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: How To Tell Who’s Winning

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 Investment fund ratings rely heavily on investment performance. Such is the case with Morningstar’s ratings of target date funds....

What Investors Really Want from Their Financial Advisors

In his popular book What Investors Really Want, Professor Meir Statman draws analogies between investor behavior and nutrition. For example, we all know that we...

A New Leading Indicator of Stock Market Direction

A new leading indicator of stock market direction is pointing down right now I just discovered a new leading indicator of U.S. stock market direction,...

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...

Market Opportunity Knocking on the 2016 Door – The Future

In our first commentary we set the stage for capitalizing on market opportunities in 2016 by examining 2015 and the past 5 years. Now we...

Opportunity Knocks on the 2016 Door

Part 1: Lessons from 2015 & the past 5 years “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every...
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