Wall Street has yet to provide investors with a true benchmark representing the whole market. You need some way to measure your portfolio return against the extended capital market system. You need a market return benchmark.
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Order your advanced copy of our soon to be released book, An anthology of interviews and topics taken from their popular radio show by the same name, this book encapsulates that magic moment when a trend or idea crosses the threshold and starts a movement. Listen each week on WBAP 820 AM and find out what many investors already know. Release Date: October 2008 |
Fill out the form below to pre-order The Investing Revolution – Taking on the Tyrants of Wall Street
In order to better serve all our clients, we accept online client feedback, suggestions and comments. This feedback will be addressed by the appropriate department in a timely manner and all entries will be addressed by the executive staff. It is the mission of JWA Financial Group to provide the highest level of customer service and investment management to all clients.
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Click on a book to order through amazon.com.
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Sway: The Irresistible Pull of Irrational Behavior Drawing on cutting-edge research from the fields of social psychology, behavioral economics, and organizational behavior, Sway reveals dynamic forces that influence every aspect of our personal and business lives, including loss aversion (our tendency to go to great lengths to avoid perceived losses), the diagnosis bias (our inability to reevaluate our initial diagnosis of a person or situation), and the “chameleon effect” (our tendency to take on characteristics that have been arbitrarily assigned to us). |
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Fleeced: How Barack Obama, Media Mockery of Terrorist Threats, Liberals Who Want To Kill Talk Radio, The Do-Nothing Congress, Companies That Help Iran, And Washington Lobbyists For Foreign Governments Are Scamming Us…And What To Do About It In this hard-hitting call to arms, Dick Morris and Eileen McGann reveal the hundreds of ways American tax-payers are routinely fleeced–by our own government; by foreign countries like Dubai that are gobbling up American interests and spending millions to influence government decisions and American public opinion; by Washington lobbying firms that are pushing the agendas of corrupt foreign dictators on Capitol Hill; and by hedge-fund billionaires collecting huge tax breaks courtesy of the IRS. |
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DISCLOSURE:
Links to other sites are provided for your convenience. JWA Financial Group, Inc. does not endorse, verify or attest to the accuracy of the content of the web sites that are linked and accepts no responsibility for their use or content.
Retirement Planning
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Investing Issues
We are located on the South/East service road of 635 and Preston Road.
You’ll pass:
- Texaco Gas Station
- Citadel Apartments
- Newly constructed white stone/red tile office complex
Turn right after the white stone buildings, and then an immediate left into the parking garage.
We are in the two story, red brick building with large black windows. You will also see a large black sign advertising tenants in our building. Once inside our parking garage you may park in spot number 143. Then take the elevator up to the first floor and our office will be directly in front of you as you step off of the elevator.
(If you miss the turn into our parking garage turn right at the next street. Then right again at the next street. This will take you up a residential street back to Preston Road. Turn Right on Preston and the right again on the service road.)
JWA Financial Group, Inc.
6200 LBJ Freeway Suite 180
Dallas,TX 75240
Click on a book to order through amazon.com.
