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

by Hallman, G. Victor; Rosenbloom, Jerry

• ISBN13: 9780071544214
• ISBN10: 0071544216
• Edition: 8th
• Format: Hardcover
• Copyright: 2009-08-14
• Publisher: McGraw-Hill

Summary

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 titledPersonal Financial Planningin 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, withPrivate 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 managementFrom setting financial objectives and understandingthe planning process to investing inequities and fixed-income securities,PrivateWealth Managementoffers an effective, coordinatedprocess that shows readers how toplan a prosperous financial future in today'sno-guarantee financial environment.

Author Biography

G. Victor Hallman, Ph.D. is a lecturer in Estate andFinancial Planning at The Wharton School.

Jerry S. Rosenbloom is the Frederick H. EckerProfessor of Insurance and Risk Management and the AcademicDirector of the Certified Employee Benefit Specialist Program at TheWharton School.