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Courses/Finance/Investing

The 70 Year History of Investment Consulting

The 70 Year History of Investment Consulting.

Created byRon Surz
4.5
(8 reviews)
BeginnerUpdated May 21, 2022
The 70 Year History of Investment Consulting

What You'll Learn

check_circleRecognize the pioneers and innovators in investment theory. Markowitz, Sharpe, Haugen, Sortino, Pfau and Kitces have enlightened the investment consulting profession
check_circleKnow the differences between risk-based and objective-based solutions using pre-packaged models
check_circleLearn about the latest breakthrough: target date glidepaths

About This Course

In the old days investment advisors sought to get their clients to take the most risk they could tolerate – “risk tolerance” meant maximum risk. This evolved into limiting risk to what is required to achieve objectives, but the evolution is incomplete. 60/40 stocks/bonds remains the pat solution, but it is not right for many investors, especially baby boomers.

Field of Study: Economics

Your Instructor

Ron Surz
Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.

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star316 reviews

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. 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, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .

Credit Information

What Students Are Saying

4.5
Student's Choice
8 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.