Philip Chao’s New Book: From Save to Safe is available now! Learn more.
Philip Chao discusses his near-10-year path to creating a personalized target-date fund investment option for plan sponsors.
Click here for the full article.
Summary: Kevin Walsh presided over his first Federal Open Market Committee meeting as the Chairman, succeeding the immediate pass chairman, Jerome Powell, who remains as a governor on the Committee. At Chair Walsh’s April 21, 2026, Senate Banking Committee...
New Chairmanship & New Initiatives At any institution, a change in leadership is a natural and timely opportunity to reaffirm its mission, to review current practices, and to consider whether those practices best meet our objectives. The Committee will be working...
Retirement Industry Eyes QDIA Personalization–With Caution[i] On June 3, 2026, PlanSponsor published an article summarizing the "QDIA Evolution" session at the 2026 PLANSPONSOR National Conference in Nashville, Tennessee. Panelists Brian Miller (Vanguard), John Doyle...
What Advisors Need to Know About Personalized Target Date Funds https://www.napa-net.org/news/2026/5/what-advisors-need-to-know-about-personalized-target-date-funds/ Philip Chao Founder and CIO Nexus338 Creator of iGPS, a personalized target date solution for defined...
Topics discussed in this quarter's commentary are: The Iran War Dimming of the Liberal World Order The Tariff Chaos The K-Shaped Economy AI-Labor Displacement Ballooning Deficit Conclusions & Expectations The first quarter commentary offers a more in-depth...