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.
Philip Chao was quoted in the InvestmentNews article "Annuity and Mutual Fund Interests at Odds over 401(k) Disclosures".
Here we have highlighted the changes in the November 8, 2018, FOMC Press Release.
On November 1, 2018, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2019.
On May 14, 2018, the Internal Revenue Service issued Revenue Procedure 2018-30 , announcing the 2019 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223.
An article by Philip Chao, "Unintended Fiduciary Consequences of 401(k) Fee Compression", was featured in InvestmentNews.
Philip Chao was quoted in InvestmentNews.com op-ed on the "Unintended Fiduciary Consequences of 401(k) Fee Compression".
Philip Chao was quoted in the “401(k) Record Keepers Seek New Revenue Streams " InvestmentNews article.
This is the third quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Here we have highlighted the changes in the September 26, 2018, FOMC Press Release.
Philip Chao was quoted in the “401k Advisor Disclosures Need an Important Update" InvestmentNews article.
Philip Chao and Don Trone jointly opined on advisors recognizing and disclosing their own behavioral biases.
Philip Chao was quoted in the “Drawing Down Assets from a Portfolio Need not be Tough" InvestmentNews article.
Philip Chao was quoted on the “Fidelity's zero-cost funds raise issues for 401(k) advisers” InvestmentNews article.
Here we have highlighted the changes in the August 1, 2018, FOMC Press Release.
Here is the Bank of Japan Policy Board's press release on July 31, 2018.