Opportunity Knocks on the 2016 Door
Ron Surz, the target date fund authority, is back with his annual market retrospective and forecast. He apologizes for missing the mark last year (he predicted a 19% drop...
2014: ‘A Year of Cautious Optimism’
"This is one of those time periods where the stuff in the middle has surprised by not performing in-between the stuff on the ends," writes West Coast market philosopher...
It Just Keeps Getting Better
"Don't worry. Be happy," suggests the president of PPCA, Inc., who attached this video when distributing copies of his "Review of the Capital Markets in the First Half of...
The Equities Outlook for 2014
Even though stock prices have surged, both dividends and earnings have kept pace. Prices therefore appear to be reasonable going into 2014, according Ron Surz, who analyzes the markets...
2012: Resumption of the Stock Market Recovery
Each January, this guest columnist provides a unique review of not just the previous year in the financial markets but of their last 87 years.
Have Investment Managers Earned Their Fees?
To help readers evaluate their own investment managers, our guest columnist offers a summary of the first quarter's equity returns by style, sector, and country.
2010: A Truth Odyssey
Each January, Ron Surz, president of PPCA Inc. and Target Date Solutions of San Clemente, California, unveils his proprietary interpretation of the prior year's market performance. We've publish a...
The Hidden Risk in Target Date Funds
Glide paths of TDFs differ markedly as the investor comes within ten years of retirement, and this divergence can lead to unpleasant surprises.
1Q 2010 Equity Performance: An Unconventional Evaluation
Surz, the president of San Clemente, CA-based Target Date Solutions, uses proprietary tools to dissect the first quarter's equity returns.
A Decade to Remember. Or Not.
The president of PPCA, Inc., and Target Date Solutions looks back at the worst calendar-decade for U.S. stocks since the beginning of the Great Depression, and offers his informed...
