The Un(settling)-Normal Here is the complete article.
Philip Chao Viewpoints Published in Iris.xyz – the Un(settling)-Normal
read more
Everything Else
Philip Chao Viewpoints Published in Iris.xyz – The Future of the Financial Markets, After COVID-19
This global pandemic is not a Black Swan event - an unpredictable event that is beyond what is normally expected of a situation and has potentially significant rewards or consequences. COVID-19, like SARS, MERS, Ebola and other viruses before, is quite a predictable...
Philip Chao interviewed on CNBC Personal Finance – Investors urged to beware of the Tesla ‘fear of missing out’ mania
The recent roller coaster ride with the Tesla stock reminds us all about the need for diversification. Depending on when you invested in the stock, the week of excitement and elation (greed) turned quickly into disappointment and disbelief (fear). Read the CNBC...
Philip Chao interviewed on CNBC Personal Finance – More people may soon have annuities in their 401(k) plans
The SECURE Act brings safe harbor for Plan fiduciaries to include annuities as an invest and pay out option under a DC plan for the first time.
Philip Chao Commentary quoted in Iris.xyz – “It’s Not Shocking to See Schwab Buying TD Ameritrade”
Philip Chao’s commentary is quoted in Iris.com – “It’s Not Shocking to See Schwab Buying TD Ameritrade”
Philip Chao in Investment News Article ” Pete Buttigieg proposes a ‘public’ 401(k) program”
Philip Chao is featured in the InvestmentNews article “Pete Buttigieg proposes a ‘public’ 401(k) program”.
Philip Chao Commentary quoted in Iris.xyz – The Middle Kingdom & the Parallel Universe
In this article, Philip Chao discusses China/US relations.
2020 Social Security Cost of Living Adjustment Announced
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 Supplemental Security Income (SSI) beneficiaries will receive a 1.6 percent COLA for 2020. Please retrieve the Social...
Philip Chao in Investment News Article “Are 401(k) advice fees headed to zero”
Philip Chao was recently featured in the InvestmentNew article “Are 401(k) advice fees headed to zero”.
Philip Chao in Investment News Article ” Headwinds to annuities in 401(k) plans persist”
Lifetime income decisions are made along the continuum of “guaranty” and “optionality”. Neither one is always right or always inappropriate. A lifetime “guaranty” payout under a fixed annuity can and sometimes should play a role, alone or in conjunction with, a...
Philip Chao in Investment News Article ” LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisers”
Philip Chao was recently feature in the Investment News article “LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisors”.
Philip Chao is Interviewed by Allianz Global Investors
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.
Philip Chao in Financial Advisor Article ” Do Annuities and 401(k) Plans Mix?”
Philip Chao was featured in Financial Advisor article ” Do Annuities and 401(k) Plans Mix?”
Philip Chao is Quoted in the Financial Advisor (FA) Magazine on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products
Philip Chao is quoted in the June 3, 2019 Ben Mattlin’s article: Do Annuities And 401(k) Plans Mix?
2020 HSA Plan Limits
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 in Investment News Article “Cross-Selling Poised To Be Next 401(k) Battleground Issue”
Philip Chao was featured in the InvestmentNews article “Cross-Selling Poised to be Next 401(k) ‘Battleground’ Issue”.
Philip Chao in Investment News Article on Fidelity Wanting to Own the Workplace
Philip Chao was featured in the Investment News article “Fidelity Wants to Own the Workplace – and Beyond”.
Philip Chao in Investment News Article on Principal Acquisition of Wells
Philip Chao is quoted in the Investment News article “Principal-Wells Fargo Retirement Deal Hints at Fee Compression”.
Philip Chao Commentary quoted in Iris.xyz – How Will Asset Managers Find Ways to Distribute Going Forward?
Iris.com has featured a commentary piece written by Philip Chao.
Philip Chao is Quoted in Fund Intelligence Article on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products
Philip Chao is quoted in the Fund Intelligence article “Blackrock, Microsoft partner on workplace platform; Guaranteed income products planned”.