Wealth Management in Any Market: Timeless Strategies for Building Financial Security

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Wealth Management in Any Market Timeless Strategies for Building Financial Security

By Bishara A. Bahbah
John Wiley & Sons May 2009

Specifications

ISBN-13
9780470405284
Publisher
John Wiley & Sons
Publication
May 2009
Format
Hardback , 300 pages
Jurisdiction
International ? Countri(es) for reference only

Details

Expert wealth manager Bishara A. Bahbah offers a complete guide to creating financial security. From explaining the basics of wealth management to providing an in-depth look at setting up an estate plan, managing debt, purchasing insurance and employing tax-saving strategies, Wealth Management in Any Market is a one-stop-shop for individuals looking to protect their assets and build wealth to weather any financial climate.

Table of Contents

Foreword.

Preface.

Author's Note. 

Acknowledgments.

Chapter 1. Wealth Management: The Cornerstone Of Your Future Security.

Chapter 2. The 15 Ingredients of a Successful Investment Strategy.

Chapter 3. Why Everyone Needs an Estate Plan.

Chapter 4. Learn To Save and Properly Manage Your Debt.

Chapter 5. How to Plan for a Comfortable Retirement?

Chapter 6. Why Insurance Is a Must in Your Wealth Management Plan.

Chapter 7. How to Plan Your Gifting and Maximize Its Value.

Chapter 8. Asset Protection Strategies.

Chapter 9. Taxes and Tax-Saving Strategies.

Chapter 10. The Role and Qualities of an Exceptional Wealth Advisor.

Final Comments.

Notes.

About the Author.

Index.

About the Author

Bishara A. Bahbah, PhD, is a Certified Investment Management Analyst (CIMA®), a Certified Wealth Strategist (CWSTM), as well as an estate-planning consultant, an international wealth specialist, and a wealth advisor. He holds a PhD from Harvard University where he also taught at the Kennedy School of Government.

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