Ron Surz

Ron Surz

Contributor

Areas of Expertise

Ron Surz is president of  Target Date Solutions, developer of the patented Safe Landing Glide Path, Soteria personalized target date accounts, and Age Sage do-it-yourself investing. He is also co-host of the Baby Boomer Investing Show.

His passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity, so he wrote a book Baby Boomer Investing in the Perilous 2020s and he provides a financial educational curriculum.

Recent Articles

Published
Jan 19, 2021
Ron Surz

Forecasts of 2021 Stock Market Performance Are Overly Optimistic

Published
Jan 19, 2021
Ron Surz
Published
Dec 10, 2020
Ron Surz

My Legacy: A Dozen Innovations

Published
Dec 10, 2020
Ron Surz
Published
Jul 30, 2020
Ron Surz

Who Should Design Target Date Funds? Who Should Not?

Published
Jul 30, 2020
Ron Surz
Published
Jul 27, 2020
Ron Surz

Union 401(k) Plans Need Safer Target Date Funds

Published
Jul 27, 2020
Ron Surz
Published
Jul 8, 2020
Ron Surz

The 70 Year History of Investment Consulting: 1950-2020

Published
Jul 8, 2020
Ron Surz
Published
Jul 6, 2020
Ron Surz

Baby Boomers Should Not 'Stay the Course' Because Most Are on the Wrong Course

Published
Jul 6, 2020
Ron Surz
Published
Jun 8, 2020
Ron Surz
Retirement

Pandemic Heightens Concerns About Target Date Fund Risk: Most Are More than 85% in Risky Assets at Their Target Date

Published
Jun 8, 2020
Ron Surz
Published
Jun 2, 2020
Ron Surz

Can Investor Sentiment and the Fed Continue to Lift the Stock Market?

Published
Jun 2, 2020
Ron Surz
Published
Jun 1, 2020
Ron Surz

Retirement Spending Budgets for 78 Million Baby Boomers: How Will Poor Baby Boomers Survive the Retirement Crisis?

Published
Jun 1, 2020
Ron Surz
Published
May 19, 2020
Ron Surz

We Have Had Serious Inflation and It Will Get Much Worse

Published
May 19, 2020
Ron Surz

Published

Published