Here we have highlighted the changes from the October 28, 2015, press release.
Individuals
Quarterly Market Commentary – Q3 2015
Here is Chao & Company’s market commentary for the 3rd quarter of 2015.
FOMC Sep 2015 Press Release Language Changes
Here we have highlighted the changes from the September 17, 2015, press release.
I Wish I Wish with All My Heart…FOMC Take Action
As the FOMC prepares to meet this week to determine its interest rate policy, we wish they would take action.
FOMC Jul 2015 Press Release Language Changes
Here we have highlighted the changes from the July 29, 2015, press release.
Quarterly Market Commentary – Q2 2015
Here is Chao & Company’s market commentary for the 2nd quarter of 2015.
Quarterly Market Commentary – Q1 2015
Here is Chao & Company’s market commentary for the 1st quarter of 2015.
Quarterly Market Commentary – Q4 2014
Here is Chao & Company’s market commentary for the 4th quarter of 2014.
Quarterly Market Commentary – Q3 2014
Here is Chao & Company’s market commentary for the 3rd quarter of 2014.
Firing PIMCO in the Post-Gross World?
Many plans immediately “fired” PIMCO when Bill Gross’s departure was announced. However, when a manger leaves a fund that is on a plan investment menu, Chao & Company looks to the plan’s written investment policy for guidance rather than a knee-jerk reaction. .
Quarterly Market Commentary – Q2 2014
Here is Chao & Company’s market commentary for the 2nd quarter of 2014.
Quarterly Market Commentary – Q1 2014
Here is Chao & Company’s market commentary for the 1st quarter of 2014.
Captain Phillips is Not a Hero. He is a Fiduciary.
This article depicts a comparison Philip makes after hearing a speech by Captain Phillips with regards to a fiduciary standard in the investment world as well trust and duty in this maritime situation.
Quarterly Market Commentary – Q4 2013
Here is Chao & Company’s market commentary for the 4th quarter of 2013.
Quarterly Market Commentary – Q2 2013
August this year will mark the 5th anniversary of the Lehman bankruptcy which ushered in the full force of the global financial crisis. Although the transmission mechanism was the sub-prime tainted, investment grade CMOs and much of the ills were manifested through...
Quarterly Market Commentary – Q2 2013
August this year will mark the 5th anniversary of the Lehman bankruptcy which ushered in the full force of the global financial crisis. Although the transmission mechanism was the sub-prime tainted, investment grade CMOs and much of the ills were manifested through...
Quarterly Market Commentary – Q1 2013
The US Market - non plus The first quarter of 2013 has been nothing less than spectacular for the US stock market with the S&P 500 and the Dow Jones Industrial making new highs. The ongoing stock market rally is a continuation of a "risk-on" push since the final...
Quarterly Market Commentary – Q4 2012
The most important non-event in 2012 was the end of the 5,125-year cycle in the Mayan calendar on December 21 which should have ushered in the fiery end of the world. After surviving that scare, we had to endure the much less ominous yet no less out-of-control event...
Fiscal Cliff–What is it?
The Fiscal Cliff is the culmination of expiring (Bush-era) tax cuts and subsidies and initiation of spending cuts (“Sequestration”) and new taxes beginning in 2013. Sequestration is an automatic budget cut, sanctioned under the 2011 Budget Control Act, that applies...
2013 Medicare Surtax: Taxing the Rich and the Haves
Effective on tax year after December 31, 2012, a Medicare Tax increase of 0.90% is set to become effective along with a new 3.8% Medicare Surtax to be levied on unearned or investment income for high income taxpayers. These new taxes were part of an attempt to...