What's New


07/28/2016 - FOMC July 2016 Press Release Language Changes Read more.

07/25/2016 - 2016 2nd Quarter Market Commentary Read more.

07/20/2016 - A New US Retirement Plan Be Careful What You Shoot For Read more.

06/25/2016 - US Rates Lower for Longer Read more.

06/25/2016 - Brexit - The Beginning of the End of the EU? Read more.

06/23/2016 - Philip Chao interviewed on DOL Fiduciary ruling for BPV's "On Pitch" Podcast Listen now.

06/15/2016 -
FOMC June 2016 Press Release Language Changes Read more.

05/23/2016 - Capital Preservation Options in DC Plans Read more.

04/29/2016 - 2017 HSA Plan Limitations Read more.

04/27/2016 - FOMC April 2016 Press Release Language Changes Read more.

04/26/2016 - 2016 1st Quarter Market Commentary Read more.

04/19/2016 - DOL Best Interest Contract Read more.

04/11/2016 - DOL Redefines Fiduciary - A summary of this new rule Read more.

04/06/2016 - InvestmentNews - Philip Chao quoted Read more.

03/21/2016 - Conflicted Advice is an Oxymoron Read more.

03/18/2016 -
FOMC March 2016 Press Release Language Changes Read more.

03/09/2016 - Knowing Your Core Bonds in Portfolio Construction the Casey Kasem Way Read more.

02/10/2016 - The Monkeying Around of the Chinese Currency Read more.

02/05/2016 - Where do we go from here? Read more.

02/01/2016 -
2015 4th Quarter Market Commentary Read more.

01/27/2016 - FOMC January 2016 Press Release Language Changes Read more.

01/08/2016 - Nowhere to Hide - Core Bond Matters Read more.

12/28/2015 - JPM Fiduciary Violation Read more.

12/16/2015 - FOMC December 2015 Press Release Language Changes Read more.

12/03/2015 - Financial Advisor Magazine - Philip Chao is quoted. Read more.