The Story Of Rich: A Financial Fable Of Wealth And Reason During Uncertain Times

An investing story that provides insights into dealing with your money and finding financial security
Making the right investment decisions and executing an effective financial plan can be difficult, especially in today’s markets. But with the right guidance you can achieve this goal. Now, in The Story of Rich, leading wealth manager John David “J.D.” Joyce shows you how. Based on his real-world experiences with investors throughout his successful career, this book offers meaningful advice about financial planning and investing.
Designed for those with significant assets who are nearing or recently retired, as well as individuals who have recently come into new money through business or inheritance, The Story of Rich skillfully explains financial planning and investing through a fable of a man who sells a business he’s worked so hard to build, and now finds himself with more money then he’s ever had to deal with. Along the way, this book teaches you about important investment concepts and presents you with tools to consider your options and choose an appropriate investment strategy.

* Chronicles the fictional story of a recently retired businessman who is worried about making the most of his money now that he's no longer generating regular income
* Presents lessons about investing, sometimes through comparisons to topics like marathon running or wine making, in the quest to make sense of fundamental investment concepts
* Author John David “J.D.” Joyce has been named a Top Financial Advisor by Barron’s in 2009, 2010 and 2011

Engaging and informative, The Story of Rich is the perfect guide for those concerned about protecting their hard-earned money and investing it wisely.

John David “J.D.” Joyce has been advising clients with their investments for nearly two decades. He has been named a Top Financial Advisor in the United States by Barron’s magazine. Throughout his career, in his role as financial and wealth advisor with a major Wall Street firm, J. D. has assisted high-net-worth investors through various markets cycles as well as their personal life changes.

Matt Joyce is a journalist and writer who has worked in the news business in Texas, Wyoming, Colorado, and New Mexico. He has held reporting positions with the Associated Press, the Dallas Business Journal, and the Durango Herald.

Foreword
Preface
Acknowledgments
Chapter 1 Meet the Vivas
Chapter 2 Investment Plan
Chapter 3 Goals, Planning and National Parks
Chapter 4 Goals and Objectives
Chapter 5 Risk Tolerance
Chapter 6 Asset Allocation and Meritage
Chapter 7 Mechanics of Investing and Wine Making
Chapter 8 The Marathon Runner and Time Horizon
Chapter 9 Cash Flow
Chapter 10 Trusted Advisor
Chapter 11 News vs. Noise
Chapter 12 Family Dynamics
Chapter 13 Estate Planning
Chapter 14 Epilogue
About the Authors
Index