A quarterly magazine produced by Westminster Consulting
Latest Issue: #28 - Financial Literacy
An in-depth look into the retirement landscape
Our commentary on the most current topics
Our collection of informative video content
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Quarterly Market Update – Q3 2019
Key news stories The fundamental economic data (earnings, profit margins, unemployment) was steady, healthy, and relatively unchanging throughout the...
When you deposit tuppence in a bank account Soon you'll see That it blooms into credit of a generous amount Semiannually And you'll achieve that sense...
New Investment Categories: What It Means for Your Plan
Are my investments good? Here’s a seemingly straightforward question: how good, or bad, are your investments? For the layperson, the gut-level response...
Quarterly Market Update – Q2 2019
Key news stories The fundamental economic data has been good thus far. Unemployment, earnings, consumer sentiment, business sentiment, and profitability...
The China Siege Part 2
The battle lines are hardening As the title implies, this is an extension of last month’s article “The China Siege.” There have been several developments...
The China Siege
Taking an enemy position Throughout military history, there are two basic ways to take control of an enemy stronghold. First, you can raise an overwhelming...
Quarterly Market Update – Q1 2019
Key news stories After a very weak end to 2018, the markets were apparently pent up with built-up buying pressure. Yes, it looks like economic growth...
The Danger of Survivorship Bias
A World War II analogy Allied bomber planes in World War II would often return to base after a bombing run riddled with holes from enemy aircraft fire. ...
Getting Started with Financial Wellness
The historical goal: retirement For any consultant, the client’s goals should determine the benchmark of success. For example, a company with a defined...
Market Forecasts of 2018 and 2019
Market Targets from January 2018 2018 was a year of being whipsawed by the market. There were all-time highs in both January and October, and equally...
Passive Investment Selection It is no surprise passive investment managers – those that recreate stock market or bond indices as an available investment...
The Art & Science of Investment Manager Selection - a Case Study
Investment manager selection: a case study We have written extensively about investment manager selection at Westminster Consulting. However, we have...
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