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

Private Wealth Management: The Complete Reference for the Personal Financial Planner
Author: G. Victor Hallman - Jerry Rosenbloom
ISBN 13: 9780071544214
ISBN 10: 71544216
Edition: 8
Publisher: McGraw-Hill
Publication Date: 2009-08-14
Format: Hardcover
Pages: 696
List Price: $75.00

Proven strategies for getting

the most from stocks, bonds,

mutual funds, and more

Private 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
  • Anuities

This 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 offers 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, 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.