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

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

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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 qTax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010q and the qAmerican Taxpayer Relief Act of 2012q 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 qportabilityq This completely updated edition remains a wealth-building and income management tool by presenting many useful strategies, including those for dealing with the current qsuper-lowq interest rates. Private Wealth Management, Ninth Edition, is the cornerstone of financial planning.... 525 Cyclical stocks, 115 Data gathering, for financial planning, 13a€“14 Day orders, common stocks and, 112 Dealers, 27f ... 474 Convenience joint tenancy accounts, 606 Conversion of home to rental property, 226 Convertible securities, 153 ... in bonds, 84, 86 Coordinated care plans, Medicare/Medicaid and, 463 Core inflation, 40 Corporate bonds, 42, 141a€“142. ... 169, 174, 363a€“364, 518 Cost of living (COLA) adjustment, 267a€“268, 457 Cost or balance sheet approach to valuation, anbsp;...

Title:Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition
Author:G. Victor Hallman, Jerry Rosenbloom
Publisher:McGraw Hill Professional - 2014-11-07


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