Private Wealth Management The Complete Reference for the Personal Financial Planner [Kindle Edition]
Only £28.68
Product Description
The last 30 years have witnessed stockmarket booms and busts, economicprosperity and downturns, various presidentialadministrations, and technologicalrevolutions. Through it all, Victor Hallmanand Jerry Rosenbloom have retained theirclassic guidebook’s status as the most accurateand up-to-date resource to help Americansprotect their futures by investing wisely, insuringtheir families, and planning for theirestates and retirements. Now, with Private Wealth Management, EighthEdition , money managers and personal investorsonce again have a reliable resource of personalfinancial management guidance that iscomplete with essential new material addressingthe latest trends in financial planning. These historic economic times call for newguidance. Hallman and Rosenbloom deliverwith new chapters on asset protectionplanning, cash flow analysis, and interestaccumulation concepts, as well as increasedcoverage of common stock investments andalternative investments. Additionally, in-depthand up-to-date attention is given to the TaxRelief Act of 2004 and the Pension ProtectionAct of 2006. This proven wealth-building tool featurescutting-edge financial thinking and highreturn/low-risk strategies in virtually everyapplicable 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 gainstax planning Health insurance plans includingHMOs Personal risk management From setting financial objectives and understandingthe planning process to investing inequities and fixed-income securities, PrivateWealth Management offers an effective, coordinatedprocess that shows readers how toplan a prosperous financial future in today’sno-guarantee financial environment
From the Back Cover
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.
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Private Wealth Management The Complete Reference for the Personal Financial Planner [Kindle Edition] - £28.68
Product Description The last 30 years have witnessed stockmarket booms and busts, economi... Read more.
