Coverart for item
The Resource 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

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

Label
Managing retirement wealth : an expert guide to personal portfolio management in good times and bad
Title
Managing retirement wealth
Title remainder
an expert guide to personal portfolio management in good times and bad
Statement of responsibility
Julie Jason ; forewords by Peter J. Hathaway, Jonathan Dahl, and Charles Rotblut
Creator
Contributor
Subject
Language
eng
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..
Cataloging source
DLC
http://library.link/vocab/creatorName
Jason, Julie
Dewey number
332.024/014
Illustrations
illustrations
Index
index present
LC call number
HG179
LC item number
.J3274 2011
Literary form
non fiction
Nature of contents
bibliography
http://library.link/vocab/relatedWorkOrContributorName
  • Hathaway, Peter J
  • Dahl, Jonathan
  • Rotblut, Charles
http://library.link/vocab/subjectName
  • Retirement income
  • Finance, Personal
  • Portfolio management
Label
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
Instantiates
Publication
Bibliography note
Includes bibliographical references (p. 287-288) and index
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
Dimensions
23 cm.
Extent
xiv, 306 p.
Isbn
9781402782725
Isbn Type
(pbk.)
Lccn
2011010300
Other physical details
ill.
System control number
  • (OCoLC)ocn664667588
  • (OCoLC)664667588
  • 1714191
  • 1750229
Label
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
Publication
Bibliography note
Includes bibliographical references (p. 287-288) and index
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
Dimensions
23 cm.
Extent
xiv, 306 p.
Isbn
9781402782725
Isbn Type
(pbk.)
Lccn
2011010300
Other physical details
ill.
System control number
  • (OCoLC)ocn664667588
  • (OCoLC)664667588
  • 1714191
  • 1750229

Library Locations

    • Beaverton City LibraryBorrow it
      12375 SW Fifth St, Beaverton, OR, 97005-9019, US
      45.484147 -122.804052
    • Tigard Public LibraryBorrow it
      13500 SW Hall Blvd, Tigard, OR, 97223-8111, US
      45.422610 -122.765328
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