Managing Retirement Wealth

by Julie Jason 

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Foreword by Peter J. Hathaway

Speaking to you as an institutional portfolio manager working on domestic equity portfolios for the last thirty-five years, I can tell you that it is quite different developing and managing your own personal accounts using your own goals and objectives.


For me, it was a case of "the cobbler's son has no shoes," as I had neglected my own portfolio.  What a great resource Julie's book, Managing Retirement Wealth, has been in helping me organize and access my individual needs and objectives based on my risk parameters.


Many of us have a "random assortment of assets," consisting of IRAs, CDs, savings accounts, 401(k)s, and other miscellaneous financial assets accumulated over a lifetime, that lacks an overall plan.  This is not an easy task to solve, but Julie's book provides the framework for you to organize and manage your personal portfolio now and in the future. 


You will benefit from Julie's knowledge and practical experience, which she has gained from helping others in the portfolio management process. It will help you choose wisely and avoid costly mistakes.


One of my favorite topics is her discussion of goals: "Investment objectives are goals. The big difference between having a collection of investments and having a portfolio is pursuing goals, actually making decisions that lead to the accomplishment of those goals, and keeping track of progress by monitoring your portfolio."


As you begin the process of managing your portfolio, you will find this not to be an easy task, but well worth the time and effort you put into it. Julie's book will prove to be an invaluable guide.


-Peter J. Hathaway (retired), former portfolio manager for GE Asset Management's U.S. Equity Large Cap Value Strategy, responsible for portfolios with assetsin excess of $10 billion