"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's Managing Retirement Wealth is 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 of SmartMoney, the personal finance magazine from The 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's Managing Retirement Wealth gets 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
From the Author
I've seen casual stock picking work for 30 and 40 year-olds. Retirees need to do more, especially if they depend on their investments for retirement income. The process I set out helps people see retirement investing as a series of decisions focused on meeting personal objectives, a process I call "personal portfolio management."
Personal portfolio management involves measuring cash flow needs, taking into account inflation, taxes, and risk, and monitoring results. There is a lot more to it than the type of investing most people are used to.
To help you understand the process, I provide illustrations that break down each of these elements -- but you'll have to put them back together again when you do your own plan.
That's why you don't want to skim this book. You'll want to read it through from the beginning to see how one idea builds on another.
Stock researchers will want to read the in depth original study of the stocks that outperformed and underperformed the market during the "lost decade."
When you buy Managing Retirement Wealth, you'll be eligible for some complimentary offers from independent resources that I thought you might like to try out to help you with your research. They more than pay for the cost of the book. Do take advantage of them:
- The American Association of Individual Investors
- Value Line
- Investor's Business Daily
- Worden Brothers
Please visit managingretirementwealth.com for details. Email me with comments or questions (firstname.lastname@example.org).