Synopses & Reviews
INVEST PRUDENTLY AT THE MOST CRITICAL JUNCTURE IN YOUR LIFE
"Strategic Investing After 50 takes the fear out of financial planning for those who need it the most. Julie knows her planning focus well."A. Michael Lipper, CFA, President, Lipper Advisory Services, Inc.
"Too many people confuse speculation with investment. They get caught up in the noise of the market and miss the fundamental truth that investing is not a game but a means to an enda means of providing for your future and the financial security of your family. If youre ready to leave behind the hollow promise of instant riches and begin to chart a serious path toward your investment goals, then Julie Jasons Strategic Investing After 50 is just the guide you need."Don Phillips, Managing Director, Morningstar, Inc.
"If you have been putting off planning your financial future because you felt overwhelmed by the prospect, I recommend this book to you. Julie Jason has done an excellent job in providing a concise, lucid, jargon-free explanation of investment essentials ideally suited for the layman investor."Jack Schwager, Author of Market Wizards and Stock Market Wizards
J.K. LasserPractical Guides for All Your Financial Needs
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"A very good book. It is filled with practical investment advice that readers can easily understand and implement." Philip Edwards, Managing Director, Standard and Poor's.
"As an investment professional, I found Julie Jason's book to be an honest look at the risks as well as the rewards of the investment process, which are all too often ignored or misunderstood by financial advisers. This is a wonderfully clear, concise and informative guide for Boomers in their 50s and beyond." Christopher S. Litchfield, Managing Partner, Stingray Partners.
"If you are over 50 years old and you want to secure your future, Julie Jason, maps it out for you...how to invest, what to invest in, and perhaps most importantly, when to sell. Strategic Investing After 50 takes the mystery out of how to invest to secure your future, explaining investing concepts and strategies in plain English together with simple examples that are a cinch to follow. Julie also gives you a look at what your remedies are if you've had less than a sterling experience with your broker. Required reading for investors 50 years and older!" Samantha Rabin, Senior Editor, Securities Arbitration Commentator.
"This is a wonderful book. It is full of easy-to-understand advice on how to invest successfully. If my clients had read this book before they lost money, they would not have had the privilege of being my "clients." Seth E. Lipner, Esq., plaintiff's attorney and President, Public Investors Arbitration Bar Association.
"The opening sentence of the preface captured my mind and heart and whole being. I was hooked after the opening sentence. . . . and the Learning to Invest section is one of the best paragraphs I have ever read in a financial book.?The kind of pure straight talk that I love. . . . I feel the book will help me personally with my investing."--Jon Barb , author of Do What WorksTM (For You)
It will help people to start thinking about their money in terms of accumulation, rebalancing, and income production. And it will take in-depth looks at risk tolerance, transition strategies, needed resources and tools--even strategies for those who are investing for the first time
About the Author
JULIE JASON, JD, LLM, is a personal money manager with twenty-five years of experience in the investment industry, having started on Wall Street as a securities lawyer. She is the principal and cofounder of Jackson, Grant, an investment firm in Stamford, Connecticut, that specializes in managing irreplaceable assets. Ms. Jason writes a nationally syndicated investment column that originated in the Stamford Advocate and Greenwich Times. Her articles have appeared in such financial publications as Fortune, Consumers Digest, and Profit Sharing. Her previous books include You and Your 401(k) and The 401(k) Plan Handbook.
Table of Contents
The Difference 50 Makes.
Common Misconceptions about the Market That Might Affect Your Decisions.
The Appropriate Use of Assets.
Understanding Portfolio Objectives.
Understanding Capital Commitment Based on Cash-Flow Demands.
Demands-Based Investment Objectives: A Case Study.
Monitoring and Reviewing Results.
The Job of Managing Your Portfolio.
Investing for Capital Appreciation.
Selecting Investments for Capital for Appreciation.
Selling Rules and Selection Criteria.
Selecting Stock Mutual Funds.
Investing for Income.
Investing for Preservation of Capital.
Types of Advisers.
Interview Rules and Questions to Ask.
Opening a Brokerage Account.
Brokerage Account Investment Objectives and Happiness Letters.
Managing Your Brokerage Account.
What the Industry Regulations Say about Your Brokerage Account.
Tax-Deferred Company Savings Plans, IRAs and Variable Annuities.
Timing Mandatory Distributions after Age 70½.
Mandatory istribution Planning.
Insurance and Estate Planning.
Where to Go from Here.
Appendix: Recommended Resources.