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Wealth Without Worry: The Methods of Wall Street Exposed What Wall Street says and does, and where it leads, most investors blindly follow. Wealth Without Worry is not for those followers. It is for investors who have always suspected that Wall Street is only interested in promoting a system that benefits itself first. |
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Money, A Memoir There’s a direct correlation between how well a woman takes care of herself financially and how well she feels about herself. So claims Perle’s book, an exploration of how women spend, ignore and feel about one of the world’s most important and controversial subjects: money. |
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The Battle for the Soul of Capitalism This book tells not just a story about what went wrong but, more important, the story of why we lost our way and of how we can right our course. Bogle argues for a return to a governance structure in which owners’ capital that has been put at risk is used in their interests rather than in the interests of corporate and financial managers. |
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Confessions of a Wall Street Analyst Reingold, a prominent Wall Street analyst from 1989 to 2003, sets out to give a first-person narrative about business fraud and scandal. He claims the book’s contents are true, and unfair and often-illegal use of inside information continues. He believes that the average investor can never win the stock-market game, which belongs to the insiders. |
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The Coming Generational Storm In 2030, as 77 million baby boomers hobble into old age, there will be twice as many retirees as there are today but only 18 percent more workers. According to Kotlikoff and Burns, if our government continues the course it has set, we’ll see skyrocketing tax rates, drastically lower retirement and health benefits, high inflation, a rapidly depreciating dollar, unemployment, and political instability. Kotlikoff and Burns propose bold new policies, including meaningful reforms of Social Security, and Medicare. |
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Take on the Street Investors today are being fed lies and distortions, are being exploited and neglected. A culture of gamesmanship has grown among corporate management, financial analysts, brokers, and fund managers, making it hard to tell financial fantasy from reality, salesmanship from honest advice. Levitt, former chairman of the Securities and Exchange Commission, shows how you can take matters into your own hands. |
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Who Really Cares: America’s Charity Divide Charity matters—not just to the givers and to the recipients, but to the nation as a whole. It is crucial to our prosperity, happiness, health, and our ability to govern ourselves as a free people. In Who Cares, Brooks outlines who gives, who doesn’t and suggests strategies for expanding the ranks of givers, for the good of all Americans. |
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Does Your Broker Owe You Money? Millions of investors may be victims of broker fraud. Are you one of them? Can you recover your losses? Daniel Solin explores various was that brokers have cheated their clients and he discuss ways to reclaim your lost money. |
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The Little Book of Common Sense Investing John Bogle’s latest reiterates that investing is really just common sense. The real formula for investment success, he says, is to own the entire market, while significantly minimizing the costs of financial intermediation. |
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Devil Take the Hindmost Devil Take the Hindmost is an original and challenging history of stock-market speculation from the seventeenth century to the present day. Through vivid accounts of the speculative activities (wise and unwise) of investors ranging from Daniel Defoe and Benjamin Disraeli to Ivan Boesky and Hillary Rodham Clinton, Edward Chancellor shows that speculation is not driven solely by the desire to make money–by fear and greed–but springs from a wider range of human compulsions and aspirations. |
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The Moral Consequences of Economic Growth Friedman, the William Joseph Maier Professor of Political Economy at Harvard University, presents a persuasive, wide-ranging argument that broadly distributed economic growth provides benefits far beyond the material: creating and strengthening democratic institutions, establishing political stability, fostering tolerance, and enhancing opportunity. |
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Random Walk Down Wall Street: Including a Life-Cycle Guide to Personal Investing An unconventional guide to investing in Wall Street tells how to put together a broad portfolio of stocks through sidestepping the experts and how to rate the potential of a stock, bond, money market fund, or other investment. |
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Myths, Lies and Downright Stupidity: Get Out The Shovel - Why Everything You Know is Wrong Investigative reporter for ABC’s 20/20, Stossel is well known for his impatient "Give Me a Break" reports. In a writing style similar to his television personality, Stossel’s book debunks several popular misconceptions from media bias to world overpopulation. He presents a series of "myths" and then deploys an investigative journalism shovel to unearth "truth." |
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Capital Ideas When the 1974 recession hit Wall Street, investment professionals desperately turned to academia to help regain the value of their clients’ holdings. Bernstein shows how Wall Street finally embraced the advances wrought in academic seminars and technical journals that ultimately transformed the art of investing. |
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The Number Eisenberg believes "the number"—the amount of money and resources people will need to enjoy the life they desire, especially post-career—is as much about self-worth as it is net worth. The Number is not an investment guide, but a look at how to get a grip on our most common financial and emotional conflicts. |
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Against the Gods : The Remarkable Story of Risk What is it that distinguishes the thousands of years of history from what we think of as modern times? This is the question Peter L. Bernstein asks in the beginning of his new book, Against the Gods, and the answer put simply is…risk management. |
