Quarterly Market Commentary – 2019 Q2


This is the 2nd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.

Philip Chao in Investment News Article ” LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisers”


Philip Chao was recently feature in the Investment News article "LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisors".

Philip Chao is Interviewed by Allianz Global Investors


In an interview with AllianzGI, Philip Chao offered his thoughts regarding fee pressure, service model, continuing industry consolidation, FinTech, and the future role of the RIA.

FOMC June 2019 Press Release Language Change


Here we have highlighted the changes in the June 19, 2019, FOMC Press Release

ECB Press Conference June 6, 2019 – What has changed?


What has changed since the last meeting on April 10, 2019?

Philip Chao is Quoted in the Financial Advisor (FA) Magazine on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products


Philip Chao is quoted in the June 3, 2019 Ben Mattlin’s article: Do Annuities And 401(k) Plans Mix?

2020 HSA Plan Limits


On May 22, 2019, the Internal Revenue Service issued Revenue Procedure 2019-25, announcing the 2020 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. Here is a comparison of the HSA calendar year 2019 and 2020 annual limits.

Philip Chao in Investment News Article “Cross-Selling Poised To Be Next 401(k) Battleground Issue”


Philip Chao was featured in the InvestmentNews article "Cross-Selling Poised to be Next 401(k) 'Battleground' Issue".

FOMC May 2019 Press Release Language Change


Here we have highlighted the changes in the May 1, 2019, FOMC Press Release.

Behind the Headline – Above Trend 2019Q1 GDP (advance)


The advance estimate for first quarter real GDP came in at 3.2% and surprised on the upside.

Philip Chao in Investment News Article on Fidelity Wanting to Own the Workplace


Philip Chao was featured in the Investment News article "Fidelity Wants to Own the Workplace - and Beyond".

Philip Chao in Investment News Article on Principal Acquisition of Wells


Philip Chao is quoted in the Investment News article "Principal-Wells Fargo Retirement Deal Hints at Fee Compression".