Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad

Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad Review

An important new tool to protect and grow investable assets for retirement.

Over 25 million households in the United States have 0,000 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, this book is a must-have for those who need help managing portfolios in a down market.

 

The Wall Street Journal Guide to the New Rules of Personal Finance: Essential Strategies for Saving, Investing, and Building a Portfolio in a World Turned Upside Down

The Wall Street Journal Guide to the New Rules of Personal Finance: Essential Strategies for Saving, Investing, and Building a Portfolio in a World Turned Upside Down Review

Everything you thought you knew about saving, managing risk, and securing your financial future has changed.

The world is very different in the wake of the biggest financial crisis since the Great Depression. Retirement accounts have been eviscerated, risk appetites diminished, and questions raised about age-old personal finance strategies such as "buy and hold" and the efficacy of relying heavily on stock mutual funds.

In The Wall Street Journal Guide to the New Rules of Personal Finance, Dave Kansas offers guidelines for understanding the new regulations for finance firms, the rising importance of international investing, and the very different environment that now exists for home buyers. With valuable chapters on debt reduction, diversification, retirement planning, real estate, commodities, and other vital topics, this essential volume is designed to help the individual determine which tenets of an investing strategy remain sound and which deserve re-examination. It is the ultimate guide to profitably investing your money in a world that has fundamentally changed.