News & Commentary
All content contained hereunder are provided for informational and educational purposes. Any and all comments should not be deemed as Experiential Wealth delivering individualized financial or investment advice. Our comments are an expression of opinion at the time such comments or opinions are expressed. We are not responsible to update prior opinions or comments on an ongoing basis. In the case of investments, past performance is no guaranty of future returns.
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 ...
Here we have highlighted the changes in the January 30, 2019, FOMC Press Release.
On June 30, 2016, a class action complaint was filed by Steve Wadman, et al (Plaintiffs), against American Century (Defendants). On January ...
This is the fourth quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Here we have highlighted the changes in the December 19, 2018, FOMC Press Release.
Philip Chao is quoted in the Fund Intelligence article "Blackrock, Microsoft partner on workplace platform; Guaranteed income products planned".
There has been a great deal of uncertainty and anxiety pertaining to the number of Fed rate hikes remaining now that they have completed eight ...