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

3.5 avg rating
( 2 ratings by Goodreads )
 
9780071840163: Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Where financial advisors go for answers--revised and updated to address consequential legal and economic changes

From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques.

This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in:

  • Major new tax legislation, including the "Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010" and the "American Taxpayer Relief Act of 2012"
  • A variety of economic benefits and investment products
  • Changes in individual annuities and retirement products with an increased focus on retirement planning
  • Modifications to health and disability insurance
  • The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010
  • Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010
  • New developments in estate and marital deduction planning such as "portability"

This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current "super-low" interest rates.

Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.

"synopsis" may belong to another edition of this title.

About the Author:

G. Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania, as well as a member of the Pennsylvania Bar.

Jerry S. Rosenbloom is the Frederick H. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.

"About this title" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

1.

G.Victor Hallman, Jerry S. Rosenbloom
Published by McGraw-Hill Education - Europe, United States (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller:
The Book Depository
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2015. Hardback. Book Condition: New. 9th edition. Language: English . Brand New Book. Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom s classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today s professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today s markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and the American Taxpayer Relief Act of 2012 A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as portability This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current super-low interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning. Bookseller Inventory # AAS9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
43.26
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

2.

G. Victor Hallman
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: 2
Seller:
Cherry_Books
(Missouri City, TX, U.S.A.)
Rating
[?]

Book Description Book Condition: New. Brand New Book. Bookseller Inventory # 0071840168SRB

More Information About This Seller | Ask Bookseller a Question

Buy New
45.89
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

3.

G.Victor Hallman, Jerry S. Rosenbloom
Published by McGraw-Hill Education - Europe, United States (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller:
The Book Depository US
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2015. Hardback. Book Condition: New. 9th edition. Language: English . Brand New Book. Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom s classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today s professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today s markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and the American Taxpayer Relief Act of 2012 A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as portability This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current super-low interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning. Bookseller Inventory # AAS9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
47.13
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

4.

G.Victor Hallman
Published by McGraw-Hill Education (2014)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: > 20
Seller:
Books2Anywhere
(Fairford, GLOS, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education, 2014. HRD. Book Condition: New. New Book. Shipped from UK in 4 to 14 days. Established seller since 2000. Bookseller Inventory # CM-9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
38.34
Convert Currency

Add to Basket

Shipping: 9
From United Kingdom to U.S.A.
Destination, Rates & Speeds

5.

Hallman, G. Victor
Published by McGraw-Hill (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: 1
Seller:
Pbshop
(Wood Dale, IL, U.S.A.)
Rating
[?]

Book Description McGraw-Hill, 2015. HRD. Book Condition: New. New Book.Shipped from US within 10 to 14 business days. Established seller since 2000. Bookseller Inventory # IB-9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
44.72
Convert Currency

Add to Basket

Shipping: 3.02
Within U.S.A.
Destination, Rates & Speeds

6.

G.Victor Hallman, Jerry S. Rosenbloom
Published by McGraw-Hill Education - Europe, United States (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 10
Seller:
Book Depository hard to find
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2015. Hardback. Book Condition: New. 9th edition. Language: English . This book usually ship within 10-15 business days and we will endeavor to dispatch orders quicker than this where possible. Brand New Book. Where financial advisors go for answers--revised and updated to address consequential legal and economic changes From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom s classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today s professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today s markets--from setting financial objectives and executing the planning process to investing in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide gives you a solid foundation for planning a prosperous financial future in the real world, which means it makes you an expert in: Major new tax legislation, including the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and the American Taxpayer Relief Act of 2012 A variety of economic benefits and investment products Changes in individual annuities and retirement products with an increased focus on retirement planning Modifications to health and disability insurance The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 New developments in estate and marital deduction planning such as portability This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current super-low interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning. Bookseller Inventory # BZV9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
54.96
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

7.

G. Victor Hallman
Published by McGraw-Hill Professional
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 2
Seller:
THE SAINT BOOKSTORE
(Southport, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Professional. Hardcover. Book Condition: New. New copy - Usually dispatched within 2 working days. Bookseller Inventory # B9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
48.17
Convert Currency

Add to Basket

Shipping: 6.94
From United Kingdom to U.S.A.
Destination, Rates & Speeds

8.

HALLMAN
Published by Mcgraw Hill Publishers
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: > 20
Seller:
INDOO
(Avenel, NJ, U.S.A.)
Rating
[?]

Book Description Mcgraw Hill Publishers. Book Condition: New. Brand New. Bookseller Inventory # 0071840168

More Information About This Seller | Ask Bookseller a Question

Buy New
53.53
Convert Currency

Add to Basket

Shipping: 2.65
Within U.S.A.
Destination, Rates & Speeds

9.

Hallman, G. Victor
Published by McGraw-Hill Education (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller:
Murray Media
(North Miami Beach, FL, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education, 2015. Hardcover. Book Condition: New. Never used!. Bookseller Inventory # 0071840168

More Information About This Seller | Ask Bookseller a Question

Buy New
57.29
Convert Currency

Add to Basket

Shipping: 1.51
Within U.S.A.
Destination, Rates & Speeds

10.

Hallman, G. Victor; Rosenbloom, Jerry S.
Published by McGraw-Hill Education
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller:
Bookhouse COM LLC
(Philadelphia, PA, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Hardcover. Book Condition: New. 0071840168. Bookseller Inventory # Z0071840168ZN

More Information About This Seller | Ask Bookseller a Question

Buy New
61.08
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

There are more copies of this book

View all search results for this book