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Winning the Loser’s Game Ellis’s book is considered by many to be a classic analysis of investing, with the premise that individual investors can achieve far greater success working with financial markets than against them, one that has grown increasingly popular in today’s hard-to-predict markets. The latest edition offers updated strategies to leverage the power of time and compounding, protect against down cycles, and more. |
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Understanding ERISA, An Eight Step Guide For Trustees and Advisors This booklet offers a framework for assisting advisors and trustees in the development of a system which will fulfill their fiduciary obligations. The standards outlined in this booklet will aid trustees in attaining the greatest value for their plans. |
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The Paradox of Choice We normally assume in America that more options will make us happier, but Schwartz shows the opposite is true, arguing that having all these choices actually goes so far as to erode our psychological well-being. Part research summary, part introductory social sciences tutorial, part self-help guide, this book offers concrete steps on how to reduce stress in decision making. |
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Restatement of the Law, 3rd, Trusts: Prudent Rule Must read for all trust fiduciaries, retirement plan sponsors, advisors, etc. This recent restatement of the Prudent Investor Rule recognizes the contributions of Modern Portfolio Theory, indexing, and asset class diversification. Ignorance of the law is no excuse! |
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In Defense of Globalization Bhagwati takes on the critics, revealing that globalization, when properly governed, is in fact the most powerful force for social good in the world today, writing that globalization actually often alleviates many of the problems for which it has been blamed. Anyone who wants to understand what’s at stake in the globalization wars must read In Defense of Globalization. |
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The E Myth Revisited In this bestseller, Mr. Gerber dispels the myths of starting a business and shows how commonplace assumptions can get in the way of running a business. He draws the distinction between working on your business and working in your business. |
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The Wall Street Self-Defense Manual: A Consumer’s Guide to Intelligent Investing "This book won’t tell you how to pick stocks. It won’t tell you how to get rich quick. It won’t tell you how to whip Warren Buffett in your spare time. What this book will tell you is how to be a smarter investor. It will tell you why you shouldn’t try to pick stocks, get rich quick, or whip Warren Buffett." |
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On Your Own Profiles four composite women in different life situations and follows each as she deals with grief and loneliness, organizes her finances, works with financial advisors, develops a budget and investment plan, and protects her assets. |
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When Washington Shut Down Wall Street The outbreak of WWI in 1914 yielded a gold outflow the jeopardized America’s reputation with creditor nations and sent the world market value of the dollar into a tailspin. Enter Treasury Secretary William McAdoo, lawyer turned financier, who closed the New York Stock Exchange for four months, beginning on July 31, 1914. Silber follows McAdoo’s trials and tribulations as he creates the Federal Reserve and averts disaster with a clinical, well-sourced narrative. |
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On The Wealth of Nations While irreverently dissecting Adam Smith’s 18th-century antimercantilist classic, The Wealth of Nations, O’Rourke continues the dogged advocacy of free-market economics of his own books, such as Eat the Rich. His analysis renders Smith’s opus more accessible, while providing the perfect launching pad for O’Rourke’s opinions on contemporary subjects. |
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DISCLOSURE:
Links to other sites are provided for your convenience. JWA Financial Group, Inc. does not endorse, verify or attest to the accuracy of the content of the web sites that are linked and accepts no responsibility for their use or content.
JWA Financial Group wants to be a resource to passive, asset-class investors. As such, the information and links on the referenced pages are updated frequently. As investing topics are discussed on our weekly radio show, articles on the topics typically follow. If you enjoy the radio discussions, we suggest you sign up for our quarterly magazine that highlights all guest interviews.
JWA market return Benchmark Results
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Benchmark |
2007 |
2007 YTD |
3 Year |
5 Year |
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Market Return Benchmark |
5.51%
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-2.10%
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12.66%
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19.23%
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S&P 500 Index |
5.49%
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-3.80%
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8.62%
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12.83%
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The Market Return Benchmark is not an investment product or fund that can be directly invested in.
Tracking Your Portfolio With the Market Return Benchmark
When someone mentions the stock market, most people immediately think of the S&P 500 or maybe the Dow Jones Industrial Average. These familiar indexes have become synonymous with the market; even though, combined, they only represent approximately 12 percent of all US stocks. And that’s not even considering international stocks, which make up 60 percent of the world’s capital markets.
Indexes made sense fifty years ago because they were easy to calculate and follow. Although they were only relatively small samples of stocks, these indexes gave us a general indication of how the market had performed. Over the last five decades, however, investing has been revolutionized by the advent of computers and Modern Portfolio Theory. We now know that proper investing requires six to fifteen different asset classes. So why does the investing world insist on referring to only one or two indexes as “the market?”
