Details

Wealth Management in Any Market


Wealth Management in Any Market

Timeless Strategies for Building Financial Security
1. Aufl.

von: Bishara A. Bahbah

32,99 €

Verlag: Wiley
Format: PDF
Veröffentl.: 18.11.2009
ISBN/EAN: 9780470449226
Sprache: englisch
Anzahl Seiten: 300

DRM-geschütztes eBook, Sie benötigen z.B. Adobe Digital Editions und eine Adobe ID zum Lesen.

Beschreibungen

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.
<p>Foreword vii</p> <p>Preface ix</p> <p>Author’s Note xv</p> <p>Acknowledgments xix</p> <p>CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1</p> <p>CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15</p> <p>CHAPTER 3 Why Everyone Needs an Estate Plan 63</p> <p>CHAPTER 4 Learn to Save and Properly Manage Your Debt 75</p> <p>CHAPTER 5 How to Plan for a Comfortable Retirement 109</p> <p>CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143</p> <p>CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173</p> <p>CHAPTER 8 Asset Protection Strategies 189</p> <p>CHAPTER 9 Taxes and Tax-Saving Strategies 209</p> <p>CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235</p> <p>Final Comments 251</p> <p>Notes 255</p> <p>About the Author 287</p> <p>Index 289</p>
<b>Bishara A. Bahbah, PhD</b>, is a Certified Investment Management Analyst (CIMA®), a Certified Wealth Strategist (CWS<sup><small>TM</small></sup>), 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.
<b>Praise for Wealth Management in Any Market</b> <p>"Given the unprecedented times we have experienced in the financial markets, it is essential for people of any net worth to read <i>Wealth Management in Any Market.</i> It provides readers with a basic and simple way to assure financial security during all phases of wealth management. As an experienced practitioner in the business, Dr. Bahbah takes the complexities out of wealth management and gives his audience a realistic, relevant, and applicable approach to achieving their goals. A must-read, particularly during these historic times."—George Catch President and CEO, JPMorgan Funds Management, Inc.</p> <p>"Dr. Bishara Bahbah's book, <i>Wealth Management in Any Market</i>, is the single most comprehensive investment book I have seen in years. It offers wise advice on the full range of investor interests: the stock market, insurance, estate planning, and retirement accounts, among many others. This is an indispensable and highly readable reference that investors will want to use in their financial planning now and for many years to come."—Peter J. Tanous President & CEO, Lynx Investment Advisory, and author of Investment Gurus</p> <p>"<i>Wealth Management in Any Market</i> includes a host of tools for optimizing quality of life. The less wealth you have, the more you need this. The more you have, the more you can use this. Bishara Bahbah is a master of simple explanations for complex topics."—Peter Seeley Investment Strategist, Morgan Stanley Asset Management</p> <p>"<i>Wealth Management in Any Market</i> is a very readable and well-organized book, and jam-packed with useful information—it will be read eagerly by all of those who are searching for concise information and excellent advice about managing their money."—Michael D. Piburn Professor Emeritus, Arizona State University</p>

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