Philip Chao was featured in a recent article regarding the fiduciary duty to monitor.
Everything Else
Philip Chao in InvestmentNews Article on Managed Accounts
Philip Chao was recently quoted in an article in InvestmentNews regarding advisors’ approaches to managed accounts in 401(k) plans.
Supreme Court Decision on Tibble v Edison
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.
2018 HSA Plan Limits
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.
Philip Chao Mentioned in Book “Successful Defined Contribution Design”
Philip Chao was mentioned in the book Successful Defined Contribution Investment Design: How to Align Target-date, Core, and Income Strategies to the PRICE of Retirement. To view and/or buy the book, please click here.
The market interest rate direction is right…the pace is questionable
On December 16, 2015, the FOMC raised rates for the first time since June 2006. The rise was to signal to the market the start of a new phase in monetary policy by the FOMC
There is No Morning After Pill: A CIO’s view of the Trump Victory
After witnessing Donald Trump’s aggressive Presidential campaign, Philip Chao easily drew comparisons between the campaign and the lessons he’s learned from years of investment management.
2017 Annual Qualified Retirement Plan Contribution Limits
On October 27, 2016, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2017. The following is a comparison of the 2016 and 2017 limitations.
Philip Chao featured as Guest on BMO Better Conversations Podcast
Here is an interview of Philip Chao regarding custom target date funds via Podcast.
A New US Retirement Plan – Be Careful What You Shoot For
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: The beginning of the end of the European Union?
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.
U.S. Interest Rates – Lower for Much Longer
Here is an in-depth analysis of US interest rates in the past, currently and what’s to come.
Capital Preservation Options in Defined Contribution Plans
Here is a summary of capital preservation options in Defined Contribution plans.
2017 Health Savings Account Plan Limits
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.
2016 Health Savings Account Plan Limits
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.
Knowing Your Core Bonds in Portfolio Construction the Casey Kasem Way
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.
The Monkeying Around of the Chinese Currency
Here we explore the past, present and future of the Chinese currency.
Where do we go from here? It’s complicated.
There are many factors at play, but we are now again looking to the U.S. consumer as the pillar of strength to lift us out of the current malaise.
Nowhere to Hide – Core Bond Matters
The first four days in 2016 have been another wakeup call to investors globally.
Incentive Dictates Behavior: The Fiduciary Failure at Its Core
This article discusses JP Morgan’s fiduciary failures and what we can learn from them.