The Story of Rich

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