Ron Surz

President of PPCA, Creator of Surz Style Pure · PPCA

Outspoken critic of Target Date funds, author of Fiduciary Handbook for understanding and selecting Target date funds, co-host of Baby Boomer Investing show.

2 appearances First Oct 2022 Latest Dec 2022

Episodes (2)

56:31

Managed Accounts vs. Target Date Funds: The Live Debate

Todd Lacy, Ron Surz

Dec 8, 2022

At time: Target Date Fund Advocate

56:53

Target Date Fund Flaws: Ron Surz on Sequence Risk

Josh Itzoe, Ron Surz

Oct 7, 2022

At time: President of PPCA, Creator of Surz Style Pure · PPCA