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, this book is a must-have for those who need help managing portfolios in a down market.