A single index simply cannot tell the complete story of the stock market. Thinking in terms of a few indexes naturally encourages investors to make classic investing mistakes. They chase after the best-performing index because they are focusing on the individual components rather than a comprehensive portfolio. But itÕs the return of the entire portfolio that will determine whether your financial objectives will be achieved. Investors need a single benchmark for measuring the return of their portfolio, rather than piecemeal indexes telling only part of the story.
Amazingly, Wall Street has yet to create a true benchmark of the whole market for investors. Enter the Market Return Benchmarkª.
The Market Return Benchmark provides a way to measure your portfolio return against the extended capital market system, which includes small and large US stocks, as well as small and large international stocks (including emerging markets). We created the Market Return Benchmark to include many asset classes, which are combined to represent the capital markets. (The Market Return Benchmark includes more than 13,000 equities in contrast to the thirty Dow Jones Industrial stocks or the stocks in the S&P 500 Index.) This is the new standard by which a portfolio should be measured - capital market return.
Investing has become much more of a science than an art. It’s time we stopped using ancient, ineffective methods of investing (active management) and outdated tools for measuring success (indexes). The Market Return Benchmark focuses investors on a standard of measurement that reflects a market return philosophy and keeps the emphasis on the complete portfolio rather than the pieces. In short, indexes are created for money managers. The Market Return Benchmark is the first standard of measurement created for individual investors.
In The works: A New Book
JWA is proud to announce the Fall release of Jim Whiddon and Lance Alston’s new book. An anthology of critical financial and investing topics, it will highlight the last five years of The Investing Revolution. We encourage our active listeners to submit topics, ideas and guests for inclusion. As a radio show that aims to give you a new perspective on economic topics, we hope Volume 1 of this new series, published by Brown Books, will do the same.
Excerpts from the book:
Fool’s Gold
Articles Arranged alphabetically by topic
College: Prepaid Tuition
Estate Planning: Beneficiaries
Estate Planning: Executors
Estate Planning: InheritanceEstate Planning: Leaving A Legacy
Estate Planning: Strategies
Financial Services Industry: Interview with John Bogle
Inflation: Consumer Price Index
Inflation: What Is It?
Institutional Asset Class Mutual Funds
Investing: Defensive Investing
Investing: Fundamentals
Investing: Long Term
Investing: Mistakes
Long-Term Care: At What Age
Long-Term Care: Calculating the Cost
Long-Term Care: Features
Long-Term Care: Life Insurance
Mutual Funds: Dollar-Weighted Returns
Mutual Funds: Marketing
Mutual Funds: Scandals
Passive Investing: Objections
Rebalancing: Part 1
Rebalancing: Part 2
Rebalancing: Part 3
Retirement: Nest Egg
Retirement: Now What?
Retirement: What It Costs
Trusts: Fact or Fiction
Trusts: Incentive Trusts
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? 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.
Recent Praise of 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
‘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
SEC REQUIREMENTS
JWA Financial Group Inc. (”JWA”) is an SEC registered investment adviser located in Dallas, TX. JWA and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered investment advisers by those states in which JWA maintains clients. JWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. JWA’s web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the JWA’s web site on the internet should not be construed by any consumer and/or prospective client as JWA’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by JWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of JWA, please contact the United States Securities and Exchange Commission and/or the state securities law administrators for those states in which JWA maintains a notice filing. A copy of JWA’s current written disclosure statement discussing JWA’s business operations, services, and fees is available from JWA upon written request. JWA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JWA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
JWA Financial Group, Inc.
6200 LBJ Freeway Suite 180
Dallas, TX 75240
972-661-3355 phone
877-JWA-9300 (877-592-9300) toll free
972-661-3396 fax
For more information or to schedule your FREE consultation, send an email or complete our Consultation Questionnaire.
