Loading...
The 70 Year History of Investment Consulting
The 70 Year History of Investment Consulting.schedule1h
4.5(8)
Ron Surz
•
Serial entrepeneur specializing in target date funds and baby boomer investment education.
21 Courses
• 316 Reviews
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 se...
About this course
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
This course includes:
schedule1 hour on-demand video
signal_cellular_altBeginner level
task_altPreparation required
calendar_todayPublished At May 21, 2022
workspace_premiumCertificate of completion
errorRead The 70 Year History of Investment Consulting: 1950-2020 https://targetdatesolutions.com/articles/70-Year-History-20200712.pdf