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Private Wealth Management: The Complete Reference for the Personal Financial Planner
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Private Wealth Management: The Complete Reference for the Personal Financial Planner
Private Wealth Management, Eighth Edition is a comprehensive guidebook that provides essential new material addressing the latest trends in financial planning.
With new chapters on asset protection planning, cash flow analysis, and interest accumulation concepts, this edition offers cutting-edge financial thinking and high-return/low-risk strategies for money managers and personal investors alike.
The book covers a wide range of topics including index funds, value investing, dollar-cost averaging, fixed-income investments, profit-sharing plans, stock bonus plans, 401(k) plans, simplified employee pension plans, estate planning, gift taxes, generation-skipping transfer taxes, income and capital gains tax planning, health insurance plans including HMOs, and personal risk management.
Whether you're looking to protect your future, invest wisely, or plan for your retirement, this book has everything you need to know to make informed decisions about your financial future.
Don't miss out on the opportunity to secure your financial future with Private Wealth Management, Eighth Edition.
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