Private Wealth Management: The Complete Reference for the Personal Financial Planner

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9780071544214: Private Wealth Management: The Complete Reference for the Personal Financial Planner

The last 30 years have witnessed stock market booms and busts, economic prosperity and downturns, various presidential administrations, and technological revolutions. Through it all, Victor Hallman and Jerry Rosenbloom's classic guidebook, which previously was titled Personal Financial Planning in its first through seventh edition, has retained its status as the most accurate and up-to-date resource to help Americans protect their futures by investing wisely, insuring their families, and planning for their estates and retirements.

Now, with Private Wealth Management, Eighth Edition, money managers and personal investors once again have a reliable resource of personal financial management guidance that is complete with essential new material addressing the latest trends in financial planning.

These historic economic times call for new guidance. Hallman and Rosenbloom deliver with new chapters on asset protection planning, cash flow analysis, and interest accumulation concepts, as well as increased coverage of common stock investments and alternative investments. Additionally, in-depth and up-to-date attention is given to the Tax Relief Act of 2004 and the Pension Protection Act of 2006.

This proven wealth-building tool features cutting-edge financial thinking and highreturn/ low-risk strategies in virtually every applicable area, including

  • Index funds
  • Value investing
  • Dollar-cost averaging
  • Fixed-income investing
  • Profit-sharing plans
  • Stock bonus plans
  • 401(k) plans
  • Simplified employee pension plans
  • Estate planning
  • Gift taxes
  • Generation-skipping transfer taxes
  • Income and capital gains tax planning
  • Health insurance plans including HMOs
  • Personal risk management

From setting financial objectives and understanding the planning process to investing in equities and fixed-income securities, Private Wealth Management offers an effective, coordinated process that shows readers how to plan a prosperous financial future in today’s no-guarantee financial environment.

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From the Back Cover:

Proven strategies for getting the most from stocks, bonds, mutual funds, and more

Private Wealth Management is the new title of the longtime leading financial planning resource (Personal Financial Planning) for private individuals and professional money managers. It has been reorganized and streamlined in a new, easier-to-use format that allows quick access to critical depths of coverage of

  • Mutual funds
  • Employee stock plans
  • IRAs
  • Estate and wealth conservation techniques
  • Newer forms of life insurance
  • Anuities

This up-to-date edition helps readers create broader investment portfolios by revealing new information on alternative investing options—including hedge funds, ETFs, and REITs.

Packed with insightful real-world examples, planning tips, charts, graphs, and case studies, this authoritative guidebook takes you step-by-step through the process of assembling a potent mix of investments, insurance, retirement plans, trusts, and other products to build and protect the long-term financial future of you and your family.

Today’s financial landscape offers great opportunity and numerous choices. Private Wealth Management is the road map you need for finding where to put your money now for a comfortable and financially secure tomorrow.

About the Author:

G. Victor Hallman, Ph.D., is a lecturer in Estate and Financial Planning at The Wharton School.
Jerry S. Rosenbloom is the Frederick H. Ecker Professor of Insurance and Risk Management and the Academic Director of the Certified Employee Benefit Specialist Program at The Wharton School.

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