Media Contact: Nikki Knotts (972) 661-0221
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Bear Sterns rattled the markets recently and Jim Whiddon was interviewed by former Investing Revolution guest and CNNMoney senior writer, Jeanne Sahadi. repeating his advice, in times of chaos, a plan is crucial. |
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Jim Whiddon was featured as the Dallas CEO to meet in the March 2008 issue of D CEO magazine. Teaching people the “last investment strategy they will ever need” is the best part of being the CEO of JWA Financial Group, according to Jim. |
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Editors at Kiplinger’s set out in December 2007 to solve investors money woes. Lance Alston was on hand to help answer retirement questions in the cover article, Your Toughest Money Problems Solved! |
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Lance Alston’s op-ed for Forbes commemorated the 20th anniversary of Black Monday in 1987. He listened to the closing bell on Wall Street that day, and in hindsight, he remembers the most important investing principles he learned: time and opportunity are key. |
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Appearing for a third time, Natalie Michalek talked to Pamela Yip about preparing for a changing economy and budgeting during tougher times in the article, It pays to prepare for a recession. |
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Personal Finance columnist Pamela Yip interviewed Natalie Michalek in her article, Financial planners help readers make cash last in retirement. |
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The Financial Planners Association of Dallas sponsored an online seminar for investors recently. Pro Bono Chairperson, Natalie Michalek was on hand to field questions from Dallas Morning News readers. |
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Radio host, journalist and author, Chuck Jaffe featured Jim Whiddon as his Wednesday, October 2 Big Interview on his Your Money radio show. Comparing our philosophy with John Bogle, Chuck asked Jim how the roller coaster mentality works for asset class investors. |
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Barry Armstrong host of Money Matters on WBNW 1120 AM in Boston, MA. wanted to talk about MPT and diversification on his show, so he called Jim Whiddon to speak on the topic. |
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The Christian Science Monitor sought a financial viewpoint on the advantages of staggered retirement and interviewed Natalie Michalek, CFP for her perspective in their article, Dual-career couples, Who retires when? |
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Wall Street Journal’s online investing page, Smart Money, interviewed Lance Alston this week to gain his perspective on Low Fees, Strong Returns. |
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Lance Alston was interviewed by by Eileen Ambrose, personal finance columnist for the Baltimore Sun. In an article aimed at helping young investors, How a 24-year old should save to retire, Lance talks about the power of compounding over time and breaks down the math for investors who are starting to save for retirement. |
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Jim Whiddon and Natalie Michalek joined Sue Herrera, host of CNBC’s Power Lunch task force on August 22 and 23, 2007. On a segment called Investing Across America, Jim and Natalie shared their thoughts on market correction, long term strategy and cash flow during retirement. |
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Natalie Michalek, CFP was quoted in a USA Today Money article, You and me and baby makes $197,700. The article offered a great comparison of the emotional rewards and financial tolls of becoming a parent. |
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Jim Whiddon was recently interviewed by former Investing Revolution guest and CNNMoney senior writer, Jeanne Sahadi, on how best to deal with market milestones, Coping with Dow 14,000: Wondering whether it’s time to pile in or pile out? Wrong question. |
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JWA named to exclusive list of registered independent advisory firms recognized for nationwide growth, only 10 firms in Dallas made the list. The ranking was done by Financial Advisor magazine and to be included, firms had to be a) registered with the SEC, b) offer financial planning services, c) have predominately individual clients, and d) be independent. |
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Lance Alston is quoted in The Wall Street Journal on “Why Investors Should Consider Real Estate,” where he mentions that international REIT mutual funds provide another level of diversification for investors. |
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JWA made Bloomberg’s Wealth Manager’s list of Super Stars, the magazine’s annual ranking of top wealth management firms. |
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D Magazine’s November issue features a two-page spread on Jim Whiddon and Lance Alston as Best Financial Planners in Dallas.The article begins by proclaiming, “Jim Whiddon and Lance Alston are quite confident Wall Street hates what they’re doing.” |
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JWA placed 6th in growth nationwide among registered independent advisory firms with assets of at least $100 million. The ranking was done by Financial Advisor magazine and to be included, firms had to be a) registered with the SEC, b) offer financial planning services, c) have predominately individual clients, and d) be independent. |
