Browsing Tag
Ron Surz
82 posts
In Case You Didn’t Notice, Target-Date Funds Are Losing Money
Beware the risk in bonds
Are These 401(k) Fiduciaries Hypocrites or Confused?
TDF participants near retirement will be seriously harmed in the next market correction, and most won’t recover
Why the Fed is Caught in an Inflation Trap
It’s widely recognized that quantitative easing is a dangerous experiment of magnitude that has never been conducted before.
The $3 Trillion Gamble Fiduciaries Are About to Regret
'It's a risk with the potentially dire consequence of depleting lifetime savings that cannot be replenished with paychecks'
What The Federal Reserve’s Misguided Policies Really Mean
The Federal Reserve pretends it can avert the inevitable consequences, but it can’t
A Market Crash is Long Overdue and Could be a Decades-Long Doozy
The next crash will not be short-lived nor inconsequential
A More Meaningful Target-Date Fund Choice Than ‘To’ or ‘Through’
Safe or aggressive are more meaningful choices than 'To' or 'Through' when selecting a TDF
Don’t Fail to Protect Financially Naïve 401(k) Beneficiaries
Like the excessive fee debacle, it will probably take lawsuits to remedy this breach of responsibility
The Ideal Glidepath for Target Date Funds
The $3 trillion target-date fund (TDF) industry has no official standard, but the de facto standard is the…
The Best Qualified Default Investment Alternative for Pooled Employer Plans
This 401(k) Specialist article introduces Pooled Employer Plans (PEPs) as follows: Pooled Employers Plans were born out of…