Wealth Shift: Profit Strategies for Investors as the Baby Boomers Approach Retirement

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Penguin, Jan 3, 2006 - Business & Economics - 160 pages
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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

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How we got here
Institutions Under Stress
Homeownership and Other Uncertain Investments
The Environment the Instruments and the Strategies
A New Emphasis on Value and Income
Chapter 6Preparing for the Wealth Shift

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About the author (2006)

Christopher D. Brooke, C.F.M., is a financial advisor to a select group of high-net worth individuals and families. Several top executives of Fortune 500 companies have entrusted him and his group with directing their investment and financial strategies.

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