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 21, 2020
Ron Surz

Is The 60/40 Stock/Bond Rule Stupid?

Published
Jan 21, 2020
Ron Surz
Published
Jan 3, 2020
Ron Surz

Performance Evaluation of Multi-asset Portfolios in 2019

Published
Jan 3, 2020
Ron Surz
Published
Dec 17, 2019
Ron Surz

2019 Was a Very Good Year for US Stocks and for the 60/40 Rule

Published
Dec 17, 2019
Ron Surz
Published
Dec 9, 2019
Ron Surz

Stocks, Bonds, Bills & Inflation Returns for the 94 Years Ending December, 2019

Published
Dec 9, 2019
Ron Surz
Published
Dec 3, 2019
Ron Surz

Be Smarter Than Picking Stocks And Timing Markets; Keep Your Eyes On The Prize

Published
Dec 3, 2019
Ron Surz
Published
Dec 2, 2019
Ron Surz

A Shout Out to Investors About Model Portfolios

Published
Dec 2, 2019
Ron Surz
Published
Nov 4, 2019
Ron Surz

Have You Succeeded or Failed So Far This Year Through October?

Published
Nov 4, 2019
Ron Surz
Published
Oct 13, 2019
Ron Surz

Are Dimensional Fund Advisors (DFA) A Cult?

Published
Oct 13, 2019
Ron Surz
Published
Oct 10, 2019
Ron Surz

Target Date Fund Performance Through September, 2019

Published
Oct 10, 2019
Ron Surz
Published
Oct 1, 2019
Ron Surz

Don't Ruin a Happy Retirement

Published
Oct 1, 2019
Ron Surz

Published

Published