Author: Ron Surz

Will We See a “September Effect” in 2020?

Sep 10, 2020
As is discussed almost every year, September has historically been the most disappointing month for the US stock market So […]

Pandemic Heightens Concerns About Target Date Fund Risk: Most Are More than 85% in Risky Assets at Their Target Date

Sep 7, 2020
Target date funds (TDFs)  have grown tenfold since 2008, when they lost 30%, from $200 billion to $2.5 trillion. Recent […]

Baby Boomers Should not “Stay the Course” Because Most Are on the Wrong Course

Aug 17, 2020
The standard advice in market corrections like the one in the first quarter of 2020 is to “Stay the Course” […]

70 Years of Investment Management Innovations

Aug 3, 2020
Investment management has a long history that has been marked by innovations occurring about every ten years as shown in […]

Can Investor Sentiment and the Fed Propel the Stock Market?

Aug 3, 2020
The last two months serve as a classic example of how compounding works. The stock market was down 30% in […]

What Lies Ahead: Deflation or Inflation?

Jul 20, 2020
Despite the $trillions in stimulus money being poured into the US economy, there has been no inflation. In fact many […]

The Road to Recovery from COVID-19

Jul 6, 2020
According to a recent article, recovery from the virus will take 2 years, and then the economy can begin to […]

Baby Boomer Fast Facts

Jun 25, 2020
Our 78 million baby boomers are in the crosshairs of serious economic risks that are likely to happen in this […]

We Have Had Serious Inflation and It Will Get Much Worse

Jun 22, 2020
Money printing has not moved the CPI inflation needle so far, but that will change with Covid-19 relief. Inflation follows […]

How Will 78 Million Baby Boomers Pay for Their Retirement Years?

Jun 8, 2020
Most of our 78 million baby boomers have not saved enough to last the rest of their lives. Many will […]