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

by Jason, Julie; Hathaway , Peter J.

• ISBN13: 9781402782725
• ISBN10: 1402782721
• Format: Paperback
• Copyright: 2011-11-01
• Publisher: Sterling

Summary

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 . JULIE JASONdirects the investment management practice of Jackson, Grant Investment Advisers inSTAMFORD, CT. She is the author ofYou and Your 401(k),The AARP Retirement Survival Guide, and JulieJason's Guide to Managing Your Wealth. SALES POINTS: Author will actively promote the book during her many speaking engagements and newspaper columns From the author of the strong-sellingAARP Retirement Survival Guide

Author Biography

Julie Jason directs the investment management practice of Jackson, Grant Investment Advisers in Stamford, Connecticut. She started her Wall Street career as a lawyer after earning an advanced law degree from Columbia University. Also the author of You and Your 401(k), The AARP Retirement Survival Guide, and Julie Jason's Guide to Managing Your Wealth, Jason writes an investor-education column in which she troubleshoots readers' financial problems. Her column has been praised by the IRS as “accurate, timely, informative and helpful,” and it appears every Sunday in the Business Sections of the Stamford Advocate, Greenwich Time, Danbury News Times, Connecticut Post, and the Norwalk Advocate.