A quarterly magazine produced by Confero Fiduciary Partners
Latest Issue: #19 - Washington's Impact on Retirement
An in-depth look into the retirement landscape
Our commentary on the most current topics
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...
Quarterly Market Update – Q3 2016
Key news stories As always, problems generate more news than stability. This quarter, the problems were overseas. Britain was warned about the consequences...
Improving Retirement Readiness
Retirement Readiness Today When considering retirement readiness, there are a great number of articles, arguments and entreaties for personal responsibility...
Reintroducing Westminster Consulting
Continuous Improvement Our long time clients may read the title of this article and wonder if they need an introduction. What purpose does a reintroduction...
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