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

Amazon.com Price:  $50.00 (as of 12/05/2019 16:18 PST- Details)

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Description

Where financial advisors go for answers–revised and up to date to address consequential legal and economic changes

From the oil crisis and stock market crash in the 1970s through deregulation into the 1990s to the 2008 financial crisis–each financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom’s classic reference for answers. To handle its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to make sure today’s professional investors and financial stewards have reliable guidance to the contemporary legislation, economic developments, and wealth management trends and techniques.

This contemporary edition of Private Wealth Management provides everything you want to operate with sophistication and savvy in today’s markets–from setting financial objectives and executing the planning process to making an investment in equities and fixed-income securities to retirement income planning to methods for lifetime wealth transfers, and more. Written for the serious practitioner, this one-of-a-kind guide offers you a solid foundation for planning a prosperous financial future in the real world, this means that it makes you an expert in:

  • Major new tax legislation, including the “Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010” and the “American Taxpayer Relief Act of 2012”
  • A variety of economic benefits and investment products
  • Changes in individual annuities and retirement products with an increased center of attention on retirement planning
  • Modifications to health and disability insurance
  • The Patient Protection and Affordable Care and Health Care Reconciliation Act of 2010
  • Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010
  • New developments in estate and marital deduction planning such as “portability”

This completely up to date edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current “super-low” interest rates.

Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.

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