Record ID | marc_openlibraries_sanfranciscopubliclibrary/sfpl_chq_2018_12_24_run04.mrc:211205260:3131 |
Source | marc_openlibraries_sanfranciscopubliclibrary |
Download Link | /show-records/marc_openlibraries_sanfranciscopubliclibrary/sfpl_chq_2018_12_24_run04.mrc:211205260:3131?format=raw |
LEADER: 03131cam a2200493 a 4500
001 664667588
003 OCoLC
005 20151005093744.0
008 110310s2011 nyua b 001 0 eng
010 $a2011010300
020 $a9781402782725
020 $a1402782721
035 $a664667588
035 $a(OCoLC)664667588
040 $aDLC$beng$cDLC$dIG#$dBTCTA$dQBX$dQQ3$dVP@$dABG$dCDX$dBDX$dSFR$dUtOrBLW
042 $apcc
049 $aSFRA
050 00 $aHG179$b.J3274 2011
082 00 $a332.024/014$222
092 $a332.024$bJ311m
100 1 $aJason, Julie.
245 10 $aManaging retirement wealth :$ban expert guide to personal portfolio management in good times and bad /$cJulie Jason ; forewords by Peter J. Hathaway, Jonathan Dahl, and Charles Rotblut.
260 $aNew York :$bSterling,$cc2011.
300 $axiv, 306 p. :$bill. ;$c23 cm
336 $atext$btxt$2rdacontent
337 $aunmediated$bn$2rdamedia
338 $avolume$bnc$2rdacarrier
504 $aIncludes bibliographical references (p. 287-288) and index.
520 $aAn 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...
505 0 $aBuilding 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.
650 0 $aRetirement income$xPlanning.
650 0 $aFinance, Personal.
650 0 $aPortfolio management.
907 $a.b24916201$b12-20-18$c01-18-12
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957 00 $aOCLC reclamation of 2017-18
907 $a.b24916201$b08-14-15$c01-18-12
938 $aBaker and Taylor$bBTCP$nBK0009246859
956 $aPre-reclamation 001 value: ocn664667588
980 $a0312 KL
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994 $aC0$bSFR
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