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

3.5 avg rating
( 2 ratings by GoodReads )
 
9780071840163: Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

Where financial advisors go for answers--revised and updated 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--every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom's classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today's professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques.

This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today's markets--from setting financial objectives and executing the planning process to investing 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 gives you a solid foundation for planning a prosperous financial future in the real world, which means 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 focus 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 updated 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.

"synopsis" may belong to another edition of this title.

Product Description:

The financial advisor’s go-to reference—updated to address important legal and economic changes since the 2008 financial crisis

This new edition of Private Wealth Management covers everything from the basics, such as setting financial objectives and understanding the planning process, to more complex issues involving equities and fixed income securities.

You'll learn everything you need to know about retirement income planning, bond and fixed income investments and risks, asset allocation decisions, the pricing of life annuities, and lifetime wealth transfer techniques.

Jerry S. Rosenbloom is the Frederick H. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.
Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania.

About the Author:

G. Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania, as well as a member of the Pennsylvania Bar.

Jerry S. Rosenbloom is the Frederick H. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.

"About this title" may belong to another edition of this title.

Top Search Results from the AbeBooks Marketplace

1.

Hallman, G. Victor; Rosenbloom, Jerry
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: 5
Seller
GreatBookPrices
(Columbia, MD, U.S.A.)
Rating
[?]

Book Description Book Condition: New. Bookseller Inventory # 20299030-n

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 42.35
Convert Currency

Add to Basket

Shipping: US$ 2.64
Within U.S.A.
Destination, Rates & Speeds

2.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill Education (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Reuseabook
(Stroud, GLOS, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education, 2015. Hardcover. Book Condition: New. Dispatched, from the UK, within 48 hours of ordering. This book is in Brand New condition. Bookseller Inventory # CHL1724955

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 47.30
Convert Currency

Add to Basket

Shipping: US$ 2.16
From United Kingdom to U.S.A.
Destination, Rates & Speeds

3.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill Education - Europe, United States (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 10
Seller
The Book Depository US
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2015. Hardback. Book Condition: New. 9th Revised edition. 231 x 163 mm. Language: English . Brand New Book. Where financial advisors go for answers - revised and updated to address consequential legal and economic changes. From the oil crisis and stock market crash in the 1970sthrough deregulation into the 1990s to the 2008 financial crisis - every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom s classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today s professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today s markets - from setting financial objectives and executing the planning process to investing 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 gives you a solid foundation for planning a prosperous financial future in the real world, which means 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 focus 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; and, new developments in estate and marital deduction planning such as portability . This completely updated 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. Bookseller Inventory # AA39780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 54.94
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

4.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill Education - Europe, United States (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 10
Seller
The Book Depository
(London, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe, United States, 2015. Hardback. Book Condition: New. 9th Revised edition. 231 x 163 mm. Language: English . Brand New Book. Where financial advisors go for answers - revised and updated to address consequential legal and economic changes. From the oil crisis and stock market crash in the 1970sthrough deregulation into the 1990s to the 2008 financial crisis - every financial planner worth their salt turned to Victor Hallman and Jerry Rosenbloom s classic reference for answers. To maintain its iconic position in the industry, this bible of wealth development moves into its Ninth Edition to ensure today s professional investors and financial stewards have reliable guidance to the latest legislation, economic developments, and wealth management trends and techniques. This latest edition of Private Wealth Management provides everything you need to operate with sophistication and savvy in today s markets - from setting financial objectives and executing the planning process to investing 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 gives you a solid foundation for planning a prosperous financial future in the real world, which means 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 focus 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; and, new developments in estate and marital deduction planning such as portability . This completely updated 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. Bookseller Inventory # AA39780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 56.74
Convert Currency

Add to Basket

Shipping: FREE
From United Kingdom to U.S.A.
Destination, Rates & Speeds

5.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill Education
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Movie Mars
(Indian Trail, NC, U.S.A.)
Rating
[?]

Book Description McGraw-Hill Education. Hardcover. Book Condition: New. 0071840168 Brand New Book. Ships from the United States. 30 Day Satisfaction Guarantee!. Bookseller Inventory # 16974029

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 56.57
Convert Currency

Add to Basket

Shipping: US$ 3.99
Within U.S.A.
Destination, Rates & Speeds

6.

Hallman, G. Victor; Rosenbloom, Jerry
Published by Mcgraw Hill Publishers
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Quantity Available: > 20
Seller
INDOO
(Avenel, NJ, U.S.A.)
Rating
[?]

Book Description Mcgraw Hill Publishers. Book Condition: New. Brand New. Bookseller Inventory # 0071840168

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 68.67
Convert Currency

Add to Basket

Shipping: US$ 3.50
Within U.S.A.
Destination, Rates & Speeds

7.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Irish Booksellers
(Rumford, ME, U.S.A.)
Rating
[?]

Book Description McGraw-Hill, 2015. Hardcover. Book Condition: New. book. Bookseller Inventory # 0071840168

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 72.24
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

8.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill Education - Europe 2015-01-01 (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Blackwell's
(Oxford, OX, United Kingdom)
Rating
[?]

Book Description McGraw-Hill Education - Europe 2015-01-01, 2015. hardback. Book Condition: New. Bookseller Inventory # 9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 68.61
Convert Currency

Add to Basket

Shipping: US$ 5.55
From United Kingdom to U.S.A.
Destination, Rates & Speeds

9.

Hallman, G. Victor; Rosenbloom, Jerry
Published by McGraw-Hill (2015)
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Book Deals
(Lewiston, NY, U.S.A.)
Rating
[?]

Book Description McGraw-Hill, 2015. Book Condition: New. Brand New, Unread Copy in Perfect Condition. A+ Customer Service! Summary: The financial advisor's go-to reference--updated to address important legal and economic changes since the 2008 financial crisis. Bookseller Inventory # ABE_book_new_0071840168

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 79.84
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

10.

Hallman, G. Victor; Rosenbloom, Jerry
ISBN 10: 0071840168 ISBN 13: 9780071840163
New Hardcover Quantity Available: 1
Seller
Grand Eagle Retail
(Wilmington, DE, U.S.A.)
Rating
[?]

Book Description Hardcover. Book Condition: New. 9th. 160mm x 236mm x 50mm. Hardcover. Where financial advisors go for answers - revised and updated to address consequential legal and economic changes. From the oil crisis and stock market crash in the 1970sthrough deregulati.Shipping may be from multiple locations in the US or from the UK, depending on stock availability. 768 pages. 0.925. Bookseller Inventory # 9780071840163

More Information About This Seller | Ask Bookseller a Question

Buy New
US$ 79.86
Convert Currency

Add to Basket

Shipping: FREE
Within U.S.A.
Destination, Rates & Speeds

There are more copies of this book

View all search results for this book