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Once you've identified your goals, and created a plan, you can use research tools to develop a screen to select investments that meet your needs. An aggressive screen would be different from that of a conservative investor who wants to sleep at night. In this presentation, we'll take a look at how you can use tools to find stocks, bonds, and mutual funds you may want to buy when the timing is right.
Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. Twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high net worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone a few months ago, is syndicated by King Features and is published locally in the Greenwich Time each Sunday and in a number of other Hearst newspapers.
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