2020 Election Commentary, How Have the Markets Responded to Previous Elections?

We know that US Presidential Elections can be divisive and unsettling, this year will be no exception. But when it comes to investing, we recommend continuing to have a long-term focus, this can position you for a brighter future regardless of the outcome at the polls. We have seen that over-reacting to the short-term volatility during an election cycle can … Read More

So Now You’re In Charge

2020 has presented us with formidable challenges, some have changed our lives forever. Maybe you have found yourself suddenly in charge of all the decisions, including the major financial ones that could change your life if you aren’t prudent in your planning. If you have found yourself in a financial transition, such as divorce, loss of a spouse, or inheriting … Read More

The Basics of Social Security Webinar with Faith Doyle, MBA, CFP®

The Basics of Social Security Planning in 2020 Social Security is still a major part of income for retirees in America. In 2020 for 2 out of 3 retirees it makes up about 50% of their total income needs. Are you confident in what strategy works best for you in your unique situation? Do you understand the implications and consequences … Read More

Webb Investment Services Office and COVID-19 Update

We hope you and your family are safe and well.  We want to let you know about an update to our office hours.  One person will be physically working in the office each day Monday – Thursday from 8:30 am – 5 pm and Fridays 8:30 am – 1 pm to make sure our processes are working to support you.  … Read More

10 Common Scams and How to Avoid Them

10 Common Scams and How to Avoid Them Lifestyle and Technology January 07, 2020 Familiarize yourself with these common swindles, often targeting retirees. As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and widowers who are making decisions alone and may be particularly trusting of … Read More

Mixed Results in June; Tech Stocks Continue to Perform

 Mixed Results in June; Tech Stocks Continue to Outperform The equity market rose back into positive territory year-to-date in June but was tempered by emerging coronavirus cases as states slackened their isolation orders, ending with a near flat month after three months of sustained rebound from the March 23 low. The COVID-19 pandemic continues to drive fiscal and monetary policy, … Read More

State Bankruptcies Unlikely, Despite Recent Remarks

State bankruptcies unlikely, despite McConnell remarks April 24, 2020 On Wednesday, Senate Majority Leader Mitch McConnell stated that he favors letting states file for bankruptcy rather than providing bailouts. Our municipal bond team put together some points addressing these comments and how they pertain to our municipal bond portfolios. McConnell’s statement is pure political rhetoric, emphasizing that federal assistance would … Read More

Markets Reflect Variety of Pandemic Reports

As our leaders work together to find solutions during the COVID-19 pandemic, each day can bring a mix of emotions. Because volatility in the financial markets may be adding to that sense of uncertainty, we want to share with our valued clients the latest insights from the strategists at Raymond James. After its best 18-day rally since the 1930s, the … Read More

Tips to Protect Yourself From COVID-19 Scammers

Lifestyle and Technology April 15, 2020 Look out for these warning signs that often accompany coronavirus scams. During this time of uncertainty, fraudsters are taking advantage of global headlines in an attempt to get people to click malicious links, volunteer personal information, download malicious software or fall for other scams. Read on to learn about – and avoid – scams … Read More