WESTMINSTER CONSULTING
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Fiduciary
Quarterly Market Update – Q3 2017

Key news stories The year has seen more than 40 all time market highs thus far.  Investors are flying high.  What market fundamentals have changed to support this boost?  It is worthwhile to consider what themes were working against the markets in the recent past, 2015 and 2016.  Clients will recall...

Article
Unsung Winners and Losers of the Republican Tax Plan

The House Republicans unveiled their proposed tax plan last Thursday.  There will likely be some revisions to this plan – since the Senate republicans have yet to make their own version and then attempt to reconcile both versions into viable legislation – but the broad strokes in the plan are likely...

Blog
Changes, Challenges (and More Challenges) in Plan Auditing

Remember when there were nine planets in our solar system? How about when blackberries and apples were only fruit? Ten years ago, the first iPhone was released, the housing bubble burst, and the Chicago Bears lost in the Super Bowl to the Indianapolis Colts. How times have changed! Advancements in technology...

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.