Managing Retirement Wealth
An Expert Guide to Personal Portfolio Management in Good Times and Bad
Winner of the prestigious EIFLE award for excellence in financial literacy education, Managing Retirement Wealth will help you deal with the uncertainty investors face, especially when transitioning into retirement.
With a blend of optimism (everyone can do something to improve his or her situation) and a dose of healthy skepticism (don't invest unless you understand what can go wrong), seasoned personal portfolio manager Julie Jason will help you:
- Understand how to deal with the uncertainty of the markets so that you can anticipate, not react to market-moving events
- Graduate from random buying and selling to taking a big-picture portfolio approach to managing your assets
- Construct a goal-directed personal portfolio customized to serve you and your family for a lifetime
- Establish a workable oversight system to enable you to correct missteps so that you stay on course to meeting your goals
- Develop a sense of healthy skepticism to help you evaluate investment opportunities and advice
Managing Retirement Wealth was honored with three awards:
- The 2012 EIFLE Award for Investing and Retirement Planning recognizing "excellence in financial literacy education."
- The 2012 Axiom Business Book Silver Award in Personal Finance/Retirement Planning/Investing honoring the year's "best business books."
- The 2012 International Book Award in Personal Finance "honoring knowledge, creativity, wisdom & global cooperation through the written word."
Read what the experts say about this book
"I have found Julie Jason's Managing Retirement Wealth to be an excellent overview, a helpful and detailed guide in the investment process of my personal portfolio management." - Peter Hathaway, retired, former portfolio manager in charge of over $10 billion of assets for GE Asset Management's U.S. Equity Large Cap Value Strategy
"In your hand is a book that is chock full of information on everything from muni bonds to risk management. It is a great way for anyone trying to pick up the basics--or go beyond them--as they build a strategy for a new economic climate. And 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 Smart Money, the personal finance magazine from the Wall Street Journal
"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
"Julie Jason's Managing Retirement Wealth is written with the reader in mind. The book provides clear explanations of complex financial market topics and guides the reader on how to design, manage, and evaluate a portfolio to meet retirement needs." - Tom Robinson, PhD, CFA,CAIA,CFP; managing director, Education Division, CFA Institute
"Julie Jason gets it! Anyone who is interested in understanding personal portfolio management should read her book. She explains complex ideas simply and points out simple concepts that are easy to overlook. I thoroughly enjoyed, and learned a great deal from her book, Managing Retirement Wealth." -Richard Berkowitz. Esq., senior partner, Berkowitz, Trager & Trager, LLC of Westport, CT