Bishara A. Bahbah 
Wealth Management in Any Market 
Timeless Strategies for Building Financial Security

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.

Содержание

Foreword vii

Preface 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

Об авторе

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.