Source: The Capital Spectator
Source: Goldprice.org
Ron Surz is president of Target Date Solutions, developer of the patented Safe Landing Glide Path, Soteria personalized target date accounts, and Age Sage do-it-yourself investing. He is co-host of the Baby Boomer Investing Show.
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: Boomer Investing in the Perilous 2020s and he provides a financial education curriculum.
He can be reached at Ron@TargetDateSolutions.com or (949) 488-8339.
Chart Talk: How stocks, bonds, commodities and a number of other asset classes have fared through May this year.
While unemployment remains stubbornly high, U.S. stock posted their best quarter since 1998. The future of the economic recovery hinges on containment of the virus, and uncertainty is still rampant.
Customize this letter template and get in front of clients with an update on the economy, ideas about how the recovery may end up looking, and some valuable financial lessons to take away from the crisis.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025