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.
|Product dimensions:||7.02(w) x 9.00(h) x 0.76(d)|
About 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.
Most Helpful Customer Reviews
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.