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

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.