427 records matched your query
02484aam a2200373 i 4500 001 A6930D8838A911ED914067003BECA4DB 003 SILO 005 20220920010102 008 220418s2022 ilua b 001 0 eng 010 $a 2022018155 020 $a 1639050620 020 $a 9781639050628 035 $a (OCoLC)1319014658 040 $a DLC $b eng $e rda $c DLC $d CLU $d IaU-L $d SILO 042 $a pcc 043 $a n-us--- 050 00 $a KF316.7 $b .J37 2022 100 1 $a Jason, Julie, $e author. 245 14 $a The discerning investor : $b personal portfolio management in retirement for lawyers (and their clients) / $c Julie Jason, JD, LLM. 264 1 $a Chicago, Illinois : $b ABA Publishing, American Bar Association, $c [2022] 300 $a xix, 203 pages : $b illustrations ; $c 26 cm 500 $a "American Bar Association Senior Lawyers Division". 520 $a "The goal of this book is to give you the tools to organize and plan for the future in a way that is uniquely yours"-- $c Provided by publisher. 504 $a Includes bibliographical references and index. 505 0 $a Introducing personal portfolio management -- Avoiding mistakes : a historical perspective on the stock market -- Uncertainty : the investor's dilemma -- Measures for the risk-averse investor -- Turning inward : understanding cash flow prepares you for the future -- Creating investment objectives -- Setting strategy based on three situations and goals -- Reports and reviewing progress -- Financial firms : who's who and what to expect as a client -- Do standards of care matter? Should they? -- Expect to experience conflicts of interest, but choose not to -- Form CRS is key -- Let's talk : the SEC's "conversation starters" and more -- Introducing the "know your representative rule" -- The future is yours : what will you do next? -- Epilogue : your role as mentor, coach and role model. 650 0 $a Lawyers $x Planning. $z United States $x Planning. 650 0 $a Retirement $z United States $x Planning. 650 0 $a Finance, Personal $z United States. 650 0 $a Portfolio management $z United States. 710 2 $a American Bar Association. $b Senior Lawyers Division, $e issuing body. 776 08 $i Online version: $a Jason, Julie. $t Discerning investor $d Chicago, Illinois : ABA Publishing, American Bar Association, [2022] $z 9781639050635 $w (DLC) 2022018156 941 $a 1 952 $l OVUX522 $d 20230517010157.0 956 $a http://locator.silo.lib.ia.us/search.cgi?index_0=id&term_0=A6930D8838A911ED914067003BECA4DBInitiate Another SILO Locator Search