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).
A proponent of investor protection and financial literacy, Julie Jason is an award-winning columnist and author who shares insights gained from a lifelong career in money management and law. Jason founded Jackson, Grant Investment Advisers Inc. of Stamford, Connecticut, 20-plus years ago as an independent personal money management firm to give high-net-worth families an alternative to the sales culture of Wall Street. Before that, she served as assistant general counsel of a major broker-dealer, president of its managed futures subsidiary and president of its trust company.
Her weekly column, syndicated by King Features, is a CLARION Award winner and has been recognized by the IRS for “accurate, timely, informative and helpful tax information,” as well as by the Society of Professional Journalists (CT Chapter) and the Connecticut Press Club for Excellence in Journalism. The column has been in publication for 15 years. Her fifth book, the “AARP Retirement Survival Guide: How to Make Smart Decisions in Good Markets and Bad” (Sterling, 2009), was recognized by Booklist (American Library Association) as a Top Ten Business Book and won the EIFLE (Excellence in Financial Literacy Education) Award, the Axiom Award, the International Book Award, and the Best Books Award. Her sixth book, “Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad” (Sterling, 2011), is the winner of the EIFLE Award, the Axiom Business Book Award, the International Book Award for Personal Finance, and the National Best Books Award for Personal Finance.
Articles by this Author
Retired Investor »
Having a goal-oriented skill set can help you cope with turbulent markets and move toward a secure retirement.
November 2011 | Journal
Since regular reviews are the foundation of successful investing, resolve to evaluate your portfolio. Julie Jason explains how.
January 2010 | Journal
The Best of the AAII Journal »
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