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

1st Edition
0071544224 · 9780071544221
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 prev… Read More
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Part I: Introduction

Part II: Capital Accumulation

Part III: Income Tax Planning

Part IV: Financing Education Expenses

Part V: Planning for Retirement

Part VI: Charitable Giving

Part VII: Insurance and Wealth Management

Part VIII: Estate Planning

Part IX: Planning for Business Interests

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.