GlidePath Wealth Management Offers Safe Landing For New R...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 8 minutes long.

When was this SA For FAs episode published?

This episode was published on July 23, 2019.

What is this episode about?

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...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.