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 stockmarket booms and busts, economicprosperity and downturns, various presidentialadministrations, and technologicalrevolutions. Through it all, Victor Hallmanand 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 Americansprotect their futures by investing wisely, insuringtheir families, and planning for theirestates and retirements.

Now, with Private Wealth Management, EighthEdition, money managers and personal investorsonce again have a reliable resource of personalfinancial management guidance that iscomplete with essential new material addressingthe latest trends in financial planning.

These historic economic times call for newguidance. Hallman and Rosenbloom deliverwith new chapters on asset protectionplanning, cash flow analysis, and interestaccumulation concepts, as well as increasedcoverage of common stock investments andalternative investments. Additionally, in-depthand up-to-date attention is given to the TaxRelief Act of 2004 and the Pension ProtectionAct of 2006.

This proven wealth-building tool featurescutting-edge financial thinking and highreturn/low-risk strategies in virtually everyapplicable 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 gainstax planning
  • Health insurance plans includingHMOs
  • Personal risk management

From setting financial objectives and understandingthe planning process to investing inequities and fixed-income securities, PrivateWealth Management offers an effective, coordinatedprocess that shows readers how toplan a prosperous financial future in today’sno-guarantee financial environment.

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Product Description:

Private Wealth Management Addresses various things, from setting financial objectives and understanding the planning process to investing in equities and fixed income securities.

From the Back Cover:

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

Private Wealth Management is the new title of the longtime leading financialplanning resource (Personal Financial Planning) for private individuals andprofessional money managers. It has been reorganized and streamlined ina new, easier-to-use format that allows quick access to critical depths ofcoverage 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 byrevealing new information on alternative investing options—including hedgefunds, ETFs, and REITs.

Packed with insightful real-world examples, planning tips, charts, graphs, andcase studies, this authoritative guidebook takes you step-by-step throughthe process of assembling a potent mix of investments, insurance, retirementplans, trusts, and other products to build and protect the long-term financialfuture 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 putyour money now for a comfortable and financially secure tomorrow.

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G. Victor Hallman, Jerry Rosenbloom
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