Saturday, April 24, 2021 9:11 PM EDT
The factors that are inflating the stock market are in fact behavioral biases.
CEO and Co-host of the Baby Boomer Investing Show
Contributor's Links:
Baby Boomer Investing Show Target Date Solutions Glidepath Wealth Management
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
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 serves individual investors who want an advisor. 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. An industry veteran, Ron started his consulting career with A.G. Becker in the 1970s and formed his own consulting firms in the 1990s. With Masters degrees in Applied Mathematics and Finance, Ron publishes regularly and has developed leading edge technologies like the patented Safe Landing Glide Path® tracked by the SMART Funds® Target Date Index.
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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 |
TWEETS
PERSONAL BLOG
Latest Posts
Work Experience
| Co-Host | |
| Baby Boomer Investing Show Part-time | |
| February 2020 - Present (1 year 5 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) | |
|
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 (3 years 11 months) | |
|
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 (11 years 11 months) | |
|
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. |
Latest Comments
Inflation – A Spike Is Coming. Should We Worry?
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?