Suddenly Single: 3 Steps to Take Now

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Do you really know how to quantify the risk in your portfolio? Do you know how to calculate the risk you are emotionally willing and financially able to tolerate? At Webster Investment Advisors we implement a psychometric-based process to first understand your risk-reward expectations, and then overlay the historic actual risk of your portfolio holdings to make sure they are in sync. From there, the conversations just begin…

Latest Blog Post

WIA BELIEVES | Bah Humbug? Not so quick...

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...

WIA BELIEVES | 2018 Q3 Vital Signs To Ponder

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,...

WIA BELIEVES | A Strong Case For Diversifiers

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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