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“As their book title, Wealth Without Worry, suggests, James N. Whiddon and Lance Alston are doing just fine, thanks. So are their clients.” -Scott Burns in The Dallas Morning News on JWA Financial Group |
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Financial columnist Lynn O’Shaughnessy reviewed Wealth Without Worry in her column, writing, “I’ve put this book on the shelf devoted to my favorite investing titles. As I read the book, I found myself agreeing with everything.” |
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The Winter 2006 edition of Kiplinger’s Success With Your Money quotes Lance Alston on young investors. At a young age, he says, “you have a long time horizon and you can use that to your advantage.” Their conclusion? “Alston is right. The power of compounding can’t be understated.” |
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Good Morning Texas on WFAA Channel 8 in Dallas featured Jim Whiddon and Wealth Without Worry. News 8 anchor Debbie Denmon conducted the interview, which focused on the book’s three action items. |
| Los Angeles Times | The Los Angeles Times ran an article on “Summer reading to enhance your bottom line.” The columnist includes Wealth Without Worry, saying “investors are likely to do better over the long haul with a truly diversified “Market Return Portfolio” that includes asset classes often missing from investors’ portfolios.”Also seen in the Los Angeles Daily News. |
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JWA Financial Group is the firm selected by one retiree interviewed in “Finding the Right Pro,” in Kiplinger’s Retirement Planning on finding the right financial planner. |
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Jim Whiddon and Lance Alston are again named to the Winner’s Circle in the 2006 edition of D Magazine’s Best of Big D issue. “The winners were named tops in their fields because their peers or clients voted for them.” -D Magazine |
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JWA Financial Group, Inc. ranks 28th* on a list of 2004’s Wealth Masters in Bloomberg Wealth Manager. “This year’s wealth masters are bigger and stronger than ever,” the magazine writes.*In the category based on percentage increase of assets under management. |
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“The Dallas-based company recommends an ‘asset class’ approach to investing, urging clients to bet on capitalism rather than a particular company or trend.”
-JWA Financial Group in the Dallas Business Journal article, Advisors play a key role in guiding investors |
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Lance Alston participated in the “Educating Rico” feature on Marketplace Money with Kai Ryssdal. |
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Jim Whiddon was interviewed by ABC News Radio on how to determine the right retirement strategy. The interview aired in numerous markets across the country. |
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Jim Whiddon and Lance Alston are named to the Winner’s Circle in D Magazine’s 2005 Best of Big D issue. |
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Lance Alston is quoted in the April 2006 issue of Consumer Reports Money Advisor on the subject of immediate annuities. In the article, he “calculates that the built-in return on your money from an annuity, assuming you live to your life expectancy, is about 4 to 5 percent. ‘That rate of return is probably about half of what a diversified portfolio would give you over the long term’.” |
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Jim Whiddon and Lance Alston appeared on FamilyNet’s At Home Live! with Chuck and Jenni to discuss Wealth Without Worry. |
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“ … explains financial strategies well …” -Dallas Morning News review of Wealth Without Worry |
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Jim Whiddon and Lance Alston discussed Wealth Without Worry on Corporate Strategies with Tim Connolly, heard on KSEV AM 700 in Houston and more than 400 affiliate stations nationwide. |
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“There is a constant regular repeating opportunity to be invested in the market.” -Lance Alston on diversification in the Dallas Business Journal.Also seen in Washington. |
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“Whiddon and Alston are passionate about demystifying investing and helping safeguard the wealth of families. They have ingeniously applied Nobel Prize winning research to help average investors succeed in the stock market.” -Elegant Texan |
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Wealth Without Worry was included in the Orange County Register’s list of books “worth a look this summer.” The article says Whiddon and Alston “argue for using no-load institutional asset class funds.”Also seen in the Arizona Daily Star and Milwaukee Journal-Sentinel |
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Personal finance columnist Humberto Cruz in the South Florida Sun-Sentinel says Wealth Without Worry makes “a persuasive case for low-cost, broadly diversified ‘passive investing’ that tracks market returns rather than picking actively managed mutual funds.”Also seen in the Orlando Sentinel. |
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Jim Whiddon was a guest on the Michael Norman Show to discuss Wealth Without Worry and asset class investing. The interview was aired live on the Biz Radio Network. |
