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

by Bishara a. Bahbah (Author)

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.

Front Jacket

We've recently entered uncharted waters when it comes to finding financial security. The bursting of the housing bubble; the subprime lending crisis; the ensuing credit crunch; and the collapse of major brokerage firms and banks have contributed to an unprecedented upheaval in financial markets--and forced many of us to reassess how we manage our finances. While these episodes can be unsettling, there are strategies that can get you through even the toughest of times.

Expert wealth manager Bishara Bahbah understands the intricate issues that make up the wealth management process, and now, with this insightful and easy-to-read book, he offers a solution to creating financial security. From explaining the basics of wealth management to outlining the fifteen ingredients of a successful investment strategy, Bahbah skillfully addresses the importance of a focused financial approach in today's increasingly complex world.

Page by page, you'll become familiar with the various aspects of the wealth management discipline, including:

• Selecting your wealth management team and defining each member's role

• Learning to save and better manage your debt

• Utilizing insurance to mitigate against catastrophic losses, and create wealth for your heirs through life insurance

• Planning for your retirement as well as your health and long-term care needs

• Preparing an estate plan that will effectively execute your wishes once you are gone

• Protecting your hard-earned assets in an age when many lawsuits are frivolous and awards are extravagant

• Gifting during your life, and after your death, in a way that maximizes your gift values

• Minimizing and managing your tax liabilities

Juggling the responsibilities of work, a family life, and other concerns, while trying to deal with various wealth management issues can be difficult. That's why you should seek the assistance of someone in this field, or at least become familiar with how the wealth management process works. Both informative and accessible, this reliable resource will show you what it takes to survive and thrive in any market, and put you in a better position to assemble a knowledgeable wealth management team to help you on your way.

Back Jacket

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

Author Biography

Bishara A. Bahbah, PhD, is a Certified Investment Management Analyst (CIMA(R)), 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.