Wealth Management in Any Market

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.

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