Ron Surz

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  Dog Bites Man! TDFs Fail Expectations

  By John Sullivan, AdvisorOne  |  January 12, 2012

  Target date funds, already the subject of controversy for failing to deliver promised returns, took another turn for the worse in 2011.

• Retirement Planning: Lifetime Income, Target Date Funds To Center Stage

  By Melanie Waddell, AdvisorOne  |  June 1, 2010

  Lifetime income and target date funds are taking center stage this spring, while a proposed Department of Labor regulation freshening up the term 'fiduciary' is...

• The Loneliness of the Long-Term Equity Investor

  By Robert Huebscher  |  September 3, 2009

  One of the most ingrained investing precepts is that the longer one's time horizon, the more appropriate equities are as an asset class. But how quickly do the risks in equity investing diminish over time?

• Retirement Planning: What's Next For Target Date Funds?

  By Melanie Waddell, AdvisorOne  |  August 1, 2009

  What should become of target date funds? These are the so-called set-it-and-forget-it funds that are gaining in popularity, particularly since the Pension and Protection Act...

• The Promise of March?

  By Melanie Waddell, AdvisorOne  |  April 15, 2009

  Stock market, fund performance show promise

• Target Date Funds Need Work

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  January 22, 2009

  The collapse of the financial markets has sounded a strong wake-up call for target date funds.

• Target Date: Now

  By Melanie Waddell, AdvisorOne  |  December 1, 2007

  A few years ago, you'd be hard-pressed to hear the term "lifecycle" or "target date" funds being bandied about the financial services arena. Today, however,...

• A Style All His Own

  By James Picerno  |  September 1, 2006

  There can never be too many choices when it comes to investment indices, judging by the insatiable appetite for new financial metrics and related products....

• A Home of Their Own

  By James Picerno  |  June 1, 2006

  In February, Morningstar officially recognized long/short mutual funds by rolling out a fund category for the niche. It's the Morningstar equivalent of saying, "Welcome to...