News & Commentary
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Summary
As reflected in the new staff projections, expecting a more protracted weakness of the euro area economy, the persistence of ...
In this article, Philip Chao discusses China/US relations.
This is the 3rd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2018 through the third quarter of 2019, Social Security and ...
Philip Chao was recently featured in the InvestmentNew article "Are 401(k) advice fees headed to zero”.
Summary
Labor market remains strong with solid job gains. (no change)
Economic activity has been rising at a moderate rate. (no change)
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Lifetime income decisions are made along the continuum of “guaranty” and “optionality”. Neither one is always right or always inappropriate. A ...
Summary
· As reflected in the new staff projections, expecting a more protracted weakness of the euro area economy, the persistence of ...
FOMC cut rates by 25bp and stopped shrinking its balance sheet 2 months earlier than scheduled. The market was hoping for more cuts and more ...
Summary
Keep ECB interest rates unchanged and expect them to remain at their present or lower levels at least through Q2 of 2020. ...
This is the 2nd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
Philip Chao was recently feature in the Investment News article "LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisors".
In an interview with AllianzGI, Philip Chao offered his thoughts regarding fee pressure, service model, continuing industry consolidation, FinTech, and the future role of the RIA.
Here we have highlighted the changes in the June 19, 2019, FOMC Press Release
What has changed since the last meeting on April 10, 2019?
Philip Chao was featured in Financial Advisor article " Do Annuities and 401(k) Plans Mix?”
Philip Chao is quoted in the June 3, 2019 Ben Mattlin’s article: Do Annuities And 401(k) Plans Mix?
On May 22, 2019, the Internal Revenue Service issued Revenue Procedure 2019-25, announcing the 2020 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. Here is a comparison of the HSA calendar year 2019 and 2020 annual limits.
Philip Chao was featured in the InvestmentNews article "Cross-Selling Poised to be Next 401(k) 'Battleground' Issue".
Here we have highlighted the changes in the May 1, 2019, FOMC Press Release.