A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #21 - Higher Education Institutions
An in-depth look into the retirement landscape
Our commentary on the most current topics
Market Forecasts of 2017 and 2018
Market Targets from January 2017 For most investors, 2016 was good but 2017 was better. 2017 was the year without fear with a near goldilocks scenario...
Revenue Sharing Solutions for Defined Contribution Plans – Part 2
A brief review In the previous article, we highlighted the disparity in fees when using traditional revenue sharing arrangements to pay for the administrative...
Revenue Sharing Problems for Defined Contribution Plans – Part 1
There is no such thing as free lunch We can understand why a typical employee with a 401(k) – a retirement plan participant – might believe they have...
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...
Individual Investors and Tax Management
Tailored Articles for the Fiduciary Audience From our firm’s inception until 2017, Westminster Consulting had limited our consulting services solely...
Westminster Consulting Expands
Continuous improvement means continuous change Around this time last year, our monthly article, “Reintroducing Westminster Consulting”, was published...
Quarterly Market Update - Q2 2017
Key news stories The real world economic themes from the first quarter – new unemployment lows, strong technology, weak retail, steady monetary tightening,...
Navigating the New Retail - Part 2
Adapt & evolve In our previous monthly article, we examined the scope of the unusually hostile business environment for retailers and the causes of it. ...
The New Retail – Part 1
Focus on the retail Our monthly newsletters have occasionally focused on particular sectors experiencing notable change. We’ve reviewed the energy...
Quarterly Market Update - Q1 2017
Key news stories The first quarter of 2017 was filled with events with the potential to change our economic and investment environment. We experienced...
Looking forward into the markets by sector It has been several years since we have considered the totality of the market by sectors; we last did this...
The Dust Settles
Finally, some clarity Donald Trump did not win his Presidency by conforming to traditional Republican archetypes. While the previous Republican White...
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