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Item Information       Summary     More Content     More by this author     Jason, Julie.     Subjects     Retirement income -- Planning.     Finance, Personal.     Portfolio management.     Browse Catalog     by author:      Jason, Julie.       by title:      Managing retirement ...         MARC Display

Managing retirement wealth [electronic resource] : an expert guide to personal portfolio management in good times and bad / Julie Jason ; forewords by Peter J. Hathaway, Jonathan Dahl, and Charles Rotblut. by Jason, Julie. New York : Sterling, c2011. Subjects Retirement income -- Planning.   Finance, Personal.   Portfolio management. Electronic Resource http://hawaii.lib.overdrive.com/ContentDetails.htm?ID=FC134ACC-3D0B-43E9-9C07-84C21816ECF1 This title is available online; click here to access ISBN:  9781402789274 (electronic bk.) 1402789270 (electronic bk.) Description:  1 online resource (xiv, 306 p.) : ill. Contents:  Building the foundation for managing your personal portfolio -- Demystifying risk and uncertainty -- Creating your portfolio objectives and strategy -- Structuring your portfolio for income and your retirement -- Investing for three different goals -- Utilizing independent research : choosing stocks -- The importance of monitoring your portfolio -- Who should manage your portfolio? -- Appendix A. What financial statements reveal about a firm -- Appendix B. Putting the numbers to work : the magic of ratios -- Appendix C. Mapping earnings : finding the bottom line of profits -- Appendix D. Show me the money : tracing a firm's cash flow. Requests:  0 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...   Copy/Holding information No Item Information

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