The 70 Year History of Investment Consulting.
In the old days investment advisors sought to get their clients to take the most risk they could tolerate – “risk tolerance” meant maximum risk. This evolved into limiting risk to what is required to achieve objectives, but the evolution is incomplete. 60/40 stocks/bonds remains the pat solution, but it is not right for many investors, especially baby boomers.
Field of Study: Economics
Serial entrepeneur specializing in target date funds and baby boomer investment education.
Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of Target Date Solutions and Age Sage, Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors. 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 .
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