Private Wealth Mangement 9th Ed (PB)

The classic reference for financial advisors, Victor Hallman and Jerry Rosenbloom's "Private Wealth Management", has been updated to address legal and economic changes. It provides reliable guidance to the latest legislation, economic developments, and wealth management trends, and is written for the serious practitioner.

Format: Paperback / softback
Length: 688 pages
Publication date: 31 March 2023
Publisher: McGraw-Hill Education

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 comprehensive guide covers the most important topics in private wealth management, including tax planning, investment strategies, retirement planning, and estate planning. It is updated regularly to reflect the latest changes in the law and the economy, so you can be confident that you are getting the most up-to-date information available. Whether you are a seasoned financial professional or just starting out, Private Wealth Management is an essential resource for anyone looking to build and protect their wealth.

So why wait? Get your copy today and start planning for a prosperous financial future!

Weight: 907g
ISBN-13: 9781265640422
Edition number: 9 ed