Managing Retirement Wealth
An Expert Guide to Personal Portfolio Management in Good Times and BadeBook - 2011
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...
Publisher: New York : Sterling, c2011
Characteristics: 1 online resource (xiv, 306 p.) : ill