Overview
Main description
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.
Author comments
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.
Back cover copy
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.
