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Wealth management in any market : timeless strategies for building financial security /

by Bahbah, Bishara A.,
Published by : Wiley, (Hoboken, NJ :) Physical details: xx, 300 p. : ill. ; 24 cm. ISBN: 0470405287 Subject(s): Finance, Personal. | Investments. Year: 2009
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Item type Location Call Number Status Notes Date Due
Book Book AUM Main Library 332.02401 B266 (Browse Shelf) Available JBC/2012/6152

Includes bibliographical references (p. 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.

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