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 Whether you are a novice or an experienced investor, you'll find resources, insights, and strategies here to make effective decisions upon which a sound financial future can be based in good markets and bad. 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." 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 Whether you are a novice or an experienced investor, you'll find resources, insights, and strategies here to make effective decisions upon which a sound financial future can be based in good markets and bad. 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."

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.

 

 

 

An important new tool to protect and grow investable assets for retirement. Over 25 million households in the United States have $250,000 or more in investable assets. In today's volatile economic climate, they fear losing this wealth and having to modify their current lifestyle to replenish retirement savings--or even postpone retirement altogether. Julie Jason speaks to this audience, teaching them how to manage their money (and their adviser) and providing them with a professional portfolio adviser's process for structuring and managing customized portfolios. With new material on rebalancing, asset allocation, sector rotation, popular new services such as managed accounts, and more, this book is a must-have for those who need help managing portfolios in a down market. 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.. ebook