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.
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.
Here we have highlighted the changes in the December, 13, 2017, FOMC Press Release.
Philip Chao quoted in InvestmentNews article "Do specialized retirement plan advisers even need a broker-dealer?"
Philip Chao quoted in InvestmentNews Article "401(k) Managed Account Push Rife with Conflicts of Interest".
The U.S. Department of Labor has announced an 18-month extension from Jan. 1, 2018, to July 1, 2019, of the special Transition Period for the Fiduciary Rule’s Best Interest Contract Exemption.
On November 15, 2017, the BEA released its Consumer Price Index showing that the CPI-U rose 0.1% in October.
The Trump administration wants to give a shot in the arm to annuities in 401(k) plans by encouraging rules to make it more palatable for plan sponsors to offer such products.
Here we have highlighted the changes in the November 1, 2017, FOMC press release.
The 2017 Q3 came in at 3% and surprised everyone. What are the contributing factors telling us?
Here we have highlighted the changes in the October 26, 2017, press release.
On October 18, 2017, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2017.
Research shows that many households are ill-equipped to manage their own retirement account and have little or no retirement savings.
Chao & Company is one of five defined contribution advisory firms selected by PIMCO to offer opinion regarding how this firm conducts target date fund monitoring.
This is the third quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
Philip Chao was featured in a recent article regarding the fiduciary duty to monitor.