A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #23 - Cybersecurity
An in-depth look into the retirement landscape
Our commentary on the most current topics
Quarterly Market Update – Q2 2018
Key news stories By fundamental measures – factors including economic growth, inflation, employment, profitability – the economy is healthy. Financial...
Selecting an Investment Consultant
The reputation of investment professionals Investment and financial professionals are not always portrayed in the best light in film and culture. Sometimes,...
Socially Responsible Investing
The basics of Social Responsible Investing Some of our readers will be familiar with the basics of socially responsible investing (SRI). However, as...
Quarterly Market Update - Q1 2018
Key news stories Investors might have thought that the government shutdown in January might have had a material impact, but they would have been wrong. ...
The economic picture has been rosy For the past year, there has been a temptation for the Trump administration to leave their own mark upon the US economy...
Market Volatility - Fear Returns
I have almost forgotten the taste of fears. The time has been my senses would have cooled to hear a night-shriek, and my fell of hair would at a dismal...
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...
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