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Julie Jason

Julie Jason directs the money management practice of Jackson, Grant Investment Advisers, Inc. of Stamford, CT. She is the author of “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad,” (Sterling, 2011).


Articles by this Author


  1. Retired Investor »

    Retired Investor: Getting Through Difficult Markets

    Having a goal-oriented skill set can help you cope with turbulent markets and move toward a secure retirement.

    November 2011 | Journal

  2. The Portfolio Review: Why It Is Important and How to Do It image

    Features »

    The Portfolio Review: Why It Is Important and How to Do It

    Since regular reviews are the foundation of successful investing, resolve to evaluate your portfolio. Julie Jason explains how.

    January 2010 | Journal

  3. The Best of the AAII Journal »

    How to Create Your Own Pension: A Closer Look at Immediate Annuities

    How would you like to have lifelong income even after you retire? That's what it's like to receive a pension. What if you don't have one? One option is to buy a product that will create one for you--an "immediate annuity," which is the oldest product of its kind in the marketplace.

    November 2009 | Journal