Philip Chao Commentary quoted in Iris.com – “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".

Participant Data – Plan Asset vs. Participant Asset


Here we comment on the recent lawsuits of Vanderbilt and Northwestern regarding participant data.

Philip Chao quoted in Planadviser Magazine October 2019 Cover Story “Addressing Profitability”


Philip Chao was quoted in Planadviser Magazine October 2019 Cover Story "Addressing Profitability”

Philip Chao Commentary quoted in Iris.com – The Middle Kingdom & the Parallel Universe


In this article, Philip Chao discusses China/US relations.

Quarterly Market Commentary – 2019 Q3


This is the 3rd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.

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”.