Managing retirement wealth : an expert guide to personal portfolio management in good times and bad / Julie Jason ; forewords by Peter J. Hathaway, Jonathan Dahl, and Charles Rotblut.
Author: Jason, Julie.
Publisher: New York : Sterling, c2011.
ISBN: 9781402782725 (pbk.)
Description: xiv, 306 p. : ill. ; 23 cm.
Subject: Retirement income Planning.
Summary: 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...