Wealth Management in Any Market

Timeless Strategies for Building Financial Security

Inbunden, Engelska, 2009

368 kr

Beställningsvara. Skickas inom 5-8 vardagar. Fri frakt över 249 kr.

Beskrivning

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

Utgivningsdatum:2009-03-20
Mått:160 x 236 x 28 mm
Vikt:522 g
Format:Inbunden
Språk:Engelska
Antal sidor:320
Förlag:John Wiley & Sons Inc
ISBN:9780470405284

Utforska kategorier

Mer om författaren

Bishara A. Bahbah, PhD, is a Certified Investment Management Analyst (CIMA®), a Certified Wealth Strategist (CWSTM), 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.

Innehållsförteckning

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