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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.
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Table des matières
Foreword viiPreface ix
Author’s Note xv
Acknowledgments xix
CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1
CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15
CHAPTER 3 Why Everyone Needs an Estate Plan 63
CHAPTER 4 Learn to Save and Properly Manage Your Debt 75
CHAPTER 5 How to Plan for a Comfortable Retirement 109
CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143
CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173
CHAPTER 8 Asset Protection Strategies 189
CHAPTER 9 Taxes and Tax-Saving Strategies 209
CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235
Final Comments 251
Notes 255
About the Author 287
Index 289
A propos de l’auteur
Bishara A. Bahbah, Ph D, is a Certified Investment Management Analyst (CIMA®), a Certified Wealth Strategist (CWS¯TM), as well as an estate-planning consultant, an international wealth specialist, and a wealth advisor. He holds a Ph D from Harvard University where he also taught at the Kennedy School of Government.
Langue Anglais ● Format EPUB ● Pages 300 ● ISBN 9780470449233 ● Taille du fichier 0.7 MB ● Maison d’édition John Wiley & Sons ● Publié 2009 ● Édition 1 ● Téléchargeable 24 mois ● Devise EUR ● ID 2317686 ● Protection contre la copie Adobe DRM
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