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

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Sterling Publishing Company, Incorporated, Jun 7, 2011 - Business & Economics - 305 pages
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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.
 

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About the author (2011)

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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