Wealth Management in Any Market – Timeless Strategies for Building Financial Security
Timeless Strategies for Building Financial Security
Gebonden Engels 2009 9780470405284Samenvatting
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.
Specificaties
Lezersrecensies
Inhoudsopgave
<p>Preface ix</p>
<p>Author s Note xv</p>
<p>Acknowledgments xix</p>
<p>CHAPTER 1 Wealth Management: The Cornerstone of Your Future Security 1</p>
<p>CHAPTER 2 The 15 Ingredients of a Successful Investment Strategy 15</p>
<p>CHAPTER 3 Why Everyone Needs an Estate Plan 63</p>
<p>CHAPTER 4 Learn to Save and Properly Manage Your Debt 75</p>
<p>CHAPTER 5 How to Plan for a Comfortable Retirement 109</p>
<p>CHAPTER 6 Why Insurance Is a Must in Your Wealth Management Plan 143</p>
<p>CHAPTER 7 How to Plan Your Gifting and Maximize Its Value 173</p>
<p>CHAPTER 8 Asset Protection Strategies 189</p>
<p>CHAPTER 9 Taxes and Tax–Saving Strategies 209</p>
<p>CHAPTER 10 The Role and Qualities of an Exceptional Wealth Advisor 235</p>
<p>Final Comments 251</p>
<p>Notes 255</p>
<p>About the Author 287</p>
<p>Index 289</p>
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Rubrieken
- advisering
- algemeen management
- coaching en trainen
- communicatie en media
- economie
- financieel management
- inkoop en logistiek
- internet en social media
- it-management / ict
- juridisch
- leiderschap
- marketing
- mens en maatschappij
- non-profit
- ondernemen
- organisatiekunde
- personal finance
- personeelsmanagement
- persoonlijke effectiviteit
- projectmanagement
- psychologie
- reclame en verkoop
- strategisch management
- verandermanagement
- werk en loopbaan