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

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2009 Hardcover Good Item may show signs of shelf wear. Pages may include limited notes and highlighting. Includes supplemental or companion materials if applicable. Access ... codes may or may not work. Connecting readers since 1972. Customer service is our top priority. Read more Show Less

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0071544216 ALL ORDERS SHIP WITHIN 24 HOURS. Tracking is always included. This book is in Very Good Condition. This item purchased from a national charitable organization thanks ... to your purchases we can continue to support them. Buy with confidence, we have thousands of happy customers. All shipping materials 100% recyclable. REUSE-RECYCLE-REBOOK Read more Show Less

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New York, NY 2009 Hard cover 8th ed. Good. Glued binding. Paper over boards. With dust jacket. 753 p. Contains: Line drawings, black & white, Tables, black & white, Figures. ... Private Wealth Management. Read more Show Less

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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.

Read More Show Less

Product Details

  • ISBN-13: 9780071544214
  • Publisher: McGraw-Hill Professional Publishing
  • Publication date: 7/24/2009
  • Edition description: Older Edition
  • Edition number: 8
  • Pages: 696
  • Product dimensions: 6.40 (w) x 9.10 (h) x 2.10 (d)

Meet 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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