Wednesday - June 24th, 2026
Apple News
×

What can we help you find?

Open Menu

Experts

Ronald Surz Professional Investment Manager

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of  Target Date Solutions and Age Sage. Target Date Solutions serves institutional investors, namely 401(k) plans while Age Sage serves do-it-yourself individual investors.

His passion is helping his fellow Baby Boomers at this critical time in their lives when they are relying on their lifetime savings to support a Retirement with dignity. This is why, in 2021 he also wrote and published a book: Baby Boomer Investing in the Perilous 2020s: How to Live a Dignified Retirement.

Ron recognizes that most of this country’s 78 million Baby Boomers will spend much of this decade in the Risk Zone spanning the 10 years before and after Retirement. Losses in the Risk Zone can make remaining lifetimes far less comfortable, and could make Boomers a burden on society because $50 trillion is at stake.

In the book he also explains why in this decade following the Roaring 2010s, the odds of avoiding a market crash are incredibly low. In fact, he says, inflation and other threats are likely to burst bubbles in stock and bond markets, creating significant investment losses. His advice for Baby Boomer: Protect your savings at this critical time.

An industry veteran, Ron started his consulting career with A.G. Becker in the 1970s and formed his own consulting firms in the 1990s. With Masters degrees in Applied Mathematics and Finance, Ron publishes regularly and has developed leading edge technologies like the patented Safe Landing Glide Path® tracked by the SMART Funds® Target Date Index.

Books Authored By Ronald Surz