Regardless 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.
No one knows this better than author John David “J.D.” Joyce. Named 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 The Story of Rich, he shares his extensive insights with you.
Believing 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.
There’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.
Most investors benefit by developing a plan that clearly targets their objectives. Engaging, entertaining, and. Above all, educational, The Story of Rich 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.
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, you can avoid potential pitfalls and fulfill your 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 The Story of Rich, he shares his extensive insights with you.
Believing 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.
There’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.
Most investors benefit by developing a plan that clearly targets their objectives. Engaging, entertaining, and, above all, educational, The Story of Rich 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.
About the Author
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.
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