Wealth Management in Any Market ：Timeless Strategies for Building Financial Security

Publication subTitle ：Timeless Strategies for Building Financial Security

Author： Bishara A. Bahbah  

Publisher： John Wiley & Sons Inc‎

Publication year： 2009

E-ISBN: 9780470449226

P-ISBN(Hardback):  9780470405284

Subject： F830.59 Investment

Language： ENG

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Description

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.

Chapter

Contents

pp.：  1 – 7

Foreword

pp.：  7 – 9

Preface

pp.：  9 – 11

Author’s Note

pp.：  11 – 17

Acknowledgments

pp.：  17 – 21

Chapter 1: Wealth Management

pp.：  21 – 23

Chapter 2: The 15 Ingredients of a Successful Investment Strategy

pp.：  23 – 37

Chapter 3: Why Everyone Needs an Estate Plan

pp.：  37 – 85

Chapter 4: Learn to Save and Properly Manage Your Debt

pp.：  85 – 97

Chapter 5: How to Plan for a Comfortable Retirement

pp.：  97 – 131

Chapter 6: Why Insurance Is a Must in Your Wealth Management Plan

pp.：  131 – 165

Chapter 7: How to Plan Your Gifting and Maximize Its Value

pp.：  165 – 195

Chapter 8: Asset Protection Strategies

pp.：  195 – 211

Chapter 9: Taxes and Tax-Saving Strategies

pp.：  211 – 231

Chapter 10: The Role and Qualities of an Exceptional Wealth Advisor

pp.：  231 – 257

Final Comments

pp.：  257 – 273

Notes

pp.：  273 – 277

About the Author

pp.：  277 – 309

Index

pp.：  309 – 311

LastPages

pp.：  311 – 323

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