Quarterly Market Commentary – 2019 Q4


This is the 4th quarter of 2019 market commentary which represents the current views of Experiential Wealth, Inc.

Philip Chao interviewed on CNBC Personal Finance – More people may soon have annuities in their 401(k) plans


The SECURE Act brings safe harbor for Plan fiduciaries to include annuities as an invest and pay out option under a DC plan for the first time.

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”