News & Commentary
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Here is an interview of Philip Chao regarding custom target date funds via Podcast.
Here we have highlighted the changes from the September 21, 2016, press release.
This article goes into detail regarding Wells Fargo's SEC violations and abusive fiduciary practices.
Here we have highlighted the changes from the July 27, 2016, press release.
Here is Chao & Company’s market commentary for the 2nd quarter of 2016.
Retirement savings accessibility, participation and adequacy are hot topics, and the following article from Institutional Investor offers additional evidence that the vectors are lining up to slowly replace the private employer based DC plan with government intervention and ultimately takeover.
Brexit is simply the latest manifestation of discontentment with the status quo and finger pointing. Here's a look at the future of the EU.
Here is an in-depth analysis of US interest rates in the past, currently and what's to come.
Here is a podcast Philip Chao did on the DOL Fiduciary Ruling.
In a letter read at the end of this movie, Meg Ryan's character essentially summarized the important duty of a fiduciary – the duty of loyalty.
Here we have highlighted the changes from the June 15, 2016, press release.
Here is a summary of capital preservation options in Defined Contribution plans.
On April 29, 2016, the IRS announced the 2017 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2016 and 2017 limits.
It is tiring to see repeatedly how the fiduciary rule is bad for small savers. After reading an article by John Berlau, I cannot resist and have commented on the WealthManagement Magazine website. My comment is below, followed by the full, reproduced article.
On May 04, 2015, the IRS announced the 2016 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2015 and 2016 limits.
The following parody should be instructive about how much the DOL has fallen short in its mission and how confusing the new BICE would be to implement and understood by the intended audience.
Here we have highlighted the changes from the April 27, 2016, press release.
Here is Chao & Company’s market commentary for the 1st quarter of 2016.
Here is a detailed summary of the Best Interest Contract Exemption (BICE) included in the DOL's final fiduciary rule.
Here are some comments and key points regarding the new fiduciary rule from Chao & Company.