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

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by Julie Jason
     
 

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Over 25 million households in the US have $250,000 or more of investable assets-and their biggest fear is losing wealth and having to modify their current lifestyles, replenish retirement savings, and postpone retirement. Respected financial advisor Julie Jason offers insights for solid portfolio management, including new, in-the-news material on

Overview



Over 25 million households in the US have $250,000 or more of investable assets-and their biggest fear is losing wealth and having to modify their current lifestyles, replenish retirement savings, and postpone retirement. Respected financial advisor Julie Jason offers insights for solid portfolio management, including new, in-the-news material on rebalancing, asset allocation, sector rotation, hedging your own portfolio, and more..

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.)

Product Details

ISBN-13:
9781402789274
Publisher:
Sterling
Publication date:
11/01/2011
Sold by:
Barnes & Noble
Format:
NOOK Book
Pages:
320
Sales rank:
655,414
File size:
7 MB

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.
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