Ron Surz

ContactRonald J. Surz is the President of PPCA, Inc (www.PPCA-Inc.com), an RIA in San Clemente, CA, providing manager due diligence technologies, and enhanced UMA platforms.
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PPCA, Inc

Ron Surz

 
Benchmarking Target Date Funds Should Be An Easy Decision: Procedural Prudence

Fiduciaries have a duty to monitor and evaluate their target date funds’ (TDF) performance, but what's the right benchmark?


Reality Check: Let's Talk About Questionable Beliefs, Along With Q1 World Markets

Is "Active Share" The Way To Find Skill?

SMART Funds Have Outperformed Over The Past Five Years And Should Continue To Do So

Peer Groups Can Cause You Major Headaches, So Here Is A More Sensible Alternative

Why Target-Date Funds Fail

There’s Magic In A Special Kind Of Core Investing

Best And Worst Performing Target Date Funds In 2011

The Year In Review: Domestic And Foreign Stocks In 2011, And For The Last 86 Years

Best Practices Index Offers Better Choice For Benchmarking Target Date Funds

Getting to the Core of Stock Market Behavior: An Undiscovered Treasure in Defensive Diversification

Abandon Hope In Retirement Objectives Of Target Date Funds

Stocks In Review: Market See-Saw Brings Us Back To April 2010 As 3rd-Quarter Losses Erase Gains

Fiduciary Alert: Target Date Funds Are Still Playing With Fire Despite 2008

As Target Date Funds Lose Their Allure, What Should Fiduciaries Do?

Update on Style Classifications of Financial Stocks

The Downgrade To U.S. Government Debt May Increase Borrowing Costs And End Risk-Free Status

Look Out Below! Famed Analyst Predicts Looming Disaster Based on Soaring Money Supply

Stocks At Midyear: Mixed Results Around The Globe Present A Cloudy Picture Going Forward

Lowering Equity Allocations Within Target Date Funds Would Protect Retirees’ Assets More Effectively

Warning: Inflation Is On The Rise, In Case You Haven’t Noticed

Target Date Funds Are Not A Set-It-And-Forget-It Proposition

Whose Style Is It Anyway? A More Effective Way To Classify Stocks

Advisors Should Be More Rigorous In Selecting Target Date Funds For Clients

Conducting Real Due Diligence In Choosing Investment Managers: Part 5

Conducting Real Due Diligence In Choosing Investment Managers: Part 4

Conducting Real Due Diligence In Choosing Investment Managers: Part 3

Conducting Real Due Diligence In Choosing Investment Managers: Part 2

How (And Why) To Conduct Real Due Diligence In Choosing Investment Managers

First Quarter Review: Stocks Surge Ahead To Mark Full Recovery From 2008 Plunge

Styling Financial Stocks Amid Economic Crisis: Value Or Growth?

The Little Index That Could - A New Index Could Replace The Mighty S&P500

Bernie Madoff Did Us A Favor

Powerful Graphics to Wow Clients at This Year’s Investment Performance Reviews

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