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”
November 28, 2019
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".
November 26, 2019
Participant Data – Plan Asset vs. Participant Asset
Here we comment on the recent lawsuits of Vanderbilt and Northwestern regarding participant data.
Institutions,Plan Sponsors,Opinions
November 17, 2019
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”
October 31, 2019
Philip Chao Commentary quoted in Iris.com – The Middle Kingdom & the Parallel Universe
In this article, Philip Chao discusses China/US relations.
October 24, 2019
Quarterly Market Commentary – 2019 Q3
This is the 3rd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
Individuals,Institutions,Plan Sponsors,Quarterly Commentary
October 16, 2019
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”.
September 23, 2019