Beschreibung
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.
Inhaltsverzeichnis
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.
Autorenporträt
Bishara A. Bahbah, PhD, is a Certified Investment Management Analyst (CIMA(r)), 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.