{"product_id":"the-story-of-rich-isbn-9781118390146","title":"The Story of Rich","description":"\u003cp\u003e\u003cb\u003eAn investing story that provides insights into dealing with your money and finding financial security \u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eMaking 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 \u003ci\u003eThe Story of Rich\u003c\/i\u003e\u003ci\u003e,\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003e 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, \u003ci\u003eThe Story of Rich\u003c\/i\u003e 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. \u003c\/p\u003e \u003cul\u003e \u003cli\u003eChronicles 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\u003c\/li\u003e \u003cli\u003ePresents lessons about investing, sometimes through comparisons to topics like marathon running or wine making, in the quest to make sense of fundamental investment concepts\u003c\/li\u003e \u003cli\u003eAuthor John David “J.D.” Joyce has been named a Top Financial Advisor by \u003ci\u003eBarron’s\u003c\/i\u003e in 2009, 2010 and 2011 \u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eEngaging and informative, \u003ci\u003eThe Story of Rich\u003c\/i\u003e is the perfect guide for those concerned about protecting their hard-earned money \u003ci\u003eand\u003c\/i\u003e investing it wisely.\u003c\/p\u003e \u003cp\u003eForeword ix\u003c\/p\u003e \u003cp\u003ePreface xvii\u003c\/p\u003e \u003cp\u003eAcknowledgments xxi\u003c\/p\u003e \u003cp\u003eChapter 1: Meet the Vivas 1\u003c\/p\u003e \u003cp\u003eChapter 2: Investment Plan 13\u003c\/p\u003e \u003cp\u003eChapter 3: Goals, Planning, and National Parks 27\u003c\/p\u003e \u003cp\u003eChapter 4: Goals and Objectives 39\u003c\/p\u003e \u003cp\u003eChapter 5: Risk Tolerance 53\u003c\/p\u003e \u003cp\u003eChapter 6: Asset Allocation and Meritage 67\u003c\/p\u003e \u003cp\u003eChapter 7: Mechanics of Investing and Winemaking 79\u003c\/p\u003e \u003cp\u003eChapter 8: The Marathon Runner and Time Horizon 95\u003c\/p\u003e \u003cp\u003eChapter 9: Cash Flow 111\u003c\/p\u003e \u003cp\u003eChapter 10: Trusted Advisor 125\u003c\/p\u003e \u003cp\u003eChapter 11: News versus Noise 135\u003c\/p\u003e \u003cp\u003eChapter 12: Family Dynamics 149\u003c\/p\u003e \u003cp\u003eChapter 13: Estate Planning 159\u003c\/p\u003e \u003cp\u003eEpilogue 171\u003c\/p\u003e \u003cp\u003eAbout the Authors 185\u003c\/p\u003e \u003cp\u003eIndex 187\u003c\/p\u003e  \u003cp\u003e\u003cb\u003eJOHN DAVID \"J.D.\" JOYCE\u003c\/b\u003e has been advising clients with their investments for nearly two decades. He has been named a Top Financial Advisor in the United States by \u003ci\u003eBarron's\u003c\/i\u003e 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.  \u003c\/p\u003e\u003cp\u003e\u003cb\u003eMATT JOYCE\u003c\/b\u003e 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 \u003ci\u003eDallas Business Journal\u003c\/i\u003e, and the \u003ci\u003eDurango Herald\u003c\/i\u003e.   \u003c\/p\u003e\u003cp\u003eRegardless of one’s wealth, age, or experience, making the right investment decisions and executing and effective financial plan can be difficult, especially in today’s markets. But with the right guidance, you can avoid potential pitfalls and fulfill your financial dreams.\u003c\/p\u003e \u003cp\u003eNo one knows this better than author John David “J.D.” Joyce. Named Top Financial Advisor by \u003ci\u003eBarron’s\u003c\/i\u003e, 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 \u003ci\u003eThe Story of Rich\u003c\/i\u003e, he shares his extensive insights with you.\u003c\/p\u003e \u003cp\u003eBelieving it is often easier to learn through stories, Joyce has created a financial fable—based on characters and personalities that are an amalgamation of investor’s ideas outlined here. The Protagonist, Rich Viva, recently sold his business and has come into considerable cash. Peg, his wife, has successfully handled the majoring of investing in the past. This story skillfully follows Rich’s journey as he learns about key investment concepts and the importance of developing and investment plan from his daily interactions with old friend and new acquaintances.\u003c\/p\u003e \u003cp\u003eThere’s a little bit of each of us in Rich Viva, and as the story progresses, you’ll discover how the lessons he’s learned—from differentiating between the news and noise that affects investments to creating a cash flow ladder to provide for your needs—can readily be applied to your own long-term investments endeavors. And while Rich admits early on that he’s uneasy about contemplating his financial future, you’ll stand by him as he gains the knowledge and confidence needed to bas investment decisions on logic, reason, and facts, instead of opinions and emotions.\u003c\/p\u003e \u003cp\u003eMost investors benefit by developing a plan that clearly targets their objectives. Engaging, entertaining, and. Above all, educational, \u003ci\u003eThe Story of Rich\u003c\/i\u003e will help you achieve this goal by putting you in a better position to develop an investment plan that has the potential to stand the test of time.\u003c\/p\u003e  \u003cp\u003eRegardless 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, you can avoid potential pitfalls and fulfill your financial dreams.  \u003c\/p\u003e\u003cp\u003eNo one knows this better than author John David \"J.D.\" Joyce. Named a Top Financial Advisor by \u003ci\u003eBarron's,\u003c\/i\u003e 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 \u003ci\u003eThe Story of Rich,\u003c\/i\u003e he shares his extensive insights with you.  \u003c\/p\u003e\u003cp\u003eBelieving it is often easier to learn through stories, Joyce has created a financial fable—based on characters and personalities that are an amalgamation of investors 's worked with over the years—to teach the investment ideas outlined here. The protagonist, Rich Viva, recently sold his business and has come into considerable cash. Peg, his wife, has successfully handled the majority of investing in the past, but Rich now wants to be more involved. This story skillfully follows Rich's journey as he learns about key investment concepts and the importance of developing an investment plan from his daily interactions with old friends and new acquaintances.  \u003c\/p\u003e\u003cp\u003eThere's a little bit of each of us in Rich Viva, and as the story progresses, you'll discover how the lessons he's learned—from differentiating between the news and noise that affects investments to creating a cash flow ladder to provide for your needs—can readily be applied to your own long-term investment endeavors. And while Rich admits early on that he's uneasy about contemplating his financial future, you'll stand by him as he gains the knowledge and confidence needed to base investment decisions on logic, reason, and facts, instead of opinions and emotions.  \u003c\/p\u003e\u003cp\u003eMost investors benefit by developing a plan that clearly targets their objectives. Engaging, entertaining, and, above all, educational, \u003ci\u003eThe Story of Rich\u003c\/i\u003e will help you achieve this goal by putting you in a better position to develop an investment plan that has the potential to stand the test of time.\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":47990347366629,"sku":"NP9781118390146","price":40.0,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1842\/7735\/files\/9781118390146.jpg?v=1761787453","url":"https:\/\/k12savings.com\/products\/the-story-of-rich-isbn-9781118390146","provider":"K12savings","version":"1.0","type":"link"}