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.
Here we have highlighted the changes from the June 14, 2018, ECB Press Conference.
Philip Chao was quoted on the “Allianz Life enters retirement market with Vestwell partnership” FundAction article.
This is the second quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Philip Chao was quoted on the “SEI on the Hunt for GMWB products” FundAction article regarding guaranteed minimum withdrawal benefit solutions.
Here we have highlighted the changes from the April 26, 2018, ECB Press Conference.
The June 13, 2018, FOMC meeting lived up to the market’s expectation of a 25bp rate increase. This has been widely expected since this is a “live” meeting (meaning that the meeting is followed by a Chairman press conference). This allows the FOMC, though Chairman Powell, to offer an additional opportunity to explain the position taken by the FOMC and to answer questions from the press.
Philip Chao was recently quoted on the “Allianz Life enters retirement market with Vestwell partnership” in a FundAction article.
In response to the 5th Circuit Appeal’s Court decision, Mabel Capolongo, Director of Enforcement Regional Directors at the DOL today issued “FIELD ASSISTANCE BULLETIN NO. 2018-02” which states…
On April 27th, the Bureau of Economic Analysis (BEA) released its “advance estimate” for the 2018 Q1 real GDP at 2.3%.
Here we have highlighted the changes in the May 2, 2018, FOMC Press Release.
This is the first quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Philip Chao was recently featured in a FundIntelligence Article on Ascensus acquisition of Benefits Planning Consultants.
Here we have highlighted the changes in the March 21, 2018, FOMC Press Release.
We have provided here the Dallas District Court order and the 5th Circuit Court Appeal decision.
Obviously there is no such design, but there are actions that can be taken to significantly minimize the probability of being sued.
Philip Chao is quoted on American Funds' site regarding volatility.
Here we have highlighted the changes in the January 31, 2018, FOMC Press Release.
This is the fourth quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
Philip Chao has been feature in an Investment News article providing his thoughts and comments on Fidelity charging a new fee on Vanguard assets held in their 401ks.
Here we have summarized the accompanying economic projections to the December, 13, 2017, FOMC Press Release.