From the Back Cover
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
- Estate and wealth conservation techniques
- Newer forms of life insurance
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.
About the Author
Jerry S. Rosenbloom is the Frederick H. Ecker Professor of Insurance and Risk Management and the Academic Director of the Certified Employee Benefit Specialist Program at The Wharton School.