Webb Financial Group

Webb Financial Group Webb Financial Group is an independent RIA providing Financial Planning and Investment Management.

Our April 2026 Newsletter is out 📊We break down what’s driving recent market volatility—from geopolitical uncertainty to...
04/09/2026

Our April 2026 Newsletter is out 📊

We break down what’s driving recent market volatility—from geopolitical uncertainty to shifting rate expectations—and what it could mean for investors.

Inside, we also cover:
• How fading rate cut expectations are impacting markets
• Where we’re finding opportunities in this environment
• Signs of market leadership broadening beyond mega cap stocks
• Why staying diversified matters more than ever

👉 Read the full newsletter and let us know if you’d like to discuss how this applies to your portfolio.

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation t...
04/01/2026

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation that was already proving hard to tame. A big story from March was the March 17-18 Federal Reserve (Fed) meeting, which saw the Fed hold rates steady. Swipe through for more information about where markets ended in March and what’s driving the numbers.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

Turning 50 this year? This birthday is more than just an exciting milestone. It is a key opportunity for retirement plan...
03/23/2026

Turning 50 this year? This birthday is more than just an exciting milestone. It is a key opportunity for retirement planning.

Starting in the year you turn 50, you may be eligible to make catch-up contributions to certain tax-advantaged retirement accounts, allowing you to contribute above the standard annual limits. Eligible accounts include:

🔹 401(k) and other employer-sponsored retirement plans
🔹 Traditional and Roth IRAs
🔹 SIMPLE IRAs

These additional contributions can make a meaningful difference over time through compounded growth and potential tax advantages.

Starting in 2026, individuals age 50 or older who earned more than $150,000 in Federal Insurance Contributions Act (F**A) wages in the previous calendar year must make catch-up contributions to employer-sponsored plans as Roth (after-tax) contributions.

If you are approaching age 50, now is the time to review your retirement savings strategy and evaluate whether increasing your contributions makes sense for your financial goals.

Contact us to discuss how catch-up contributions can support your long-term retirement plan.

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/16/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

Last month gave investors plenty to weigh. Job growth held firm, corporate earnings delivered again, and inflation ticke...
03/05/2026

Last month gave investors plenty to weigh. Job growth held firm, corporate earnings delivered again, and inflation ticked back up. However, at the end of the month, real geopolitical instability emerged, with potential implications for markets. Swipe through for more information.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events,...
03/04/2026

We recognize how difficult it can be to set aside the strong emotions that often arise during major geopolitical events, such as the start of the war in Iran on February 28, 2026. However, as difficult as it may be, investment decisions driven by short-term fear should be avoided, as history has consistently shown that long-term investing outshines attempts to time the market during periods of volatility.

Here is what we know so far:

💠Oil prices have risen and may continue to increase, with the Strait of Hormuz effectively closed.
💠Global markets have closed lower and may continue to experience volatility in the coming days.
💠Gold, a safe-haven asset, has surged.
💠There is some risk of limited economic impacts tied to these developments, depending on how the situation unfolds.

However, there are still unknown variables, including how long the war will last, whether the conflict will expand beyond the current fighting in Iran and Hezbollah, and who will rise to power in Iran.

Ultimately, the decisions made by Iran, Israel, the United States, and other countries may influence markets and the broader economy

We understand that periods like this can feel uncertain. Please know that we are actively monitoring developments, assessing long-term opportunities, and considering your specific financial situation. We will continue to keep you informed of meaningful market and economic updates.

If you have questions in the meantime, do not hesitate to reach out.

On February 20, 2026, the Supreme Court issued a significant ruling on tariffs imposed by the Trump administration under...
02/26/2026

On February 20, 2026, the Supreme Court issued a significant ruling on tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA). Swipe through for a breakdown of what happened, what it means, and what to watch moving forward.

As always, we are monitoring developments and their potential impact on markets and the broader economy. If you have any questions or would like to discuss your current strategy, please don’t hesitate to reach out. We’re here to help.

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic ...
02/06/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a res...
02/03/2026

Last month, the U.S. economy continued its above-trend expansion, driven primarily by robust consumer spending and a resilient services sector. Yet beneath these positives, challenges are mounting. Swipe through for an overview.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Our January 2026 Quarterly Newsletter is out 📊We explore what we call The Submarine, the Tortoise, and the Hare—a simple...
01/14/2026

Our January 2026 Quarterly Newsletter is out 📊

We explore what we call The Submarine, the Tortoise, and the Hare—a simple way to understand today’s consumer confidence, the U.S. economy, and the stock market as we head into 2026.

Inside, you’ll find insights on:
• What low consumer confidence can mean for long-term investors
• Key economic drivers shaping 2026
• Investment opportunities across stocks, bonds, and global markets
• Estate planning essentials to protect your legacy
• Practical strategies to manage rising insurance costs

You’ll also see the charities and foundations we were proud to support in 2025.

👉 Read the full newsletter here, and let us know if you’d like to talk about how this outlook applies to your personal financial plan.

The year we've just closed offered one of those rare combinations: solid economic growth, easing inflation, and strong m...
01/09/2026

The year we've just closed offered one of those rare combinations: solid economic growth, easing inflation, and strong market returns, all while headlines screamed uncertainty at every turn. Swipe through for a review of 2025.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Address

8120 Penn Avenue South, Suite 177
Bloomington, MN
55431

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3:30pm

Telephone

+19528373200

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