Wealth Shift

Wealth Shift describes the enormous financial impact on all investors as they approach retirement, and their accumulated investments “shift” from wealth accumulation to wealth preservation. 

No matter what a person’s age or current financial profile, they need to know what to do about: preserving and growing wealth, pre-retirement and retirement investment strategies, real estate opportunities and challenges, hot investment sectors- healthcare, leisure, and entertainment, construction and infrastructue-and the future for bonds, dividends, and stocks. 

With real-life examples and sensible advice, Wealth Shift identifies challenges and opportunities, and defines the important courses of action that both anticipate and capitalize on the enormous shifts ahead. Whether a person is already retired, an early or late-stage boomer, a Gen Xer or younger, the good news is that they can: 

- Develop strategies for preserving and growing wealth in the looming wealth shift
- Learn how to be part of the wave that will lead the American economy
- Discover the effects of political institutions and a consumer economy under stress
- Take advantage of opportunities in real estate and other viable investments