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Private Wealth Management: The Complete Reference for the Personal Financial Planner 8th Edition

4.6 out of 5 stars 8 customer reviews
ISBN-13: 978-0071544214
ISBN-10: 0071544216
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Editorial Reviews

From the Back Cover

Proven strategies for getting the most from stocks, bonds, mutual funds, and more

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
  • IRAs
  • Estate and wealth conservation techniques
  • Newer forms of life insurance
  • Anuities

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

G. Victor Hallman, Ph.D., is a lecturer in Estate and Financial Planning at The Wharton School.
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.
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Product Details

  • Series: Private Wealth Management
  • Hardcover: 696 pages
  • Publisher: McGraw-Hill; 8 edition (August 14, 2009)
  • Language: English
  • ISBN-10: 0071544216
  • ISBN-13: 978-0071544214
  • Product Dimensions: 6.3 x 1.7 x 9.2 inches
  • Shipping Weight: 2.5 pounds
  • Average Customer Review: 4.6 out of 5 stars  See all reviews (8 customer reviews)
  • Amazon Best Sellers Rank: #736,640 in Books (See Top 100 in Books)

Customer Reviews

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Top Customer Reviews

Format: Hardcover
This book was clear, helpful, and thorough - everything you want in a textbook. I think it is written simply enough so that non-professionals could use it as a reference in their own personal financial planning.
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Format: Kindle Edition Verified Purchase
This is a great book, extremely well written, and very informative. I really enjoyed and learned a lot with every chapter. it's pricey but worth it.
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Format: Hardcover Verified Purchase
I purchased this as a textbook for my CEBS designation and found it to be helpful enough that I'm keeping it for reference.
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Format: Hardcover Verified Purchase
This book contained great information for those needing inside on the management of wealth and finances in general. I highly recommend it!
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