| Description |
xiv, 306 pages : illustrations ; 23 cm |
| Bibliography |
Includes bibliographical references (pages 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. |
| 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... |
| Subject |
Retirement income -- Planning.
|
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Finance, Personal.
|
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Portfolio management.
|
| Added Author |
Hathaway, Peter J.
|
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Dahl, Jonathan.
|
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Rotblut, Charles.
|
| ISBN |
9781402782725 paperback |
|
9781402789274 (ebook) |
|
1402782721 paperback |
|
