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Ron Surz

Contact Ronald 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

ERISA Attorneys Confirm That Fiduciaries Must Vet Target Date Fund Selections

In a detailed new analysis, two ERISA attorneys make the case that fiduciaries are “responsible for the prudent selection and monitoring of” target date funds (TDFs) within defined contribution plans.

Looking For Love In All The Right Places: Using Heat Maps To Generate Alpha Signals

Good Start To 2013 As Domestic Stocks Earn 11% In First Quarter Performance

Labor Department Issues A Must-Read Guide On Target Date Funds For ERISA Plan Fiduciaries

The Poor Performance of Fidelity’s Target Date Funds Demonstrates Need to Vet This Important Choice

Equity Markets’ Good Performance in 2012 Sets the Stage for 2013

For Better Performance, Move On From So-Called Best Practices To Even Better Practices

90% Of Active Managers Are Losers, A Study By S&P Dow Jones Indices Would Have You Believe

The Pension Research Council Says Saving Enough Is The Key To A Comfortable Retirement. Who Knew?

Exodus From Equity Mutual Funds Is Being Masked By Stock Buybacks: Year-To-Date Performance Review

Rob Arnott Is Wrong; Target Date Funds Should Not Have Glide Paths Ending With 100% In Equities

Investors Have Conviction, But Disagree: Some Like Value And Some Like Growth, But Few Like Core

Can Inflation Soar To 200% Per Day? Here’s The First Comprehensive Study Of Hyperinflation

Septembers To Remember: September Is The Only Month With A Negative Average Stock Market Return

Target-Date Fund Investors Get More Low-Cost Options, But TDFs Need To Improve In Other Areas Too

Free Holdings-Based Style Analysis Graphs Your Holdings And Your Total Portfolio

The “To-Through” Target Date Fund Distinction Uses A Wacky Definition Of “To.” What Is “Is”?

Are You Confused By "Tactical" Versus "Strategic" Asset Allocation? I Am

S&P, Dow Marry Their Index Operations And The Firstborn Are Two Series Of Target Date Fund Indexes

Global Market Performance Review For First Half Of 2012 Includes Great Graphs And A Bold Prediction

Peer Group Prediction For End Of June: Growth Managers Lose, Value Managers Win – Or Did They?

Stop Using The Commoditized Advice Services Your Competitors Use; Emerge From The Sea Of Sameness

Asset Allocation Ranks Last As Study Shows Saving Enough Money Is Top Priority For Retirement

Simple Performance Lessons You Have Not Learned - Challenge The Status Quo

An In-Depth Look At The Performance Of American Depository Receipts Since 2007

Center For Due Diligence Launches An Educational Initiative For Target Date Funds

Clients Want Performance But Advisors Want To Give Them Something Else

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

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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