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File Cabinet - JaniczekI’m excited. I just upgraded my personal finance organization system and, by far, it’s the most complete, accessible, secure system supporting my efforts to be a great steward of our financial resources.

I want everyone reading this blog post to know that I have personally utilized and reviewed many, many methods of organization over the years. My observation is that most people either lack an organized system or have something too complicated, costly and/or time consuming to serve them. I hope my sharing this inspires ideas for upgrading what you have supporting you.

My system is super-simple, super-accessible, super-secure and takes hardly any time or money to maintain. Sound interesting? Read on.

Here’s a summary of the system, organized into a handful of rules:  

Our Investment Team is in the process of making tactical equity moves across every single portfolio we manage. This may sound like a major project to some, but it is not. The complete process start to finish, including inputting, executing and auditing trades to make certain they are completed within narrow Stock-market- Janiczektarget ranges inside each portfolio, typically runs from between 4 and 24 hours, and if push came to shove, we know we can do it – across all client accounts – in minutes.
I’ll explain the moves and rationale in a moment, but first I want to mention a few root investment management capabilities that make these important tactical adjustments possible. The fact is that my biggest critique of the way I have observed many investors and many competing investment advisers managing money is that many, in my opinion, lack the timely evidence-based research, empowerment structures and technical trading abilities to make such moves in a timely manner. Bluntly, in the game of timely tactical moves, I think they are out even before they enter the batters box!   

Cirque tentOur latest client appreciation event, the Cirque du Soleil performance of Kurios – Cabinet of Curiosities, was a big hit. We had hundreds of clients and friends from across the country join us in the “Grand Chapiteau” (big tent) celebrating our 25-year company anniversary in style.

Why did we select “curiosity” as the theme for this quarter-century milestone celebration? It was an easy choice. Simply put, we attribute a healthy dose of curiosity as a key ingredient behind our success and the success of  the hundreds of high and ultra-high net worth clients we serve.

Scales-of-Justice - Janiczek

 

I’ve had a lot of clients and friends recently ask me if our comprehensive “bear watch” or “rally watch” investment models have triggered any sell or buy signals. The short answer is…

  • the weight of our macro, fundamental and technical evidence remains bullish,
  • albeit with signs of elevated risk across global markets.

With plenty of headlines and moving economic parts to consider, I do think it’s a good time for you to review our mid-year market outlook. Click the image below to download.

Portfolio Matters

In the 5-page report, our Chief Investment Officer, James Callahan, CFA does a fine job filtering through all the noise, hype and data to zero into a quality evidence-based assessment of conditions, dangers and opportunities.

As always, if you have any questions, feel free to call me at 303-721-7000.

 

A prWealthy intergenerational familyominent estate planning attorney I was meeting with recently said it well:

“The middle high net worth segment ($5 million to $40 million net worth) often encounter:

A) a revolving door (of representatives) from mega-institutions that may “lower their standard” and accept them as a border-line (size) account, or

B) biased sales pitches from retail brokers and banks who are incentivized and organized to pitch investment products rather than provide comprehensive investment and wealth management services.”

We couldn’t agree more with this synopsis. As we like to say, who wants to work with an advisor who “gives them no respect” (we call it the “Rodney Dangerfield” treatment) and way too complicated and costly investment products in today’s open architecture world? Or, who wants to be the gravy train for the top sales superstars of retail brokerages and banks when “open source/free agency” investing has opened up a world of quality, lean investment vehicles less complicated, less costly and less sticky (easy to plug in and out)?

match-flame-Janiczek

I will be moderating a superstar panel of entrepreneurs involved with the fastest growing companies in Colorado at the Angel Capital Summit on Monday, March 16, 2015 (Davis Auditorium – Sturm Hall at the University of Denver (DU)). We will be discussing what it really takes to GROW BIG with the biggest insights and lessons learned from those who have done it.

Still time to register if you are interested in attending and learning. Great if you’re in business or interested in taking a portion of your “aspirational” assets into angel investing into potentially super fast growth companies. Go to www.angelcapitalsummit.org.

TPHP OverviewJanuary 29, 2015.

Greenwood Village, Colorado. Janiczek® Wealth Management is celebrating its 25-year Anniversary gifting two extraordinary experiences to its clients.

First, the company acquired premium tickets for a Cirque du Soleil performance of Kurios – Cabinet of Curiosities for its clients and special guests for a 25-year anniversary experience a little later in the year. "The theme of having a high level of curiosity and exploring new possibilities in life is precisely the message we want augmenting our unique Evidence Based Investing and Strength Based Wealth Management services" said Joseph J. Janiczek, the founder and CEO of the company. "We expect clients and friends from 25 states around the country to join us in this experience and celebration."

Joseph JaniczekI’m in Times Square in New York City celebrating the New Year and very recent birth of our first grandchild. 🙂

Given this is our special 25-Year Anniversary as a company, we created two "special edition" resources to help clients and friends spring board into 2015 with great focus and purpose. Just click on the download buttons below for an instant PDF copy our "Making 2015 an Extraordinary Year" and "Recommended Books, Apps and Resources" guides.

patented-JaniczekI am so pleased to announce that today, on December 2, 2014, the U.S. Patent and Trademark Office granted patent number 8,903,739: Systems and Methods for Optimizing Wealth, of which I am the inventor.

Decades in the trenches with accomplished business leaders experiencing a life-changing liquidity event offered the ideal extreme conditions conducive to innovation. Simply put, I do not believe people who experience good fortune should have to struggle to keep the wealth they created protected, growing and serving them…all too often wealth masters people instead of people mastering wealth.

dinner-is-servedPeople often approach me at cocktail parties asking for my view of the investment climate and/or sharing theirs. While I go to such functions purely seeking to enjoy great friends, food and drink; I’m always happy to oblige.

To tell you the truth, cocktail talk almost always reveals one of the biggest investment mistakes on the planet: trying to be right.


*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.

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