Here is the DOL’s FAQs document on the new conflicts of interest rule.
Individuals
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.
Quarterly Market Commentary – Q3 2016
Here is Chao & Company’s market commentary for the 3rd quarter of 2016.
FOMC Sep 2016 Press Release Language Changes
Here we have highlighted the changes from the September 21, 2016, press release.
Wells Fargo Can’t Spell “Fiduciary”
This article goes into detail regarding Wells Fargo’s SEC violations and abusive fiduciary practices.
FOMC Jul 2016 Press Release Language Changes
Here we have highlighted the changes from the July 27, 2016, press release.
Quarterly Market Commentary – Q2 2016
Here is Chao & Company’s market commentary for the 2nd quarter of 2016.
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.
Philip Chao interviewed on DOL Fiduciary ruling for “On Pitch” Podcast
Here is a podcast Philip Chao did on the DOL Fiduciary Ruling.
“Courage Under Fire” – Fiduciary is a simple concept.
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.
FOMC June 2016 Press Release Language Changes
Here we have highlighted the changes from the June 15, 2016, press release.
Best Interest Contract: “I’m From the Government, and I’m Here to Help”
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.
FOMC April 2016 Press Release Language Changes
Here we have highlighted the changes from the April 27, 2016, press release.
Quarterly Market Commentary – Q1 2016
Here is Chao & Company’s market commentary for the 1st quarter of 2016.
Conflicted Advice is an Oxymoron – A New Day for Retirement Investors
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.
FOMC March 2016 Press Release Language Changes
Here we have highlighted the changes from the March 16, 2016, press release.
FOMC January 2016 Press Release Language Changes
Here we have highlighted the changes from the January 27, 2016, press release.
Quarterly Market Commentary – Q4 2015
Here is Chao & Company’s market commentary for the 4th quarter of 2015.
Nowhere to Hide – Core Bond Matters
The first four days in 2016 have been another wakeup call to investors globally.
FOMC Dec 2015 Press Release Language Changes
Here we have highlighted the changes from the December 16, 2015, press release.