Wealth management in any market timeless strategies for building financial security - Bahbah, Bishara A. (John Wiley & Sons, 2009)
Includes bibliographical references (pages 255-285) and index
Wealth management: the cornerstone of your future security -- The 15 ingredients of a successful investment strategy -- Why everyone needs an estate plan -- Learn to save and properly manage your debt -- How to plan for a comfortable retirement -- Why insurance is a must in your wealth management plan -- How to plan your gifting and maximize its value -- Asset protection strategies -- Taxes and tax-saving strategies -- The role and qualities of an exceptional wealth advisor
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