Private Wealth Management - 9780071840163

The financial advisor’s go-to reference—updated to address important legal and economic changes since the 2008 financial crisis

This new edition of Private Wealth Management covers everything from the basics, such as setting financial objectives and understanding the planning process, to more complex issues involving equities and fixed income securities.

You'll learn everything you need to know about retirement income planning, bond and fixed income investments and risks, asset allocation decisions, the pricing of life annuities, and lifetime wealth transfer techniques.

Jerry S. Rosenbloom is the Frederick H. Ecker Emeritus Professor of Insurance and Risk Management and Academic Director of the Certified Employee Benefit Specialist (CEBS) Program at the Wharton School of the University of Pennsylvania. He is also a Senior Fellow in the Leonard Davis Institute of Health Economics and a Senior Fellow in the Financial Institutions Center at the Wharton School.
Victor Hallman is a Lecturer in Financial and Estate Planning in the Insurance and Risk Management Department of the Wharton School, University of Pennsylvania.