Ron Surz

Ron Surz is the president of PPCA Inc and its wholly owned subsidiary Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Ron earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois, and holds a CIMA (Certified Investment Management Analyst) designation. He has published regularly in such publications as The Journal of Wealth Management, The Journal of Investing, Journal of Portfolio Management, Pensions & Investments, Senior Consultant, HorsesMouth and the IMCA Monitor, as well as contributed to and edited several books. Ron’s most recent co-authored book is the “Fiduciary Handbook for Understanding and Selecting Target Date Funds.”

Don’t Be the Next Victim of Financial Fraud

You’d think that the notoriety of the Madoff Ponzi scheme would have sensitized investors to fraudsters, but investors get scammed all the time, and frequently...

Tools to Construct Global Equity Portfolios

It is a global market with many investors seeking global diversification. In the following I offer guidance on global equity market asset allocation. Asset allocation...

A Revelation for Core-Satellite Investing: The S&P Emperor

Core-satellite investing has been embraced as a way to diversify and lower costs, but the S&P500 as core does neither. Core-satellite investing continues to be...

How Much Money is Enough for a Comfortable Retirement?

Watch Ron DeLegge and myself cover the following topics in this 7 minute video titled How Much Money is Enough for a Comfortable Retirement? 44% of...

A Decision Framework for Holding Long Term U.S. Government Bonds

Investors should only take risk if there’s a reasonable possibility of reward. In this article I examine the risk-reward trade-offs of 10 year U.S. government bonds....

Miracle Saves Active Investment Management

“Move to passive likely to build more steam” is a front page story in the September 15 issue of Pensions & Investments, the newspaper for...

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