No one would deny that wealthy families face new and unique challenges that can make planning for the future more difficult than ever. A byzantine U.S. tax code, increasingly complex global markets and a growing cultural disdain for the “wealthy” pose new threats to the American investor.
In this clear-sighted and urgent guide to managing your wealth, Matthew Shafer calls on his years of advising experience and his background as an economist to chart a new course toward financial success and confidence Shafer outlines how new investment strategies, based on cutting-edge analytics and behavioral finance, can help you navigate today’s uncertain economic terrain and harness the mass psychology that drives market trends. Armed with a resilient outlook and an economist’s insight into the future, Shafer argues that the road ahead is not all doom and gloom; in fact, there are good reasons to be very optimistic about the future of your wealth.
Raymond James does not endorse the opinions of Matthew Shafer or “The Future of Your Wealth: How the World Is Changing and What You Need to Do about It” book.
The Future of Your Wealth is available on Amazon.
“Matt sends a timely educational message that is heartfelt, poignant, holistic and inspiring”
Paul Michael Viollis Sr., PhD.
Chief Executive Officer
Risk Control Strategies, Inc.
“While often vilified, most wealthy folks worked hard for their money and require constant care and guidance in preserving and passing on the fruit of their labors. Matthew Shafer offers just that in a clear and concise new book, The Future of Your Wealth. Building on years of experience as an investment advisor, Shafer offers valuable insights to those who, despite notions to the contrary, need advice just as badly as any of us, even if they are different from you and me.
Ron Insana
CNBC Contributor
“With exceptional clarity, precision, insight and practicality, Matthew Shafer skillfully delivers enduring and useful guidance that will help mainstream investors understand and apply essential financial concepts to help preserve and build wealth.”
David M. Darst, CFA
Former Managing Director and Chief Investment Strategist
Morgan Stanley Wealth Management