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Jim Whiddon is featured in the Cooper Chronicle, a publication of the Cooper Fitness Center. |
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D Magazine names Lance Alston as one of 2004’s Best Financial Planners in Dallas. |
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Jim Whiddon and Lance Alston were selected as financial advisors for the Dallas Morning News Money Makeover feature to advise Angelique Foster as she considered the purchase of a home. Also seen in Seattle; Spokane, Washington; Oregon and Idaho. |
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Jim Whiddon was listed as one of D Magazine’s Best Financial Planners in Dallas in August 2004. |
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Jim Whiddon and Lance Alston received coverage in Houston when they evaluated the portfolio of a teacher weighing her financial options. She “has a financial future that many consumers can only dream of.” Also seen in Phoenix, St. Louis and New Orleans. |
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“If you can do that one thing, you’re well on your way to being financially successful.” -Jim Whiddon and Lance Alston on KVUE in Austin on spending less than you make. Also seen in Charlotte, North Carolina and Louisville, Kentucky. |
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Kiplinger’s Personal Finance mentions JWA Financial Group’s “thoroughness and emphasis on low-cost funds.” |
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Lance Alston was interviewed by Sound Money on NPR on indexed annuities. |
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Brent Clanton with KXYZ 1320 AM in Houston spoke to Jim Whiddon about concepts presented in Wealth Without Worry. The interview was simulcast on KMNY 1360 AM in Dallas. |
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Jim Whiddon spoke to Wayne Kandas on KFNN 1510 AM in Phoenix, AZ to discuss Wealth Without Worry. |
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“Simplifying is not a quick task and most people don’t have the patience or disposition it requires to get to the end result.” -Lance Alston in the Dallas Morning News on simplifying your financial life. |
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JWA Financial Group, Inc. was named a 2002 “Top Dog” by Bloomberg Wealth Manager. “The financial markets continued to deliver a series of knockout punches to investors in 2002. For the most part, however, the 370 independent advisors included … emerged from the melee unscathed. Some emerged postively triumphant.” |
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“The best option is to have a mix of stocks and bonds and to rebalance often. ‘Say we’re in a bull market and have a 50/50 allocation,’ says Whiddon. ‘Six months later, it’s 60/40 because the stocks have grown much faster than the bonds. We’re going to slice off 10 percent from the stocks, throw it back in the bonds. What we’ve done by rebalancing in that fashion is guarantee that we sold high.’” -Dental Practice Report |
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“Simplifying is not a quick task and most people don’t have the patience or disposition it requires to get to the end result.” -Lance Alston in the Dallas Morning News on simplifying your financial life. |
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Spend less than you earn. “If you can do this, your chances are very good that you will succeed.” -Lance Alston in the Dallas Morning News on “Keys to Financial Freedom.” |
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“If you have a grand assortment of assets that you’ve accumulated over the years, there’s no way to understand the risk you have in your portfolio and it’s very difficult to measure the returns you’ve had in the past.” -Lance Alston in Physician’s Financial News on “Restoring a Cluttered Portfolio.” |
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“Ever feel like the odds are stacked against you in the investing game? Then James N. Whiddon’s book, There for the Taking, is right for you. [It] introduces a new way of investing, which has investors’ money working for them, not just lining the wallets of Wall Street.” -Physician’s Money Digest |
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Millie Brown, president of Brown Books Publishing Group in Dallas, mentions There for the Taking in her recent article titled “The Power of the Book” in the latest issue of Professional Performance Magazine. |
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“It’s fun, it’s entertainment, it is speculating … but when we are talking about people’s retirement portfolios, they shouldn’t be speculating with a single issue.” -Lance Alston in Investment News on “IPO mania.” |
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“Rebalancing has two advantages. It allows us to sell high, buy low. And it guarantees that we don’t have to sell stocks to provide income.” -Jim Whiddon in Dental Practice Report on “Retirement Assets.” |
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“Examining a portfolio’s sector weightings is another good way to spot an index hugger.” -Lance Alston discusses “Spotting Closet Index Funds” in Better Investing. |
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“I try to get my clients into funds where the annual expense ration is no more than about 0.5%.” -Jim Whiddon in the Dallas Morning News on “Finding Funds.” |
