Title
Private Wealth Management: The Complete Reference For The Personal Financial Planner, Ninth Edition
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Where Financial Advisors Go For Answersrevised And Updated To Address Consequential Legal And Economic Changesfrom The Oil Crisis And Stock Market Crash In The 1970S Through Deregulation Into The 1990S To The 2008 Financial Crisisevery 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 Marketsfrom Setting Financial Objectives And Executing The Planning Process To Investing In Equities And Fixedincome Securities To Retirement Income Planning To Methods For Lifetime Wealth Transfers, And More. Written For The Serious Practitioner, This Oneofakind 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 Doddfrank Wall Street Reform And Consumer Protection Act Of 2010 New Developments In Estate And Marital Deduction Planning Such As PortabilityThis Completely Updated Edition Remains A Wealthbuilding And Income Management Tool By Presenting Many Useful Strategies, Including Those For Dealing With The Current Superlow Interest Rates.Private Wealth Management, Ninth Edition, Is The Cornerstone Of Financial Planning.
⚠️ WARNING (California Proposition 65):
This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.
For more information, please visit www.P65Warnings.ca.gov.
- Q: What is the main focus of 'Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition'? A: This book focuses on providing comprehensive guidance for financial planners, covering topics such as wealth management trends, investment strategies, and updates on legal and economic changes.
- Q: Who are the authors of this book? A: The authors of this book are G. Victor Hallman and Jerry Rosenbloom, both respected figures in the field of financial planning.
- Q: What are the key updates in the Ninth Edition? A: The Ninth Edition includes updates on major tax legislation, changes in retirement planning products, modifications to health insurance, and new strategies for income management in low-interest environments.
- Q: How many pages does this book have? A: The book contains 688 pages, providing an in-depth resource for financial planners.
- Q: What is the binding type of this book? A: The book is bound in hardcover, ensuring durability and a professional appearance.
- Q: Is this book suitable for beginners in financial planning? A: While the book is written for serious practitioners, it can also serve as a valuable resource for beginners who are willing to engage with its in-depth material.
- Q: When was 'Private Wealth Management, Ninth Edition' published? A: The book was published on January 9, 2015.
- Q: What topics are covered regarding retirement planning? A: The book discusses various retirement planning methods, including investment strategies for retirement income and changes in individual annuities.
- Q: Does the book provide strategies for dealing with low interest rates? A: Yes, the book presents strategies specifically designed to navigate the challenges posed by super-low interest rates.
- Q: Can this book assist with estate planning? A: Yes, it includes developments in estate and marital deduction planning, including topics such as portability.