No one would deny that wealthy families face new and unique challenges that can make planning for the future more difficult than ever before. 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 peace of mind. 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. In April, Matt and The Future of Your Wealth was featured in the USA Today article, Seven Big Mistakes Couples Make in Retirement.
Matt Shafer is a graduate of American University in Washington DC, where he obtained a BA in Economics and an MA in Economics with a concentration in International Financial Markets. In 2005, Matt attended the Haas School of Business at the University of California at Berkley where he obtained the title of Certified Investment Management Analyst (CIMA®) and joined the Investment Management Consultants Association (IMCA).
Matt represents the 3rd generation of his family to provide wealth management advice to successful professionals, business owners and investors. He began his Wealth Management career in 1997 and currently leads a team of Financial Advisors based in South Florida, New England and Michigan.
Matt has been named one of the top 1,000 Financial Advisors in the U.S. by Barron’s Magazine (2009) and has received several national recognitions including “Premier Advisor” by the National Association of Board Certified Advisory Practices (2012). He also writes a wealth management column for Worth Magazine. Matt lives in Boca Raton, Florida with his wife and two children.