News & Commentary
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What has changed since the last meeting on April 10, 2019?
Philip Chao was featured in Financial Advisor article " Do Annuities and 401(k) Plans Mix?”
Philip Chao is quoted in the June 3, 2019 Ben Mattlin’s article: Do Annuities And 401(k) Plans Mix?
On May 22, 2019, the Internal Revenue Service issued Revenue Procedure 2019-25, announcing the 2020 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. Here is a comparison of the HSA calendar year 2019 and 2020 annual limits.
Philip Chao was featured in the InvestmentNews article "Cross-Selling Poised to be Next 401(k) 'Battleground' Issue".
Here we have highlighted the changes in the May 1, 2019, FOMC Press Release.
The advance estimate for first quarter real GDP came in at 3.2% and surprised on the upside.
Philip Chao was featured in the Investment News article "Fidelity Wants to Own the Workplace - and Beyond".
Philip Chao is quoted in the Investment News article "Principal-Wells Fargo Retirement Deal Hints at Fee Compression".
This is the first quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
What has changed since March 7, 2019?
The 3 month-10 year portion of the yield curve has inverted. Many consider this to be the tell tale sign for an economic recession in 12 to 24 ...
Here we have highlighted the changes in the March 20, 2019, FOMC Press Release.
Iris.com has featured a commentary piece written by Philip Chao.
Since we do not expect an economic recession in the U.S. until 2021 and beyond, we are hopeful that any new policy tools or retooling of the existing policy goodies will be ready for prime time.
Here we have highlighted the changes from the January 24, 2019, ECB Press Conference.
In its thirst to maintain and grow assets under administration in an increasingly competitive and dwindling fee environment, a recordkeeper must ...
iGPS can give new life to asset managers and recordkeepers as the optimum QDIA solution between a target date fund and a managed account.
This class action lawsuit shines a light onto the revenue sharing (or possible self-dealing and prohibited transactions) relationship between a ...
2019 begins the Era of Powell Transparency. In his first of eight “live” FOMC meeting press conferences this year, Chairman Powell stated that ...