Quarterly Market Commentary – 2018 Q4


This is the fourth quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.

FOMC December 2018 Press Release Language Change


Here we have highlighted the changes in the December 19, 2018, FOMC Press Release.

Philip Chao is Quoted in Fund Intelligence Article on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products


Philip Chao is quoted in the Fund Intelligence article "Blackrock, Microsoft partner on workplace platform; Guaranteed income products planned".

Philip Chao in Investment News Article on the Annuity and Mutual Fund Interests at Odds over 401(k) Disclosures


Philip Chao was quoted in the InvestmentNews article "Annuity and Mutual Fund Interests at Odds over 401(k) Disclosures".

FOMC November 2018 Press Release Language Change


Here we have highlighted the changes in the November 8, 2018, FOMC Press Release.

2019 Annual Qualified Retirement Plan Contribution Limits


On November 1, 2018, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2019.

2019 HSA Plan Limits


On May 14, 2018, the Internal Revenue Service issued Revenue Procedure 2018-30 , announcing the 2019 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal...

Philip Chao’s Article “The Unintended Fiduciary Consequence of Fee Compression” Featured in InvestmentNews Article


An article by Philip Chao, "Unintended Fiduciary Consequences of 401(k) Fee Compression", was featured in InvestmentNews.

Philip Chao in InvestmentNews Article on the Unintended Fiduciary Consequences of 401(k) Fee Compression


Philip Chao was quoted in InvestmentNews.com op-ed on the "Unintended Fiduciary Consequences of 401(k) Fee Compression".

Philip Chao in InvestmentNews Article on 401(k) Record Keepers Seek New Revenue Streams to “Save Themselves”


Philip Chao was quoted in the “401(k) Record Keepers Seek New Revenue Streams " InvestmentNews article.

Quarterly Market Commentary – 2018 Q3


This is the third quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.