Target Date Solutions

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Age Sage Articles

And Now You Know ... The Rest of the Story, Ron Surz, Investments and Wealth Monitor, May/June 2022 reprint.
Chapter 18: Happiness, Ron Surz, June 4, 2022.
Kathy´s Story, Ron Surz, May 23, 2022.
Chapter 15: Reverse Morggages, Ron Surz, May 13, 2022.
Chapter 14: Social Security and Medicare/Medicaid, Ron Surz, May 13, 2022.
Chapter 12: Annuities and Other Risk Mitigators, Ron Surz, May 13, 2022.
Baby Boomers Urgently Need the Crucial Financial Education in This Book with 18 Invaluable Lessons, and It's (Almost) Free, Ron Surz, November 6, 2021.
The Baby Boomer Financial Survival Guide: Beware of Wall Street, Ron Surz, August 4, 2021.
Chuck Jaffe of Money Life interviews Ron Surz on August 3, 2021 about his book, Baby Boomer Investing in the Perilous Decade of the 2020s: How to Live a Dignified Retirement. Listen to the interview now.
Behavioral Finance Explains Stock Market Bubble: We are "Human," not "Rational.". Ron Surz, Target Date Solutions, May 29, 2021. Who isn't baffled by the continuing run-up in stock prices? Behavorial scientists. They explain that we all have a host of biases that make us irrational. Here are some the reasons that we have stock market bubbles.
Baby Boomer Investing in the Perilous Decade of the 2020s. Ron Surz, Target Date Solutions, May 5, 2021. Read why everyone is talking about this book.
These 78 Million People With $60 Trillion Need Serious Help Right Now: Read the Free Book. Ron Surz, Target Date Solutions, April 29, 2021.
COVID Costs More than World War, Impacting Securities Market. Ron Surz, Target Date Solutions, March 18, 2021.
Bursting Bubbles Blast Baby Boomers. Ron Surz, Target Date Solutions, February 12, 2021.
Forecasts of 2021 Stock Market Performance Are Overly Optimistic. Ron Surz, Target Date Solutions, January 19, 2021.
What Does it Cost to Rescue a $22 Trillion Economy? The Good, the Bad and the Ugly of Federal Reserve Rescues. Ron Surz, Target Date Solutions, January 15, 2021.
We're Being Gaslighted, Ron Surz, Target Date Solutions, December 22, 2020.
The Biden-Harris Administration: What We Think We Know; What We Need to Know, Ron Surz, Target Date Solutions, November 15, 2020.
The Stock Market Will Connect with the Economy. Then What? Ron Surz, Target Date Solutions, August 14, 2020.
The 70-Year History of Investment Consulting: 1950-2020, Ron Surz, Target Date Solutions, July 12, 2020.
"Staying the Course" Can Lead to Disaster, Ron Surz, Target Date Solutions, July 12, 2020.
Retirement Spending Budgets for 78 Million Baby Boomers: How Will Poor Baby Boomers Survive the Retirement Crisis? Ron Surz, Target Date Solutions, May 25, 2020.
We Have Had Serious Inflation and It Will Get Much Worse, Ron Surz, Target Date Solutions, May 25, 2020.
The Good, Bad and Ugly of COVID-19, Ron Surz, Target Date Solutions, April 10, 2020.
Damage Control: What We’ve Learned from COVID-19 Investment Losses (so far) Ron Surz, Target Date Solutions, April 6, 2020.
Can You Afford to Live to 100? Ron Surz, Target Date Solutions, March 18, 2020.
Coronavirus Targets Baby Boomer Health and Wealth, Ron Surz, Target Date Solutions, March 14, 2020.
The Baby Boomer Investing Show, Ron Surz, Target Date Solutions, March 5, 2020.
Smarter and Cheaper Than Target Date Funds and 60/40 Stocks/Bonds, Ron Surz, Target Date Solutions, February 19, 2020.
10 Reasons Baby Boomers Should Act Now to Protect Their Investments, Ron Surz, Target Date Solutions, February 11, 2020.
Four Pillars of Smart Investing: Game-Changing Tools That Prevent Stupid Mistakes, Ron Surz, Target Date Solutions, January 29, 2020.
Why the 60/40 Stock/Bond Rule is Stupid, Ron Surz, Target Date Solutions, January 20, 2020.
InfoGraph: Smart Investing in the Next Decade, Ron Surz, Target Date Solutions, December 29, 2019.
Podcast: GlidePath Wealth Management Offers Safe Landing For New Retirees, Ron Surz, Target Date Solutions, December 24, 2019.
Smarter than Picking Stocks and Timing Markets. Keep your Eyes on the Prize, Ron Surz, Target Date Solutions, December 4, 2019.
A Shout Out to Investors About Model Portfolios, Ron Surz, Target Date Solutions, November 25, 2019.
Lifetime Portfolios - Superior Targeted Investing, Ron Surz, Target Date Solutions, November 24, 2019.
A Brief Introduction to Model Portfolios, Ron Surz, Target Date Solutions, October 25, 2019.
Lifetime Investment Master Plan (LIMP), Ron Surz, Target Date Solutions, September 24, 2018.
Smarter Than Target Date Fund, Ron Surz, Target Date Solutions, August 31, 2018.
The Delicate Balance Between Growing Wealth and Not Losing It, Ron Surz, Target Date Solutions, February 18, 2018.
$30 Trillion in Boomer Savings Needs Protection: The Next Market Meltdown Will Bring Lawsuits, Ron Surz, Target Date Solutions, January 2, 2018.
This Class Action Lawsuit Helping 75 Million People is a Great Opportunity, Ron Surz, Target Date Solutions, December 14, 2017.
How Will 75 Million Boomers Avoid the Next Meltdown and Retire with Financial Security? Ron Surz, Target Date Solutions, November 24, 2017.
RIA and IRA Advancements, Ron Surz, Target Date Solutions, October 31, 2017.
Bucket Baloney, Ron Surz, Target Date Solutions, November 14, 2017.
Which Office Do I Go To to Get My Retirement Back? Gil Weinreich, Senior Editor, Seeking Alpha, October 27, 2017.
When is the Best Time to Suffer a Negative Investment Loss? Ron Surz, Target Date Solutions, October 26, 2017.
Why Buy an Off-the-Shelf Portfolio of ETFs? Ron Surz, Target Date Solutions, October 24, 2017.
Broken Models: Model Portfolios Need Repair, Ron Surz, Target Date Solutions, August 18, 2017.

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Read about the
Four Pillars of Smart Investing: Game-Changing Tools That Prevent Stupid Mistakes

Get your copy of the
Fiduciary Handbook for Understanding and Selecting Target Date Funds
by clicking the book cover below.

Graphic includes descriptions of the components of the patented SLGP

Elephant in Room 401(k)

Patent Awarded 01/08/2013