The Story of Rich (eBook)

A Financial Fable of Wealth and Reason During Uncertain Times

J. D. Joyce (Autor)

eBook Download: PDF

2012 | 1. Auflage
224 Seiten
John Wiley & Sons (Verlag)
978-1-118-42192-5 (ISBN)

Infos

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.

Autor

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 market 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.

Inhalt

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

Produkt-Details

• Erscheint lt. Verlag: 10.9.2012
• Vorwort: Brian S. Wesbury
• Sprache: englisch
• Themenwelt: Recht / Steuern ► Wirtschaftsrecht
• Themenwelt: Wirtschaft ► Betriebswirtschaft / Management ► Finanzierung
• Schlagworte: Finance & Investments • Finanz- u. Anlagewesen • Finanzwesen
• ISBN-10: 1-118-42192-2 / 1118421922
• ISBN-13: 978-1-118-42192-5 / 9781118421925