Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad
"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 in assets for GE Asset Management's US Equity Large Cap Value Strategy"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"If you have not placed an emphasis on how you manage your portfolio, now is the time to do it. Julie will show you how."--Charles Rotblut, CFA, Vice President, American Association of Individual Investors, Author, Better Good than Lucky"A sturdy, basic, thoughtful, and extremely useful primer to get the investor off the starting line and well down the track to a successful financial future."  --Ben Stein"Julie Jason gets it!  Anyone who is interested in understanding personal portfolio management should read her book."  --Richard Berkowitz, Esq., Berkowitz, Trager & Trager“In an age with so many economic uncertainties, Julie Jason'sManaging Retirement Wealthis 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 ofSmartMoney, the personal finance magazine fromThe Wall Street Journal"Portfolio manager Jason....offers a well-written and well-organized program, complete with ample charts and graphics, for readers on the eve of retirement..... Readers wondering how to protect their income and investments in a time of economic uncertainty and market volatility will find plenty of excellent advice here."--Publishers Weekly  “Julie Jason'sManaging Retirement Wealthgets 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