Blog Archive

Home
  ›  
2016
  ›  
Archive for: January
You are here:

“When it comes to your wealth, you are the newly appointed CEO of My Wealth, Inc.”

When working with business owners who have experienced a liquidity event, we often see the most success when these high net worth individuals manage their wealth the way they managed their business.  Let me explain why.

Investors have surely noticed the recent volatility in the global market place. In the first few weeks of 2016, we have experienced very volatile markets both domestically and internationally. The catalysts of the global sell off have been the volatility experienced in the Chinese markets and the plunging price of oil.

On top of the China’s current economic issues, devaluation of the yuan has added angst around the globe. Although China’s economy is the second largest in the world, its stock market represents a fraction of the global equities market. Investors need to remember that China equity falls are more correlated with short-term psychological factors rather than the underlying China economic conditions.

Kersting Blog 01.20.16. USE

Take a deep breath…  YOU have the golden ticket!  Your thoughts immediately jump towards all your wildest dreams, and reality starts to kick in that money is no longer a hurdle to life experiences or the worldly goods you desire.  If you can dream it up, you can do it!  With such a substantial jackpot, it’s hard to fathom that someone could possibly blow through this type of fortune.  Without a clear and concise plan, however… anything is possible!

So how do you protect yourself from becoming associated with the unwanted statistic that 70% of lottery winners eventually end up broke?

The task for growing and protecting your assets can be daunting, and there are 35 areas of wealth that need to be optimized in order to become an Accomplished, Depletion-Resistant Wealth Steward.

The 2016 New Year has started off with a downward trend in the Equity markets. Creative business ideaWe have spoken with many clients over the past few weeks and we have been asked the question of, “what is going on in the markets and what should we be doing”? Here are some facts;

• The U.S. Economy is estimated to grow at 2.5% this year. This rate increase is a slow and steady trajectory and a rate that doesn’t show signs of overheating.
• U.S. employers have created approximately 220k new jobs/month over the past year and today there was an announcement of 292k jobs created last month.
• Layoffs are at very low levels, according to outplacement firm Challenger, Gray & Christmas. Most workers in the U.S. today have good job security, which boosts confidence.
• American homeowners have recovered nearly all the equity lost during the housing bust. Overall net worth, which also includes financial assets, is close to record levels.
• Things have slightly improved in Europe as well, though more slowly than here at home. Euro-zone unemployment is inching down, confidence is improving and a string of back-to-back        recessions appear to be over.


*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Janiczek Wealth Management), or any non-investment related content, made reference to directly or indirectly on this website will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek Wealth Management To the extent that a viewer has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Janiczek Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the website content should be construed as legal or accounting advice. If you are a Janiczek Wealth Management client, please remember to contact Janiczek Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Janiczek Wealth Management current written disclosure statement discussing our advisory services and fees is available upon request.

TM & Copyright 2017, Janiczek Wealth Management. All rights reserved.