Wealth Without Worry:

The Methods of Wall Street Exposed

 

Wall Street hates this book. They know you'll love it.

Most investment strategies focus on improving returns through market timing and stock picking—techniques known as active management. If these practices are so effective, why do returns for the overwhelming majority of investors lag well behind the market indices year after year?

In Wealth Without Worry, authors James Whiddon and Lance Alston expose Wall Street’s flawed system and offer a proven alternative to chasing returns. While Wall Street firms claim they can help investors pick winning securities and time the market’s ups and downs, Whiddon and Alston clearly demonstrate how market returns can be harnessed simply and consistently through a properly diversified portfolio.

Wealth Without Worry is based on Nobel Prize-winning research in economics—what has become known as Modern Portfolio Theory (MPT). The investing principles outlined in this book have been tested and refined for decades in both academia and the real world. Wealth Without Worry shows readers how to apply these principles using a super-diversified Market Return Portfolio™ (MRP).

By not succumbing to Wall Street shell games, all investors can have long-term success. Wealth Without Worry gives readers a map to the last investment strategy they’ll ever need.

Read excerpts from the book here.

 

 

 

 

 

 

 

 

ABOUT THE AUTHORS

James N. Whiddon, CFP®, earned his Bachelor of Science from Texas A&M University and masters’ degree in financial planning from The American College. He is a frequent speaker and writer on financial topics. He, along with Lance Alston, hosts “The Investing Revolution,” a weekly investment talk show on WBAP 820 AM.

Jim has been selected as one of “Dallas’ Best Financial Planners” by D Magazine and the firm was named a “Wealth Master” by Bloomberg Wealth Management Magazine. In addition, he has been interviewed by various media outlets, including Good Morning Texas, Investment News, On WallStreet.com, Reuters, Dallas Morning News, Financial Advisor, Dallas Business Journal, Dentist’s Money Digest, Dental Practice Report, Physicians Money Digest and Registered Rep for his expertise in the areas of financial planning and investment management. He is President and CEO of JWA Financial Group in Dallas, TX.

Lance Alston, CFP®, is an alumnus of The University of Texas in Austin and holds a masters degree in Economics from George Mason University. He co-hosts “The Investing Revolution,” a weekly investment talk show on WBAP 820 AM.

Lance has been selected as one of “Dallas’ Best Financial Planners” by D Magazine and also serves as a frequent resource for financial journalists and has been interviewed by The Dallas Morning News, Financial Planning Magazine, Dallas Business Journal, Better Investing Magazine, Physicians Financial News and National Public Radio. He is Vice President and Principal of JWA Financial Group in Dallas, TX.

 

 

RECENT PRAISE FOR

WEALTH WITHOUT WORRY

 

In managed investing, Wall Street owns the casino and invites us to play at their tables. And 'the house' always wins. Mr. Whiddon and Mr. Alston march to a different drummer. With their market return approach, you own the market. You own the entire casino. You own capitalism, which has been successful since it was created.

Scott Burns, Dallas Morning News

 

 

Wealth Without Worry helps investors avoid classic mistakes such as futile market timing and chasing today’s hot funds that become tomorrow’s turkeys.  Whiddon then lucidly describes a better way to achieve financial security.

Burton G. Malkiel, author of

A Random Walk Down Wall Street,

8th Ed., W.W. Norton

 

 

Jim Whiddon scales the fortress of the financial services industry and exposes its well-guarded secrets. Wealth Without Worry is a must-read for any intelligent investor.

Gary Belsky, coauthor of Why Smart People Make Big Money Mistakes and

How to Correct Them: Lessons from the New Science of Behavioral Economics

 

 

There are big odds against you at the Wall Street casino! Whiddon shows you how they fix the game and explains a simple and easy winner’s strategy. Play by these rules to build wealth the worry-free way.

Paul B. Farrell, JD, PhD, columnist, CBSMarketWatch.com

 

 

Investors who repose trust and confidence in the brokerage industry are ignoring the fact that brokers are emperors with no clothes. Brokers enrich themselves and their firms at the expense of their clients. Whiddon’s book gives investors the tools to make intelligent investment decisions without participating in a system that stacks the deck against them.

Dan Solin, author of

Does Your Broker Owe You Money?

 

 

Ever feel like the odds are stacked against you in the investing game? Whiddon criticizes the current market practices while also offering time-tested advice and data that prove that market returns are there for the taking.

Physician’s Money Digest


Too many investors believe the Wall Street marketing machine when they pick financial advisors and develop investment strategies. The combination of bad advice and volatile markets can destroy their financial futures. Wealth Without Worry debunks several prominent Wall Street myths and provides investors with a viable, proven alternative that increases the probability of achieving their financial goals.

Jack Waymire, author of

Who’s Watching Your Money?

 

 


 

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