1—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is a good cause and a smart idea. Here are some tips and tricks for managing your deductions and charitable purposes […]

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Webster InvestmentsArticles

Aging with Financial Security: Practical Steps for Planning Your Parents’ Finances

There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances. At first, your parents might be resistant to this, believing they can still manage their financial lives. To avoid a potential misunderstanding, it is critical that you clearly communicate your concerns. Some […]

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Webster InvestmentsArticles

The Dark Side of Deals: Beware of These Cyber Monday and Black Friday Scams

Black Friday and Cyber Monday are great times to find amazing deals, but they’re also a prime time for scammers. While you’re hunting for bargains, stay alert to avoid getting caught in a scam. Here are some common tricks to watch out for so you shop safely. Fake Websites Sometimes a scammer may send an […]

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Webster InvestmentsArticles

Serving Your Financial Future: Financial Considerations and Questions for Military Families

As a military family, you face challenges and opportunities in managing your finances. Planning for your financial future is important, regardless of where you are in your journey. Here are a few key financial considerations for military families. Understanding Your Benefits First off, think of all those special benefits that military families see over the […]

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