Wealth Management in Any Market Timeless Strategies for Building Financial Security

by Bahbah, Bishara A.

• ISBN13: 9780470405284
• ISBN10: 0470405287
• Edition: 1st
• Format: Hardcover
• Copyright: 2009-03-03
• Publisher: Wiley

Summary

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.

Author Biography

Bishara A. Bahbah, PhD, is a Certified Investment Management Analyst (CIMA®), a Certified Wealth Strategist (CWS), 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.

Table of Contents

Foreword	p. vii
Preface	p. ix
Author's Note	p. xv
Acknowledgments	p. xix
Wealth Management: The Cornerstone of Your Future Security	p. 1
The 15 Ingredients of a Successful Investment Strategy	p. 15
Why Everyone Needs an Estate Plan	p. 63
Learn to Save and Properly Manage Your Debt	p. 75
How to Plan for a Comfortable Retirement	p. 109
Why Insurance Is a Must in Your Wealth Management Plan	p. 143
How to Plan Your Gifting and Maximize Its Value	p. 173
Asset Protection Strategies	p. 189
Taxes and Tax-Saving Strategies	p. 209
The Role and Qualities of an Exceptional Wealth Advisor	p. 235
Final Comments	p. 251
Notes	p. 255
About the Author	p. 287
Index	p. 289
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