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

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  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2009-03-03
  • Publisher: Wiley
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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

Forewordp. vii
Prefacep. ix
Author's Notep. xv
Acknowledgmentsp. xix
Wealth Management: The Cornerstone of Your Future Securityp. 1
The 15 Ingredients of a Successful Investment Strategyp. 15
Why Everyone Needs an Estate Planp. 63
Learn to Save and Properly Manage Your Debtp. 75
How to Plan for a Comfortable Retirementp. 109
Why Insurance Is a Must in Your Wealth Management Planp. 143
How to Plan Your Gifting and Maximize Its Valuep. 173
Asset Protection Strategiesp. 189
Taxes and Tax-Saving Strategiesp. 209
The Role and Qualities of an Exceptional Wealth Advisorp. 235
Final Commentsp. 251
Notesp. 255
About the Authorp. 287
Indexp. 289
Table of Contents provided by Ingram. All Rights Reserved.

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