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Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad
     

Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

3.5 4
by Julie Jason, Peter J. Hathaway (Foreword by)
 

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Make Informed Financial Decisions for Retirement

Do you have a retirement “portfolio” organized to meet your special needs--or a random collection of investments, accounts, and advisers that you've acquired over time?  By learning the “Personal Portfolio Management” techniques and insights set out in Managing Retirement

Overview

Make Informed Financial Decisions for Retirement

Do you have a retirement “portfolio” organized to meet your special needs--or a random collection of investments, accounts, and advisers that you've acquired over time?  By learning the “Personal Portfolio Management” techniques and insights set out in Managing Retirement Wealth, you'll gain control over your results along with a better sense how to deal with the uncertainty that we all face as investors, especially as we transition into retirement. Seasoned portfolio  manager and author Julie Jason will help you:

  • Graduate from hit-or-miss buying and selling to a big-picture portfolio approach to managing your assets  based on who you are and what you need to accomplish.
  • Construct a personal portfolio that will serve you and your family for a lifetime. 
  • Establish an oversight system to make sure you stay on course.
  • Develop a sense of healthy skepticism to help you evaluate investment performance and advice.

 

 

Editorial Reviews

Publishers Weekly
Portfolio manager Jason (The AARP® Retirement Survival Guide) offers a well-written and well-organized program, complete with ample charts and graphics, for readers on the eve of retirement. From the numbers she uses, it's clear that her suggestions are most applicable to those already situated in the top 10% of the nation's earners and savers, such as Diane, who is outspending her ,000 per month alimony check by a month, but has a million divorce settlement to draw on, or Michael and Ann, who need to draw ,000 per annum from their .4 million nest egg. Readers wondering how to protect their income and investments in a time of economic uncertainty and market volatility will find plenty of excellent advice here, and for these who don't feel ready to follow her advice, Jason recommends a Personal Portfolio Manager. Unfortunately most Americans won't be in a position to follow even that strategy, given that U.S. median per capita income is still less than ,000 per month. (Dec.)
From the Publisher

“In an age with so many economic uncertainties, Julie Jason's Managing Retirement Wealth is as good a place as any to bone up on the bewildering but rewarding task of putting our futures in order.” --Jonathan Dahl, Editor in Chief of SmartMoney, the personal finance magazine from The Wall Street Journal

"Portfolio manager Jason....offers a well-written and well-organized program, complete with ample charts and graphics, for readers on the eve of retirement..... Readers wondering how to protect their income and investments in a time of economic uncertainty and market volatility will find plenty of excellent advice here."--Publishers Weekly 

 “Julie Jason's Managing Retirement Wealth gets what most investment books miss-investing is a means to an end. If you achieve your goals and provide greater security and opportunity for your loved ones, that's what really matters. This fine text will prepare you to make smarter decisions about the choices that matter most, the ones that lead to your retirement success.” --Don Phillips, Managing Director, Morningstar

Product Details

ISBN-13:
9781402782725
Publisher:
Sterling
Publication date:
11/01/2011
Pages:
320
Sales rank:
871,794
Product dimensions:
7.02(w) x 9.00(h) x 0.76(d)

Meet the Author

Award-winning financial author and columnist Julie Jason directs the personal portfolio management practice of Jackson, Grant Investment Advisers of Stamford, Connecticut.

Also available by Julie Jason:
 AARP® Retirement Survival Guide:  How to Make Smart Financial Decisions in Good Times and Bad, a Booklist Top Ten Business Book (2010) that also received The EIFLE Award (Excellence in Financial Literacy Education), The International Book Award for Personal Finance, The National Best Books Award for Personal Finance, and the Gold Prize for Retirement Planning  Axiom Business Book Award.

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Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad 3.5 out of 5 based on 0 ratings. 4 reviews.
Anonymous More than 1 year ago
Using straightforward examples and brief to-the-point chapters, the author provides an excellent overview of portfolio construction. Good reference for both experienced investors and anyone who wants to take control of their investments and design and manage a balanced portfolio. Clear explanations of std deviation, beta, and other basics will provide the building blocks of portfolio of stocks, bonds, ETFs, mututal funds, etc.
Anonymous More than 1 year ago
Anonymous More than 1 year ago
Anonymous More than 1 year ago