CEO and Co-host of the Baby Boomer Investing Show

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, and CEO of GlidePath Wealth Management. Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors, and GlidePath ... more

ALL CONTRIBUTIONS

Behavioral Finance Explains The Stock Market Bubble
The factors that are inflating the stock market are in fact behavioral biases.
Read
Why 60/40 Doesn't Work. It's Not Just The "40"
Baby boomers need to be aware of their risk exposure and make sure their savings are protected.
Watch
COVID Costs More Than World War II, Impacting Securities Markets
We are spending more than any other country, including Japan, the acknowledged pioneer of liberal money printing. We’ve spent 25% of GDP so far.
Read

Comments

Latest Comments
Inflation – A Spike Is Coming. Should We Worry?
3 months ago

Money printing o far is at $13 trillion, which is more than the cost of our largest wars. Classic inflation is too much money chasing too few goods. Cngress is poking the inflation bear. How much paper will it take?

1 to 1 of 1 comments

STOCKS I FOLLOW

AGG iShares Trust - iShares Core U.S. Aggregate Bond ETF
AGGP IQ Enhanced Core Plus Bond US ETF
AGGY WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund
AGQ ProShares Ultra Silver
BHK BlackRock Core Bond Trust
BND Vanguard Total Bond Market ETF
BOND PIMCO Total Return Exchange-Traded Fund
BTZ BlackRock Credit Allocation IncomeTrust IV
BXUB Barclays Bank PLC
BXUC Barclays Bank PLC
CEF Central Fund of Canada Limited
CRF Cornerstone Total Return Fund
DBL Doubleline Opportunistic Credit Fund
DDM ProShares Ultra Dow30
DIA SPDR Dow Jones Industrial Average
DOG ProShares Short Dow30
DXD ProShares UltraShort Dow30
EEH ELEMENTS Linked to the SPECTRUM Large CAP U.S. Sector Momentum Index
EPS WisdomTree Earnings 500 Fund
EQL ALPS Equal Sector Weight ETF
FBND Fidelity Total Bond Fund
FEX First Trust Large Cap Core AlphaDEX Fund
FWDD Madrona Domestic
GBF iShares Barclays Government/Credit Bond Fund
GLD SPDR Gold Trust ETF
GTO Guggenheim Total Return Bond ETF
IAU iShares COMEX Gold Trust
ICB Morgan Stanley
IUSB iShares Core Total USD Bond Market
IVV iShares S&P 500 Index Fund
IWL iShares Trust
IWM iShares Russell 2000 Index Fund
IWN iShares Russell 2000 Value Index Fund
JHI John Hancock Investors Trust
JHML JHancock Multifactor Large Cap ETF
OTPIX Nasdaq-100 Profund Investor Class
PAI Western Asset Income Fund
PCM PCM Fund Inc.
PPLC PortfolioPlus S&P 500 ETF
PPSC Direxions PortfolioPlus S&P Small Cap ETF
PSQ ProShares Short QQQ
PTY PIMCO Corporation Opportunity Fund
QLD ProShares Ultra QQQ
RA RailAmerica Inc.
RCS PIMCO Strategic Global Government Fund Inc.
RSP Rydex S&P Equal Weight ETF
SCHX SCHWAB US LARGE CAP ETF
SYE SPDR MFS Systematic Core Equity ETF
TNA Direxion Small Cap Bull 3x Shares
TQQQ ProShares UltraPro QQQ
TWM ProShares UltraShort Russell2000
TZA Direxion Small Cap Bear 3x Shares
UBND WisdomTree Western Asset Uncnstnd Bd ETF
UDOW ProShares UltraPro Dow 30
UDPIX Ultra Dow 30 Profund Investor Class
UPRO ProShares UltraPro S&P 500 ETF
URTY ProShares UltraPro Russell2000
USA Liberty All-Star Equity Fund
USSD WisdomTree Strong Dollar US Equity ETF
UWM ProShares Ultra Russell 2000
VBF Invesco Van Kampen Bond Fund
VFINX Vanguard Index Trust 500 Index Fund
VOO VANGUARD FIVE HUNDRED INDEX
VTI VANGUARD TOT STK MKT ETF
VTWO Vanguard Russell 2000 ETF
VV Vanguard Large-Cap ETF
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PERSONAL BLOG

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Work Experience

Co-Host
Baby Boomer Investing Show Part-time
February 2020 - Present (1 year 7 months)

The Baby Boomer Investing Show is live streaming on YouTube and LinkedIn every other Tuesday. Google it please.

Chief Investment Officer
GlidePath Wealth Management
July 2019 - Present (2 years 2 months)

GlidePath Wealth Management guides investors through their lifetime of investment decisions using the better aspects of target date funds. We create personalized target date Portfolios that do not suffer from the one-size-fits-all problem of target date mutual funds. Ron Surz has a decade of TDF experience managing the SMART TDF Index that tracks his patented Safe Landing Glide Path

President
Age Sage Robo Advisor Part-time
August 2017 - Present (4 years 1 month)

Age Sage is the first and only Robo advisor that integrates age with risk. All other Robos provide risk-based models only. Risk has different meaning for different ages. We produce the Baby Boomer Investing Show live streaming every other Tuesday at 10:00 PST.

President
Target Date Solutions
October 2009 - Present (12 years 1 month)

Target Date Solutions developed and created the patented Safe Landing Glide Path (SLGP) for target date funds. The financially engineered SLGP lands investors safely in TIPs and Treasuries at the target date and incorporates the disciplines of liability-driven investing, efficient markets, and the capital market line. The SLGP has been successfully deployed by the SMART Funds on Hand Benefits & Trust since 2008.

Education

University of Chicago
MBA
1971 / 1974
Finance.
University of Illinois at Chicago
MS
1963 / 1969
Applied Mathematics. Graduated grada cum laude, with honors.

Publications