Bishara A. Bahbah

Wealth Management in Any Market (eBook, PDF)

Timeless Strategies for Building Financial Security

• Format: PDF

Produktbeschreibung

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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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 300
• Erscheinungstermin: 20. November 2009
• Englisch
• ISBN-13: 9780470449226
• Artikelnr.: 37292435

Autorenporträt

Bishara A. Bahbah, PhD, 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 PhD from Harvard University where he also taught at the Kennedy School of Government.

Inhaltsangabe

Foreword. Preface. Author's Note. Acknowledgments. Chapter 1. Wealth
Management: The Cornerstone Of Your Future Security. Chapter 2. The 15
Ingredients of a Successful Investment Strategy. Chapter 3. Why Everyone
Needs an Estate Plan. Chapter 4. Learn To Save and Properly Manage Your
Debt. Chapter 5. How to Plan for a Comfortable Retirement? Chapter 6. Why
Insurance Is a Must in Your Wealth Management Plan. Chapter 7. How to Plan
Your Gifting and Maximize Its Value. Chapter 8. Asset Protection
Strategies. Chapter 9. Taxes and Tax-Saving Strategies. Chapter 10. The
Role and Qualities of an Exceptional Wealth Advisor. Final Comments. Notes.
About the Author. Index.