3/07/2010

Review of Wealth Management in Any Market: Timeless Strategies for Building Financial Security (Hardcover)

This is one of the best resources you are ever going to find to help you navigate through the complexities of personal wealth management. The author, Dr. Bahbah, starts at a commonsense level explaining the components of a wealth management plan, how wealth management is different from financial management, and how to assemble your personal wealth management team. He defines the various kinds of investments and discusses fundamentals of investing, like the time value of money, asset allocation, diversification and rebalancing, and he has a chapter devoted to learning to save and managing debt.

There are chapters on estate planning, insurance, and charitable giving. Even a sophisticated investor will find useful information about protecting assets, using qualified plans, and figuring out what kind of insurance to buy. This book has a great deal more in-depth information than you can get from some of the better-known sources. It's all here, presented clearly, and you will easily be able to find the section you need when you're looking for information on a topic.

Dr. Bahbah has amazing credentials, starting with that PhD and going through a long list of experience and certifications. He is clearly well-qualified to be writing a book like this, which will serve you well as resource for your own wealth management plan.

--Sarah Sleight, co-author of "Wealth Management in the New Economy"




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