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The Story of Rich: A Financial Fable of Wealth and Reason During Uncertain Times

J.D. Joyce, Brian Wesbury (Foreword by)
ISBN: 978-1-118-39014-6
192 pages
October 2012
The Story of Rich: A Financial Fable of Wealth and Reason During Uncertain Times (1118390148) cover image

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.

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Foreword ix

Preface xvii

Acknowledgments xxi

Chapter 1: Meet the Vivas 1

Chapter 2: Investment Plan 13

Chapter 3: Goals, Planning, and National Parks 27

Chapter 4: Goals and Objectives 39

Chapter 5: Risk Tolerance 53

Chapter 6: Asset Allocation and Meritage 67

Chapter 7: Mechanics of Investing and Winemaking 79

Chapter 8: The Marathon Runner and Time Horizon 95

Chapter 9: Cash Flow 111

Chapter 10: Trusted Advisor 125

Chapter 11: News versus Noise 135

Chapter 12: Family Dynamics 149

Chapter 13: Estate Planning 159

Epilogue 171

About the Authors 185

Index 187

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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.

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September 20, 2012
Top Financial Advisor Shares a Financial Fable of Wealth and Reason

Regardless of one’s wealth, age or experience, making the right investment decisions and executing an effective financial plan can be difficult, especially in today’s markets. But with the right guidance, everyone can avoid potential pitfalls and fulfill their financial dreams.

No one knows this better than author John David “J.D.” Joyce. Named a Top Financial Advisor by Barron’s, this leading wealth manager has worked closely with investors for almost two decades; helping them navigate through uncertain times in the economy, the markets, and their personal lives. Now, in his new book, The Story of Rich: A Financial Fable of Wealth and Reason During Uncertain Times (Wiley; October 2012; Hardcover & ebook; $40.00; ISBN: 978-1-118-39014-6), he shares his extensive insights.

Believing it is often easier to learn though stories, Joyce has created a financial fable – based on characters and personalities that are an amalgamation of investors he’s worked with over the years – to teach the investment ideas he’s learned. The protagonist, Rich Viva, recently sold his business and came into considerable cash. For over two decades, Rich has dedicated himself to building his company. His work was the core of his self-identity. Now that he has cashed out, Rich wants to make sure he doesn't squander his hard-earned money and that he can leave a legacy for his wife Peg and their two grown children. The story skillfully follows Rich’s journey as he learns about key investments concepts and the importance of developing an investment plan from his daily interactions with old friends and new acquaintances.

There’s a little bit of everyone in Rich Viva, and as the story progresses, readers will discover how the lessons he’s learned – from differentiating between the news and noises that affect investments to creating a cash flow ladder to provide for your needs – can readily be applied to readers’ own long-term investment endeavors.

Engaging and informative, The Story of Rich is the perfect guide for those concerned about protecting their hard-earned money and investing it wisely. Through this fable, Joyce hopes to help readers achieve their financial goals by putting them in a better position to develop an investment plan that has potential to stand the test of time.  

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