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
Return on Investment
In August, we wrote about Amazon’s purchase of Whole Foods and their imposed price reductions for the premium grocery chain (The Synergy between Amazon...
Decision Tools for Individual Financial Health
Here’s a well-known finance puzzle. You’ve accumulated $1000 in cash to start paying off $2000 in debt you’ve generated through two credit cards. One...
A Sad Day for the Kid in You
We have discussed the struggles in retail, notably in our May and June articles on the retail environment. Toys R’ US, the largest toy chain in the US,...
Are Equity Markets Overvalued Now?
Within our January newsletters, we let professional market prognosticators from large institutions take their best shot on where the markets will end up...
Some Stories Matter to the Markets, some Don't.
Watching the news tickers scroll by can be an exercise in exhaustion. If every story is important, then one might be tempted to conclude that no story...
The Synergy between Amazon and Whole Foods
There are generally two reasons one business acquires another. First, the acquired business could simply be a good investment – generating healthy profits...
Out of the Frying Pan
So the broker-driven investment business model is under assault due to the new fiduciary rule. Even if it never gets fully implemented, the Securities...
When Economics and Politics Collide
Our readers may remember I have previously recommended NPR’s podcast, Planet Money, for its exceptionally good results explaining complicated economic...
At its heart, the Department of Labor’s fiduciary rule was supposed to expand the responsibility of financial advisors that deal with retirement money. ...
Are We There Yet?
We’re marking the 9th year of economic expansion since the financial crisis of 2008 and correlated market lows of early 2009. This recovery cycle may...
Adding to the FANGs
Last year, the information technology sector was being undercut by weakness in the FANG stocks – Facebook, Amazon, Netflix, and Google. With slight revision...
Critics of the post 2009 recovery from the Great Recession believed the improving unemployment numbers from Washington DC were misleading. They argued...
Sign up for our Newsletter
Westminster Consulting, LLC. - 11 Centre Park Suite 303 - Rochester, NY 14614 - 1.800.237.0076 - firstname.lastname@example.org
All Rights Reserved - Copyright 2017