A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #20 - Change in Retirement
An in-depth look into the retirement landscape
Our commentary on the most current topics
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...
Market Forecasts of 2016 and 2017
Market Targets from January 2016 Flat-to-negative returns of the 2015 year chastened some analysts into lowering their predictions for 2016. After some...
Inflation in the Crosshairs
For monetary policy wonks, today is Christmas At the time of writing, the time is 2:08 pm on December 14th, 2016. Clearly, it’s in the middle of the...
Reconsidering Collective Investment Trusts
What determines an individual’s universe of investments? Imagine you have spare cash you’d like to invest. You don’t have the time or expertise to individually...
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