The Journey to Wealth: Smart Investment Strategies to Stay Ahead of the Curve - Hardcover

James E. Demmert

Hardcover

ISBN 10: 0997335718 ISBN 13: 9780997335712

Publisher: New Insights Press, 2017

Synopsis

Proven Strategies to Build Wealth, Protect Your Portfolio, and Thrive in Any Market

The Journey to Wealth (Revised & Updated 2025) is your award-winning roadmap to financial independence—no matter what the market does. Wealth manager James Demmert shares his SMART investing philosophy, developed over 40 years, to help you grow returns while minimizing risk and avoiding catastrophic losses.

You’ll discover how to:

Spot winning stocks while avoiding overpriced or declining ones

Time your investments to market and business cycles

Protect your portfolio using Active Risk Management tools

Navigate the risks of bonds, ETFs, and even cryptocurrency

Decide when to ride bull markets and when to exit before downturns

Demmert explains why mutual funds, index funds, and other managed assets can be risky, with high fees and no way to limit losses like stop-loss orders in stocks.

Packed with clear explanations, charts, and actionable steps, The Journey to Wealth gives you the confidence and strategy to achieve your financial goals—without relying on “buy-and-hold” myths or Wall Street hype.

"The Journey to Wealth” strikes a winning combination: authoritative information written by a polished professional presented in a highly digestible, extremely attractive, high-quality package. – Foreword Reviews

Winner: Business - Motivational / Indie Excellence Book Awards

Finalist: Business / Next Generation Indie Book Awards

Finalist Business: Personal Finance - Investing / USA Best Book Award

Honorable Mention: Business / New York Book Festival

About this title

About the Author

James E. Demmert has been managing investment portfolios for institutional and individual investors for over 35 years. He has experience in all aspects of investment management including equity and fixed income research, trading and portfolio management. He has particular expertise in macroeconomic research and risk management and is responsible for his firm’s Active Risk Management processes. He is a seasoned wealth manager and is experienced in the areas of retirement, financial, estate and tax planning.<p><p> James graduated from Harvard University. His past experience includes positions with LF Rothschild and Lehman Brothers. In 1993, he launched Main Street Research (MSR), a registered investment advisor. The firm now manages over $1.5 billion across more than 500 relationships, employing the investment and risk management strategies presented in this book. James was selected as one of America’s Top Advisors by Barron’s Magazine in both 2020 and 2021.<p><p> James has been a sought-after speaker on the subject of investment topics for a number of public organizations, including the American Association of Individual Investors (AAII). He has authored numerous articles on finance and investment management and his work has appeared in many financial publications including <i>The Wall Street Journal, Barron’s, BusinessWeek</i> and <i>Fortune.</i> He is also a member of Forbes Finance Council, The CFA Institute, and the Financial Planning Association.<p><p> In addition to <i>The Journey to Wealth,</i> James is the author of <i>The Sustainable Endowment: 10 Principles to Make Your Foundation or Nonprofit Last for Decades.</i>

Edition details

• Publisher: New Insights Press
• Publication date: 2017
• Language: English
• ISBN 10: 0997335718
• ISBN 13: 9780997335712
• Binding: Hardcover
• Edition number: 3
• Number of pages: 256