Wealth Management in Any Market

Timeless Strategies for Building Financial Security

Inbunden, Engelska, 2009

AvBishara A. Bahbah,Bishara a. Bahbah,Bishara A Bahbah

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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.

Produktinformation

Utgivningsdatum2009-03-20
Mått160 x 236 x 28 mm
Vikt522 g
FormatInbunden
SpråkEngelska
Antal sidor320
FörlagJohn Wiley & Sons Inc
ISBN9780470405284

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Foreword viiPreface ixAuthor’s Note xvAcknowledgments xixCHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15CHAPTER 3 Why Everyone Needs an Estate Plan 63CHAPTER 4 Learn to Save and Properly Manage Your Debt 75CHAPTER 5 How to Plan for a Comfortable Retirement 109CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173CHAPTER 8 Asset Protection Strategies 189CHAPTER 9 Taxes and Tax-Saving Strategies 209CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235Final Comments 251Notes 255About the Author 287Index 289