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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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Зміст
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
Про автора
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.
Мова Англійська ● Формат EPUB ● Сторінки 300 ● ISBN 9780470449233 ● Розмір файлу 0.7 MB ● Видавець John Wiley & Sons ● Опубліковано 2009 ● Видання 1 ● Завантажувані 24 місяців ● Валюта EUR ● Посвідчення особи 2317686 ● Захист від копіювання Adobe DRM
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