2017 TOP RANKED FINANCIAL ADVISOR IN DENVER, COLORADO

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Janiczek Wealth Management has once again been named one of the Top 12 Financial Advisors in Denver, Colorado Springs, and Boulder Best-Financial-Advisors-in-Colorado-minColorado by AdvisoryHQ. To read the full article/review “Janiczek Wealth Management – A Beacon of Light for High Net Worth Individuals.”

Now in its 27th year serving high net worth investors (those with investment portfolios of $2 million to $20 million) and ultra-high net worth investors (those with investment portfolios of $20 million+) in Denver, Colorado Springs, Boulder, Aspen, Vail, Beaver Creek, Summit County, Snowmass areas of Colorado and in approximately 24 other States in U.S.A., we are proud our Evidence Based Investing (EBI) and patented Strength Based Wealth Management® (SBWM) services helps to “unleash” our clients from the complexities of wealth and investing so they can flourish with their good, or even better yet, great fortune.

Legacy PlanningLegacy planning goes beyond mere numbers, aligning traditional estate planning with a family’s goals and values. The process includes defining and expressing what wealth means to a family. It involves identifying the core values that bind the family, and in many cases it involves grooming children and grandchildren to be guardians of not just wealth, but also those values.

Joseph-mediumThe financial markets are now closed for the year and with all of the theatrics the verdict is in. Those investors with the following five characteristics prevail over those who fall victim to a host of mistakes and unsuccessful approaches:

  1. Investing from a superior position of financial strength.
  2. Being well prepared for a range of possible outcomes.
  3. Having an investment philosophy and approach you can confidently stick with and win with through thick and thin.
  4. Tuning out the noise, taming the emotion and focusing on what you can control.
  5. Investing for long-term success and, in the process, avoiding anxiety-toxic predictions, moves, comparisons, concentrations and traps.

trumpNearly eight weeks after his election, emotions about President-elect Donald Trump continue to run high.

There’s no doubt that Trump was a divisive candidate, and he is already saying and doing things that have pleased some and discouraged others. But as investors contemplate the next four years under this president, they should pay attention to facts and numbers and be on guard against emotional decision-making.

It’s common for investors to overestimate the impact that Presidential election results have on investment markets. Prior to the election, many commentators predicted a market crash in the event of a Donald Trump victory. That didn’t happen, of course; to the contrary, the market has risen. That’s an example of the strength and adaptability of the markets: They have a long history of digesting jarring and unforeseen events, and then moving forward.

It’s not happiness that brings us gratitude; it’s gratitude that brings us happiness.

At this special time of the year, we at Janiczek Wealth Managements seek to express the profound sense of gratitude we feel for the many blessings we have received.  This year many team members have spent their free time volunteering in the community and organizations that are close to their heart.

Pam Dorn teaching young children the value of goal setting.

Matt Gray spent 2016 teaching a Personal Finance course at East High School through Junior Achievement.  Wrapping up the year, Junior Achievement hosted Finance Park; a day-long activity in which middle schoolers learn how to build budgets and manage a career in real-life scenarios.  Matt enjoyed spending the day with the children teaching them the importance of budgeting.

Pam Dorn has spent the year mentoring a group of young athletes from ages 5-16.  She works with them on goal setting and affirmations.  In the last year she has been amazed by the goals that the children have set.  Pam worked with a five year old on long terms goals.  A five year old mapped out how she wanted to be a Disney princess; brave, kind, smart, humble, pretty and loving.  The passion that the young kids have hold a special place in Pam’s heart.

The challenge of performance measurement

People examining economic statistic. Financial examiner. Vector illustration.

When was the last time you examined your investments?

Periodic reviews of an investor’s portfolio helps ascertain whether the investment process is working, but more importantly, whether it’s on the right course for the individual investor.

The Beardstown Ladies was a 12-woman investment club that gathered monthly and managed their own stock portfolio. They became celebrities in the mid-1990s when news of their track record went viral: since their 1983 inception, The Beardstown Ladies claimed their portfolio had returned 23.4% versus the S&P 500’s 14.9% return. But in 1998, an audited performance record was released showing the club’s actual returns were actually 9.1% per year. 

This example illustrates the fact that most investors simply don’t have proper performance data to assess their investments.

There are few things that we Americans get worked up about as much as presidential elections.

vote-stock-slideOne candidate, some of us feel, would be a disaster for the country, while the other would lead it in the right direction. That seems to hold true every four-year cycle, but this year emotions are pitched especially high. Spurring us along is the financial news media, which breathlessly advises us about how to invest for a Clinton presidency, or a Trump presidency.

brian1-002On October 20th, Brian O’Neil spoke on a panel discussion in front of roughly 75 attendees at the Grand Hyatt Denver.  Brian spoke with four other business planning, legal and finance professionals to discuss the next steps for business owners. The goal of the panel discussion was to provide relevant and actionable advice on how to handle the next stages of their company’s progression.

What are tactical adjustments? In their 1986 asset allocation research, Brinson, Beebower, & Hood defined tactical asset allocation as:

“…strategically altering the investment mix weights away from normal in an attempt to capture excess returns from short-term fluctuations in asset class prices (market timing);”

When it comes to tactical asset allocation, a growing body of evidence shows investors who make tactical moves in their portfolios do best when both technical analysis and fundamental analysis align.

Investors in the U.S. are keenly aware of how managing taxes can help to build wealth—as evidenced by the trillions of dollars that we’ve invested in IRAs, 401(k)’s and other tax-sheltered accounts.

What too many of us fail to consider, however, is the need to remain tax-conscious even after we’ve built our wealth. For retirees seeking to preserve and appreciate their wealth, tax-savvy decisions are especially important.

One of retirees’ key tools for tax management is known as retirement withdrawal sequencing. In plain English, this refers to the order in which you make withdrawals from various account types to fund your retirement.

Those who have saved successfully often have a combination of taxable, tax-deferred and tax-free accounts. When that’s the case, proper planning about which accounts to tap first can allow you to defer a substantial amount in taxes while maximizing the opportunity for the remaining accounts to appreciate.


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*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 & Company, Ltd. 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 & Company, Ltd. 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 & Company, Ltd.), 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 & Company, Ltd. 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 & Company, Ltd. 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 & Company, Ltd. client, please remember to contact Janiczek & Company, Ltd., 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 & Company, Ltd. current written disclosure statement discussing our advisory services and fees is available upon request.

TM & Copyright 2016, Janiczek & Company, Ltd. All rights reserved.