Webster Investments

07/19/2024

Your finances are probably one of the last places you want to experience fireworks—unless they are celebratory. With new year’s resolutions firmly in the rearview mirror, the summer months allow you to revisit your financial goals and evaluate your progress. This Independence Day may be a good time to take stock of your path toward financial independence with the help of these five tips.

Read more in our latest blog: https://hubs.ly/Q02Hjjty0

07/17/2024

Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy. That response was quite positive, as we now know, as easing inflation, anticipation of Federal Reserve (Fed) rate cuts, increasing chances of a soft landing for the U.S. economy, and artificial intelligence (AI) excitement combined to send stocks up double-digits over the first six months of 2024.

The weekly market commentary is now available. Here is the latest news: https://hubs.ly/Q02GMscL0

07/12/2024

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation. “Sandwich generation” refers to individuals caring for their aging parents and children simultaneously. Not only do these individuals have to consider their wealth management, but they also must plan how their assets will be distributed among their family members if they die while caring for others.

Read more in our latest blog: https://hubs.ly/Q02GstzV0

07/11/2024

In the latest LPL Market Signals podcast, Chief Equity Strategist Jeffrey Buchbinder and Chief Fixed Income Strategist Lawrence Gillum, share key insights from LPL Research’s Midyear Outlook 2024: Still Waiting for the Turn, while squeezing in a recap of another good week for stocks and a preview the week ahead.

Here is the latest financial update from podcast: https://hubs.ly/Q02FV-J60

07/09/2024

We know that no two investors are alike, so we take the time to understand what matters most to you, so that we can personalize a financial plan to fit your risk tolerance, lifestyle as well as your financial goals. As your needs and goals change over time so will your financial plan. Our wide range of services help to ensure that you will have access to the strategies you will need at every state of life.

Sterling provides personal & commercial banking solutions to communities and businesses throughout the New York Metro area. Click here to learn how can we help you!

07/05/2024

What does the term "financial freedom" mean to you? For some, it means freedom from a particular workplace or industry. For others, it means the opportunity for an early retirement or the ability to start a long-desired business.

Read more in our latest blog: https://hubs.ly/Q02Ft98-0

07/04/2024

In the latest LPL Market Signals podcast, LPL Financial’s Chief Equity Strategist Jeffrey Buchbinder and Chief Technical Strategist Adam Turnquist recap a week during which bonds moved more than stocks, highlight some key charts, discuss the favorable seasonality setup, and preview second quarter earnings which will likely grow double-digits.

Here is the latest financial update from podcast: https://hubs.ly/Q02F82CP0

07/03/2024

With stock valuations elevated after such a strong first half, earnings growth will be key to holding, or potentially building on these gains.

The weekly market commentary is now available. Here is the latest news: https://hubs.ly/Q02F8q_n0

07/01/2024

Dr. Jeffrey Roach, LPL’s chief economist, discusses the impact of artificial intelligence on productivity growth, business fixed investment, and corporate profits.

Watch the latest financial update: https://hubs.ly/Q02DMl2s0

06/28/2024

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved.

Here, we discuss three ways that planning ahead for your retirement can be like scheduling your summer. https://hubs.ly/Q02DznxR0

06/27/2024

In the latest LPL Market Signals podcast, LPL Financial’s chief equity strategist Jeffrey Buchbinder and chief global strategist Quincy Krosby discuss recent evidence of a developing market rotation, the latest on European elections and possible yen intervention, and the artificial intelligence (AI) productivity boom.

Here is the latest financial update from podcast: https://hubs.ly/Q02Dzmlh0

06/26/2024

While some are drawing parallels between the current period and the late-1990s tech bubble and concluding that a crash may be coming, that’s not our view at all. This market environment is very different given who is leading the charge – the highest quality, most profitable companies in the world – and much lower valuations.

The weekly market commentary is now available. Here is the latest news: https://hubs.ly/Q02DnYXD0