What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a some golf commentary, brag about my kids or some other surprise. So keep checking in. We’re glad to have you reading along.
Tuesday, March 31, 2020
Dear Clients and Friends – Having been “Sheltered In Place” for a couple of weeks or so now (who’d have thought I’d ever use that term?), I’ve taken the opportunity to glean insight from investment...
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Monday, March 9, 2020
Clients and Friends - Ten days ago at the start of this market tumult, as global equity markets were trading down 13% +/- from all-time highs, I provided my thoughts on the market impact of the Coronavirus, the long overdue...
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Wednesday, February 26, 2020
Equity markets have had a very challenging few days, however other diversifying assets have performed positively. As the asset class table below shows, the recent drawdowns have been broad-based across both...
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Monday, January 13, 2020
Expectations - The Good News may be already baked into the market and equities may be in for a bumpy ride in 2020 Six months ago, fears of a possible recession surfaced due to falling manufacturing levels, acute trade concerns and an...
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Monday, March 11, 2019
Rarely over my 36 years of advising clients do I find a "guide to investing" that is actually worth a read. Minds Over Markets is an investor-friendly, graphic-centric piece from Virtus Investments that fits that bill in addressing...
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Thursday, December 20, 2018
As suggested in our previous insights, after an 18-month hiatus, volatility has finally shot up and equity and bond valuations have returned to earth in a long-overdue and dramatic fashion. At Webster Investment Advisors, while our...
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Thursday, November 15, 2018
FAANG Leaders, Emerging Markets Opportunity, Value of Diversification FAANG - Following the Leaders Nearly a decade into the post-2008 crisis era, this bull market has featured not just sizable returns and relatively little volatility,...
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Friday, August 31, 2018
Adding Alternatives - Now is the time. Traditionally, there have been five major asset classes in which to invest for long-term objectives such as retirement, paying for college, leaving a legacy, etc. After an era of unprecedented...
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Tuesday, June 5, 2018
Ah, it’s summertime in Europe, and again, more tumult! Since the beginning of the decade, problems in Europe have occasionally drifted across the Atlantic. If it’s not Greece, it’s Portugal. If not Portugal, it might...
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Tuesday, March 20, 2018
Nearly a decade has passed since the collapse of the global financial markets, a period marked by massive government bailouts, mass layoffs, and the failure of some of the world’s biggest and most influential financial...
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Friday, February 9, 2018
We continue to believe all that we shared in our November 20th commentary - global economies are strong, equities have gotten ahead of themselves, volatility in both stocks and bonds is overdue and natural, and business/government...
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Friday, January 5, 2018
Welcome to 2018! This two-minute Six Key Themes for Next Five Years video from Northern Trust captures the essence of what we believe the upcoming months and next several years will hold for the investment markets. Regardless of the...
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Monday, November 20, 2017
Gratitude - as Thanksgiving approaches, I am grateful for friends, family and clients, and also for the opportunity to share insights that may instill confidence in most all investors. Below is a concise and timely overview from a...
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Monday, October 30, 2017
How To Eliminate All The Skeletons In Your Closet After You Die Questionable browser history, racy photographs, and private health conditions are just a few posthumous scandals you might want to avoid. What secrets do you want to take...
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Wednesday, September 20, 2017
While discussing quarterly allocations during the first quarter of 2017, we provided each of our clients the Webster Investment Advisors Savvy Cybersecurity Action Guide that suggested steps to be taken to protect personal information....
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Friday, September 1, 2017
As we enter this Labor Day Weekend, our thoughts and prayers go out to the thousands of people affected by the unprecedented destruction caused by Hurricane Harvey. Look for ways to provide assistance at the bottom of today's post....
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Wednesday, August 9, 2017
From exotic travels to cuddly animals, there’s plenty to prepare for. USA Today recently reported that Millennials -- those born roughly between 1980-2000 -- would rather enjoy the present than prepare for the future. Similarly,...
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Thursday, July 27, 2017
Money. Talk about your hot button issues! No matter how hard we try to convince ourselves otherwise, there's a hard-to-deny link between self-worth and our personal finances. We judge ourselves, to varying degrees, by our earning...
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2% GDP Growth – Get Comfortable With It - Why low global and domestic GDP does not truly represent the strength of worldwide economies. In a first century fable, Gaius Julius Phaedrus said “things are not always what they...
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Wednesday, May 17, 2017
Whether already retired, or thinking of retirement, this is one of the best articles we have seen that address the critical decisions that retirees face. These are action items and decision-making processes that can actually be...
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Tuesday, May 9, 2017
How Difficult Is It To Talk With Your Family About Money? This article on finance is provided by one of Webster Investment Advisor's partners, Everplans. Create, store and share important documents that your loved ones might need....
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Monday, April 24, 2017
While the election results in France are creating a market-surge today, Steve Blumenthal's observations to a large extent reflect those of how we currently feel about current medium-term market conditions.
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