Janiczek Community Events Sneak Peek

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There are so many great Janiczek Community events coming up and we know demand will be off the charts. Take a sneak peek and chime in! Let us know your thoughts. Which should we hold first? For which events shall we add your name to our VIP invitation list? What other topics would you be interested in learning more about?  Janiczek Community Events and Survey

 

  1. Ten years after the 2008 market meltdown, U.S. equities are up over 200% and posting fresh new all-time highs.

  2. Higher interest rates during the quarter presented some headwind for bond investors, but bonds can still generate decent returns within a long-term trend of higher interest rates.

  3. The underlying economy boasts plenty of strength, with economic growth during the rest of 2018 expected to remain above 3%.

READ REPORT»

WATCH VIDEO (04:35)»

 

The Art and Science of Getting and Staying “On a Roll”

 I love adapting engineering and physics concepts to solve common financial problems many people, even financially savvy people, encounter all the time. That’s why I’m so excited about my latest invention, the Wealth Allocation Wheel.

Illustration 1

The challenge, in simple terms, is “staying on a roll.” There is an art and science to staying on a roll with your wealth. This means having enough inertia with your wealth to successfully navigate the Stages of Financial Freedom (see Illustration 1). The clear aim I have written about extensively is how to achieve controlled growth while avoiding short or long periods of stagnation or depletion.

Brady Siegrist, CFP, Managing Director of Wealth Management at Janiczek Wealth Management explains how the color-coded Wealth Optimization Dashboard, a key exclusive feature of Janiczek’s patented system, can help all clients, regardless of their net worth, business knowledge, age or investment savvy.

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BEFORE

AFTER

We monitor and measure things everyday. We glance at our speedometer to confirm we are not exceeding the speed limit. Thermometers tell us if we are running a fever or if our outside plants are in danger of freezing. A scale lets us know if an envelope requires extra postage. Think of all the diagnostic tests that report plusses and minuses of our physical well-being. How, then, do we measure our financial well-being? Why does financial strength matter?

Strength = Durability

Contrary to what some may assume, the number of digits it takes to record a person’s net worth is not an indicator of his or her financial strength. Size does not determine financial strength. Rather, durability is the measure of strength.

J-Vault™ Power

02 Oct 2018 By There are no tags

Carole McKeown has regularly rolled out new features of our service packages for 18+ years on the Janiczek® team. In this post, she highlights the features of J-Vault. J-Vault is an application that provides our clients with secure access to all their financial information from any device–desktop, tablet and even your smartphone!
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Announcing J-Vault™

We are aware some advisory firms serving high net worth individuals charge as much as $25,000 a year for an advanced online system that aggregates all of a client’s financial information. At Janiczek® Wealth Management such an application, J-Vault, comes standard with our services. We rolled out our J-Vault application, on a pilot basis, to several clients over the last year. We are excited to announce we will offer the J-Vault application to all clients over the next year.

Secure Current Financial Snapshot

Imagine…a highly secure location from which you can obtain a current financial snapshot on your smartphone. Yes! A complete balance sheet with liquid accounts updated with the prior day’s closing prices; a balance sheet so precise it has your latest checking account, credit card, and mortgage balances. And, of course, all investment accounts, retirement accounts and even private investments are included. A nice snapshot of where you are and that’s not all.

MLPs May Increase Portfolio Performance

Owning oil and gas pipelines can add octane to a portfolio’s performance, particularly in today’s energy and economic backdrop.

It’s our job to help clients gain the proper exposure to safety, market and aspirational asset categories. It’s also our job to identify pockets of the market that, when available, have attractive fundamentals and/or characteristics worth considering. Oil & Gas MLPs in the midstream space (storing and transporting energy) has caught our interest for years and remain an asset class of interest. While we take care of researching and handling the details for our clients, it doesn’t hurt for you to pipe into the conversation. Here’s a quick primer on the space.

Long-term strategies may challenge investors to stay focused. The fight against short-term thinking is getting harder as we accomplish so many things with increasing ease and speed.

There is more computing power in an iPhone than what NASA had during the first landing on the moon. Remember when Netflix mailed DVDs to your home? Now we can stream just about anything to our smartphones. And what would you have said ten years ago if I had told you the President of the United States’ main communication tool in 2018 would be Twitter?

But speed doesn’t change everything.

Janiczek community members recently enjoyed an evening of sushi rolling at Izakaya Den in Denver. Chef and Owner Yasu Kizaki taught twenty clients and employees about the history, types, and methods of rolling sushi.

“Everyone enjoyed meeting each other and we learned some fascinating things from a master of his craft,” said Brady Siegrist, partner. “It was a rather unique cultural experience.”

Janiczek community event with Brady Siegrist and Yasu Kizaki

Brady Siegrist presents his sushi creation to Chef Yasu Kizaki

Janiczek Events

This year, the Janiczek team resolved to nurture personal and professional connections between community members.

“Many of our clients reside in the greater Denver area,” said Siegrist. “Our team plans to present future opportunities for clients to get to know one another. One of our goals is to explore topics and activities that seek to enhance life and living in some way.”

Janiczek Community

Whether discussing investments, longevity, or sushi, the benefits of connecting Janiczek community members can be powerful. Future events are in the planning stages, so if you are interested in learning more about the growing Janiczek community, let us know!

Books, Reading and Knowledge

“I read and read and read. I probably read 5 to 6 hours per day. I read five daily newspapers, I read a fair number of magazines, I read 10k’s, I read annual reports, and I read a lot of other things too. I’ve always enjoyed reading. That’s how knowledge works. It builds up, like compound interest.”
– Warren Buffett

In other words, reading opens one’s mind to bigger and better things. Another voracious reader, Bill Gates, recently shared his picks for some good summer reading. And who wouldn’t be interested in reading what a brilliant thinker like Gates found illuminating?

Of course, the Janiczek community isn’t short on good book recommendations either. In December, our team offered up some of our favorite books of the year, and our client community responded with some great picks of their own. (One client recommendation made the current Bill Gates list … great minds think alike, right?!)

So, as you begin your summer reading, whether to learn or to simply escape, we gladly share a few of our picks. Personally, I’ll be reading one of Bill Gates’ picks, Origin Story: A Big History of Everything by David Christian.

If you have book recommendations, by all means, let me know!

Book Recommendations from the Janiczek Team

One asset class has rebounded to new all-time highs — U.S. small cap stocks.
Comparison of S&P 500, Russell 2000, Emerging Markets and Int'l Developed Indices

After a bullish 2017 and hopes of a continued global equity melt up, 2018 has instead reintroduced market volatility. Despite global market volatility, U.S. small cap stocks have rebounded to new all-time highs.

Factors influencing the success of U.S. small cap stocks

So what factors has caused this success versus larger capitalization stocks?


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