News & Commentary
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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.
ERISA has always required a fiduciary to serve "solely" in the best interest of the plan participants and beneficiaries. There should be no gray area.
On April 6, 2016, the DOL issued the final rule re-defining the term "Fiduciary" under ERISA and finalized the Conflict of Interest Rule applicable to retirement investment advice. Here is a summary as well as the changes and clarifications.
So much has been said and fought over the U.S. Department of Labor's (DOL) proposed expansion of fiduciary duty to advisers and their institutions since first proposed in 2010. Here we examine the rule, its exemptions and the conflict surrounding them.
Here we have highlighted the changes from the March 16, 2016, press release.
The late Casey Kasem closed each of his American Top 40 radio show with "Keep your feet on the ground and keep reaching for the stars." I am not sure how good an investor he was, but his closing statement each week summarized prudent portfolio construction perfectly – reaching for better returns should be on the shoulders of a solid foundation.
Here we explore the past, present and future of the Chinese currency.