by admin | Nov 26, 2019 | Company News, Everything Else, Opinions
During the run up to a national election, it is always about hope and change and a competition of ideas. The 2020 election season is no different. A Democratic Party candidate, Pete Buttigieg, is proposing yet another way to help workers save for their retirement...
by admin | Oct 31, 2019 | Company News, Opinions
Philip Chao quoted in Planadviser Magazine October 2019 Cover Story “Addressing Profitability” regarding, when plans are no longer cost-effective, there are actions advisers can take. Here is the complete article.
by admin | Oct 24, 2019 | Company News, Everything Else, Opinions
The rise of China has been a multi-decade story and increasingly deemed as a developing threat to the status quo and the United States’ primacy. Early on, President Trump focused on the trade imbalance between the two countries and used tariffs as the means to...
by admin | Oct 10, 2019 | Everything Else, Individuals, Institutions, Limits, Regulations
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2018 through the third quarter of 2019, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 1.6 percent COLA for 2020. Please retrieve the Social...
by admin | Sep 23, 2019 | Company News, Everything Else, Opinions
Earlier this year, Schwab Intelligent Advisory, a human-based, robo-assisted financial advice offering was launched at an upfront fee of $300 and a flat fee of $30 a month. Now, Vanguard is getting into financial advice including portfolio management. The Vanguard...