Julie Jason encourages questions and comments that can be addressed in her columns. She often speaks with readers whose situations can help illustrate important financial lessons for others. To submit a question for consideration, please fill out the form below.
A proponent of investor protection and financial literacy, Julie is an award-winning columnist and author who shares insights gained from a lifelong career in money management and law.
She leads a fiduciary boutique that manages wealth for select families. In her role as a financial columnist, she address a broader audience encompassing any and all financial means. The column, and interacting with her readers, fulfills a personal passion: to promote and inspire the pursuit of financial literacy education — armed with a blend of optimism (everyone can do something to improve their financial situations) and a dose of healthy skepticism (don't invest unless you understand what can go wrong).It's that simple.