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Julie Jason's "The Discerning Investor"

First, an audio message from the author . . .

C l i c k   H e r e  T o   Re a d   C h a p t e r   1

Publisher: American Bar Association 2022


Discounts are available for books ordered in bulk. Special consideration is given to law firms, state bars, CLE programs, and other bar-related organizations. Inquire with the ABA Service Center at (800) 285-2221 or orders@americanbar.org.

E d i t o r i a l    R e v i e w . . .

“Jason’s presentation is intellectually rigorous—instead of self-help-style nostrums, she furnishes concrete, actionable advice substantiated with empirical data. Moreover, despite necessary excursions into technicality, this is a thoroughly readable book that will be entirely accessible to those with a limited understanding of investment strategy.

“Another of its virtues is that it never dispenses hyperbolic promises and unflinchingly confronts the reality of risk: ‘In my experience, the most satisfied investors are those who embrace the investor’s dilemma, understanding that risk (uncertainty) and reward (high returns) are forever and always intertwined.’

“Overall, this is an impressively informative book that attests to the author’s 30-plus years of experience in the financial industry.” - Kirkus Reviews

C L E   N o w    A v a i l a b l e . . .

Form CRS: Practical Considerations for Attorneys - National Academy of Continuing Legal Education

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client - Lawline

Recognize and Avoid Conflicts of Interest Before Referring a Financial Adviser to Clients - American Bar Association

I n   T h e   N e w s . . .

6/20/2023 Press Release: "The Discerning Investor" Wins 2023 EIFLE Book of the Year Award for Investing & Retirement Planning

9/13/2022 Podcast: Counsel to Counsel - Planning for Retirement with Julie Jason

7/21/2022 Press Release: Attorney Coach Shares an Important Message About Preparing for a Successful Retirement

7/14/2022 Press Release: New Book for Lawyers & Their Clients: "The Discerning Investor" Shows Lawyers How to Avoid "Trial & Error" in Retirement

Other Publications by Julie Jason


Award-Winning Weekly Column Syndicated by Andrews McMeel Syndication

 Forbes.com Contributor