News & Commentary
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Here we have highlighted the changes in the July 26, 2017, press release.
Recently, we took a look at the BLS June report for employment and unemployment statistics on the state level and the Employment Situation Summary found some interesting observations.
During the July 20, 2017, ECB Press Conference, there were some changes made since the June 8, 2017 conference.
Philip Chao was recently quoted in an article in InvestmentNews regarding advisors' approaches to managed accounts in 401(k) plans.
This is the second quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
Here we have highlighted the changes from the June 14, 2017, press release.
Here we discuss the House passed Financial CHOICE Act as it aims to dismantle a number of Dodd Frank provisions.
During the June 8, 2017, ECB Press Conference, there were some changes made since the April 27, 2017 conference.
The Supreme Court's decision regarding statute of limitations for claims alleging breach of fiduciary duty affirms the spirit and the practice of a plan fiduciary.
Here is the link to the DOL's complete bulletin regarding the temporary enforcement policy.
The Fiduciary Rule will go into partial effect on June 9th without further delay.
This is the link to an article in which Philip Chao is quoted regarding Fidelity's approach to the new Fiduciary Rule.
On May 04, 2017, the IRS announced the 2018 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2017 and 2018 limits.
Here we have highlighted the changes from the May 3, 2017, press release.
This is the first quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
As expected, the DoL has issued the 60-day extension to the application of the Fiduciary Rule just in time before the new rule’s April 10th application date. This writing offers a pre-release copy of the extension.
According to Chair Yellen’s March 15, 2017, press conference opening statement, a modest increase in the federal funds rate is appropriate due to...
Here we have highlighted the changes from the March 15, 2017, press release.
On March 3, 2017, FOMC Chair Yellen delivered her “From Adding Accommodation to Scaling It back” speech at the Executives’ Club of Chicago. Here is a brief synopsis.
Chief Judge Barbara Lynn of the Northern District of Texas granted motion for summary judgment in favor of the Fiduciary Rule and BICE.