On April 23, 2014, the Internal Revenue Service issued Revenue Procedure 2014-301 announcing the 2015 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. The following is a comparison of the 2014 and 2015...
Philip Chao, guest columnist for RIABiz, recounted the luncheon keynote from Captain Phillips at the 2014 Putnam Investment Analyst meeting. He is a true fiduciary. Click here for the full article.
In this presentation by the Chao & Company team, we want to use market data to illustrate that: Investing is subject to sequence risk (enter and exit points) and historical data is subject to end-point bias. Allocating more to equities may not always deliver on...
On October 31, 2013, the Internal Revenue Service announced1 cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2014. Generally speaking, many of the pension plan limitations increased for 2013...
On September 26, 2013, Fidelity issued a news release announcing the strategic asset allocation adjustments to its Freedom Funds – a series of target date funds. Fidelity is increasing equity allocation to every vintage along the entire Freedom fund strategic...