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



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

J. D. Joyce, Brian S. Wesbury (Foreword by)

ISBN: 978-1-118-41778-2 September 2012 224 Pages


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.

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