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
Is Everyone Hanging out Without Me?
The differences between the current administration’s proposed directions and the rest of the world have often been in stark contrast, but the events of...
The Cutest Retirement Plan Feature Ever
Look at this picture. This is a quokka. Quokkas live on small islands off Australia and, unlike most wild animals, have no fear of human interaction. ...
The Ostrich Defense, Revisited
For years (see our blogs from 2013 & 2014) we have asserted the fact that ignorance of the law is not a defense – specifically in the context of understanding...
Sleep No More
The market got a rude awakening last week, exhibiting the largest single point drop in history. Every day last week was a roller coaster, with the Dow...
3 Reasons Your Bond Portfolio Could Lose
Let’s not belabor the title of this blog post. Here are three reasons bonds might be in trouble this year or next. 1 – Borrowing. The recently passed...
Are Investors Complacent or Cautious?
Warren Buffett had a famous adage, close to the heart of every contrarian investor, “Be fearful when others are greedy and greedy when others are fearful.” ...
Chicken Little and Another Shutdown
The last few rounds of threats (in 2011) and actual government shutdowns (in 2013) were met by markets with fear and unease. This year it’s barely a blip. ...
The Lonely Pessimist on Wall Street
Do you know the story of Cassandra? In Greek myth, Cassandra was gifted with the ability to see the future but cursed because nobody would believe her....
You’re Being Robbed! Isn’t That Nice?
There have been a few commercials based on the same idea: being informed about a problem without fixing it isn’t useful. For instance, this commercial...
NYS Raises the Bar
We’ve been watching the stuttering implementation of the fiduciary rule for years now. Here’s a new twist: individual states are taking matters into...
A Little Cold Water
For investors, 2017 didn’t go the way people might have expected. For all the agita, many key asset classes finished the year with high – often double...
Retail and Delivery
It was a big week in news. Just looking at our weekly flash report, the headlines include the Federal Reserve rising rates, Disney’s takeover of Fox,...
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