WESTMINSTER CONSULTING
Re Engineering
Fiduciary
Quarterly Market Update – Q3 2019

Key news stories The fundamental economic data (earnings, profit margins, unemployment) was steady, healthy, and relatively unchanging throughout the third quarter.  There were a few reported warnings signs, including a slight dip in consumer confidence, but these did not stop the advancing markets...

Article
Armistice in the Trade War

By far, the biggest news of last week was a partial trade deal between the US and China.  In broad strokes, the US agreed to delay a tariff hike (an additional 5% tax on $250 Billion of Chinese imports, originally scheduled for October 15th) while China would agree to increase purchases (about $50 billion)...

Blog
Westminster Workplace is to help people who don't have money, get money!

Wealth management or wealth advisory serves people with money, well. Financial advisers who do that work, help their clients with money, keep their money and grow their money. Financial wellness and what we're trying to do at Westminster Workplace is help people who don't have money, get money!

Video
Consultant's Corner: Participant Rollout

Do you know what to do with your retirement plan if you leave your current employer? What are your options? Where does it go? Mathew Barber of Westminster Wealth Management provides the answers to these questions and much more.

Audio
Plan Leakage Spells Risk For Employees and Employers Alike

When participants borrow from their retirement plan, they may be reducing their retirement income, while increasing your risk. According to the Investment Company Institute, in 2018, 55 million Americans had retirement plans worth a total of $5.6 trillion. While this is impressive, the news may not...

Confero

Promoting a Culture of Fiduciary Responsibility

Westminster Consulting is committed to promoting a culture of fiduciary responsibility. We provide comprehensive fiduciary and investment advice to plan sponsors and investment fiduciaries. We provide them with the information, tools and confidence to better navigate the demanding and changing regulatory landscape around qualified plans.