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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Related Content

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Retiring Wild: National Parks and You

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

 

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 | AI & Everything Else

May 30, 2023

For the past several quarters we have advised caution that risks of inflation, high interest rates, geo-political concerns, and a looming recession justify staying invested in a  “conservative-moderate” diversified way...

"Financial Earthquake" in Silicon Valley

March 14, 2023

A minor earthquake hit the financial system late last week, with the bankruptcy and seizure of Silicon Valley Bank (SVB) and Signature Bank (SBNY). We expect this to reverberate throughout the financial system and lead to aftershocks....

WIA BELIEVES | A Shift to Cautious Optimism

December 08, 2022

FOR SEVERAL QUARTERS NOW WE HAVE CAUTIONED OF STOCK AND BOND HIGH VALUATIONS and of high inflation and rising interest rates. Fortunately, we have positioned client overall portfolios accordingly and have through diversification...

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.

Securities offered through First Allied Securities, Inc., A Registered Broker/Dealer, Member: FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, A Registered Investment Advisory.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for resident of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Important Disclosures | Business Continuity 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Contact

Webster Investment Advisors
Office: 303-530-7717
Toll-Free: 800-878-6896

6684 Gunpark Drive
Suite 1500
Boulder, CO 80301

Series 3, 7, 8, 24, 63, 65

bobw@wiainfo.com

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