GlidePath Wealth Management Offers Safe Landing For New Retirees

from SA For FAs · host Seeking Alpha

Ronald Surz has just started GlidePath Wealth Management with the belief that investors need advisors and advisors need better models. In this podcast interview (9:28), Surz suggests that Modern Portfolio Theory, now 65 years old, may itself be in need of retirement. His goal is to create the most prudent target-date fund in the country, one that is capable of helping investors navigate the risk zone around retirement and re-inject growth into the portfolio during their later years.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Jul 23, 2019

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GlidePath Wealth Management Offers Safe Landing For New Retirees

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