Private Wealth Management: The Complete Reference for the Personal Financial Planner / Edition 8

Private Wealth Management: The Complete Reference for the Personal Financial Planner / Edition 8

by G. Victor Hallman
     
 

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ISBN-10: 0071544216

ISBN-13: 2900071544213

Pub. Date: 07/24/2009

Publisher: McGraw-Hill Professional Publishing

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

Overview

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.

Product Details

ISBN-13:
2900071544213
Publisher:
McGraw-Hill Professional Publishing
Publication date:
07/24/2009
Edition description:
Older Edition
Pages:
696

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