SA For FAs
GlidePath Wealth Management Offers Safe Landing For New Retirees
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:08:55
- More information
Informações:
Synopsis
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