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

[flaps]Through the last 30 years of stock market booms and busts, economic prosperity and downturns, presidential administrations, and technological revolutions, Victor Hallman and Jerry Rosenbloom have retained their classic guidebook's 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, and Hallman and Rosenbloom deliver with 50 percent new material, including new chapters on asset protection planning, cash flow analysis, and interest accumulation concepts, as well as increased coverage on 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 high-return/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 SEPs Estate planning Gift taxes Generation-skipping transfer taxes Income and capital gains tax planning Health insurance plans including HMOs Personal risk managementFrom setting financial objectives and understanding the planning process to investing in equities and fixed-income securities, Private Wealth Management offers an effective coordinated planning process that shows readers how to plan a prosperous financial future in today's no-guarantee financial environment. [back cover]Proven strategies for getting the most from stocks, bonds, mutual funds, and morePrivate Wealth Management is the new title of the longtime leading financial planning resource (Personal Financial Planning) for private individuals and professional money managers. It has been reorganized and streamlined in a new, easier-to-use format that allows quick access to critical depths of coverage of: Mutual funds Employee stock plans IRAs Estate and wealth conservation techniques Newer forms of life insurance AnnuitiesThis up-to-date edition helps readers create broader investment portfolios by revealing new information on alternative investing options-including hedge funds, ETFs, and REITs.Packed with insightful, real-world examples, planning tips, charts, graphs, and case studies, this authoritative guidebook takes you step by step through the process of assembling a potent mix of investments, insurance, retirement plans, trusts, and other products to build and protect the long-term financial future of you and your family.Today's financial landscape great opportunity and numerous choices. Private Wealth Management is the road map you need for finding where to put your money now for a comfortable and financially secure tomorrow.G. Victor Hallman is the author of 'Private Wealth Management: The Complete Reference for the Personal Financial Planner', published 2009 under ISBN 9780071544214 and ISBN 0071544216.