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

  • ID: 844111
  • Book
  • 300 Pages
  • John Wiley and Sons Ltd
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Praise for Wealth Management in Any Market

"Given the unprecedented times we have experienced in the financial markets, it is essential for people of any net worth to read Wealth Management in Any Market. It provides readers with a basic and simple way to assure financial security during all phases of wealth management. As an experienced practitioner in the business, Dr. Bahbah takes the complexities out of wealth management and gives his audience a realistic, relevant, and applicable approach to achieving their goals. A must–read, particularly during these historic times." George Catch President and CEO, JPMorgan Funds Management, Inc.

"Dr. Bishara Bahbah′s book, Wealth Management in Any Market, is the single most comprehensive investment book I have seen in years. It offers wise advice on the full range of investor interests: the stock market, insurance, estate planning, and retirement accounts, among many others. This is an indispensable and highly readable reference that investors will want to use in their financial planning now and for many years to come." Peter J. Tanous President & CEO, Lynx Investment Advisory, and author of Investment Gurus

"Wealth Management in Any Market includes a host of tools for optimizing quality of life. The less wealth you have, the more you need this. The more you have, the more you can use this. Bishara Bahbah is a master of simple explanations for complex topics." Peter Seeley Investment Strategist, Morgan Stanley Asset Management

"Wealth Management in Any Market is a very readable and well–organized book, and jam–packed with useful information it will be read eagerly by all of those who are searching for concise information and excellent advice about managing their money." Michael D. Piburn Professor Emeritus, Arizona State University

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Foreword vii

Preface ix

Author s Note xv

Acknowledgments xix

CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1

CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15

CHAPTER 3 Why Everyone Needs an Estate Plan 63

CHAPTER 4 Learn to Save and Properly Manage Your Debt 75

CHAPTER 5 How to Plan for a Comfortable Retirement 109

CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143

CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173

CHAPTER 8 Asset Protection Strategies 189

CHAPTER 9 Taxes and Tax–Saving Strategies 209

CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235

Final Comments 251

Notes 255

About the Author 287

Index 289

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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.
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