What's New


02/08/2017 - Fiduciary Rule - A Never Ending Saga Read more. 

02/01/2017 -  FOMC February 2017 Press Release Language Changes Read more.

01/27/2017 - 2016 4th Quarter Market Commentary Read more.

01/13/2017 - DOL Issues the Second Best Interests FAQs Read more.

01/13/2017 - DOL Issues a Consumer Protection FAQ for Retirement Investors Read more.

12/14/2016 - 
FOMC December 2016 Press Release Language Changes  Read more

11/21/2016 - The market interest rate direction is right ... the pace is questionabe   Read More

11/13/2016 -  There is no Morning After Pill - A CIO's view of the Trump Victory  Read More

11/07/2016 - Reasonable is the right fiduciary approach to fees. Read more.

11/03/2016 - 
FOMC November 2016 Press Release Language Changes Read more

10/27/2016 -  DOL issues the first Best Interests FAQs   Read more .

10/24/2016 - 2017 Plan Limits Read more.

10/20/2016 - 2016 3rd Quarter Market Commentary Read more.

10/07/2016 - Philip Chao as Guest on BMO Better Conversations Podcast: Custom Target Date Funds: Is the Juice Worth the Squeeze? Read more.

09/22/2016 - FOMC September 2016 Press Release Language Changes Read more.

09/12/2016 - Wells Fargo Can't Spell Fiduciary Read more.

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.