Author: Ron Surz
12 Ways to Protect Your Investments Portfolio from Losses
We are currently seven years into a 200% stock market recovery that began in 2009, one of the longest recoveries on record, so it’s natural...
The New Definition Of An Investment Manager’s Success
In the “good old days,” investment managers had two shots at winning. They could beat their index or they could beat the median manager in...
Hedge Fund Peer Groups Are Hazardous To Your Wealth
Hedge fund peer groups are nonsensical because hedge funds are unique. The definition of “unique” is without peers. You can group unique, but you should...
Morningstar Ratings of Target Date Funds are Obsolete
Free Target Date Fund Prudence Ratings
The S&P500 is Not Smart. Smart Beta and Smart Alpha Are.
Core-satellite investing has been embraced as a way to diversify and to lower costs, but the S&P500 as core does neither. The S&P500 undermines active...
Markets Opportunity is Knocking – Our 90 Year History
This is the third, and last, segment of my 3-part commentary. Part 1 discussed 2015 and the past 5 years. Part 2 looked into the...
Custom Target Date Funds are Flaming Hot– Don’t get Burned
[blockquote type=”center”]Never test the depth of the river with both feet. –Warren Buffett (paraphrasing an African proverb)[/blockquote]
Managing to Objectives Using Post Modern Portfolio Theory
by Dr. Frank Sortino and Ron Surz