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
A Tipping Point on Bitcoin
Alternative currencies are not new. Digital currencies are not new. Neither are Bitcoins. We wrote about them almost four years ago on our blog (The...
3 Key Strategies to Optimize Your Rollover Savings!
At Westminster Workplace solutions we work with employees and their retirement dollars. Surprisingly…or not, we see many of the same mistakes and questions...
STAB is the new FANG
The transformative technological-growth story in the United States has been embodied by the FANG stocks – Facebook, Amazon, Netflix, and Google – or FAANG,...
All the Way Out
The slightly ignominious conditions of Janet Yellen’s departure as Federal Reserve Chair stems from the President’s decision to break with tradition of...
Unsung Winners and Losers of the Republican Tax Plan
The House Republicans unveiled their proposed tax plan last Thursday. There will likely be some revisions to this plan – since the Senate republicans...
The New Hand on the Tiller
President Trump has been eager to separate himself from legacy Obama era policies and key policy makers. Federal Reserve Chair Janet Yellen’s term is...
401(K) Changes Considered
The Republicans in Congress are eager for tax cuts, but are running out of ways to pay for them. Presuming we are already on the left side of the Laffer...
Last Stand of the Anchor Store
In our monthly articles on the hollowing out of the retail environment, we described the department store Nordstrom as an anchor to the traditional shopping...
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...
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