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Lifelong learning.  It’s a core belief here at our firm, and we regularly read across a variety of topics.  I recently asked the team to share any of their favorite books from the past year, business or otherwise.  Below is what we’d offer up as our recommendations from 2017, and if you have any good book recommendations from the last year, please let us know!

Brady Siegrist

As my clients know, planning for the future eventually includes a conversation about mortality.  When Breath Becomes Air by Paul Kalanithi is a powerful memoir that tackles this topic to its core.  This story made me reflect on how the human spirit allows us to re-imagine a new future that includes hope, faith, love and joy – no matter what the circumstances and regardless of the uncertainty. There is so much about this story that lingers, leaving each reader a new set of ideas, and most likely questions, that will, no doubt, leave you changed.

 

Carole McKeown

My favorite book of 2017 was The Obsession by Nora Roberts.  While Nora Roberts is probably better known as a romance writer, her last several books are more mystery/thriller types that appeal to me.  This story is a mystery about woman who (as a child) discovered her dad was a serial killer.  Fast forward to her adulthood and she is being stalked by a serial killer who is mimicking her father’s style.  The setting is the islands of Puget Sound, and I liked the story and flow of the book.

 

 

Kyle Kersting

I thought Principles by Ray Dalio was a great read not just from a business perspective (Dalio founded what is now the world’s largest hedge fund), but also life principles. Obliviously he has been vastly successful in the business world, but he also shares valuable thoughts on how he lives his own life, and I think most would take something meaningful away from this book.  As Dalio writes, “Time is like a river that carries us forward into encounters with reality that require us to make decisions. We can’t stop our movement down this river and we can’t avoid those encounters. We can only approach them in the best possible way.”  Good stuff!

 

Joseph Janiczek

This year, I re-read The Power of TED by David Emerald because it provides great guidance on how to best interact with others in more effective ways. It explains the undesirable roles and techniques we often find ourselves in and provides an empowering alternative. For anyone who wants to lead, manage, coach, parent or help others with greater impact and results, this book is for you.

 

 

Matt Gray

One that caught my attention earlier this year and challenged many of my longstanding beliefs was Predictably Irrational by Dan Ariely. It’s a book about human behavior and how we consistently act irrationally. So consistent, in fact, our irrational behavior is predictable. Many of his illustrations point out the ways we repeatedly act irrationally in every day behavior and makes the reader much more conscious of these actions.

 

 

Jim Callahan

The most common question clients ask me in meetings these days is, “When will this run end, and how bad will the downturn be?”  Published in 2008, “The Great Depression: A Diary” is part history and part finance that offers some perspective for today’s environment.  Authored by a young attorney who was fascinated with the 1929 stock market crash, this story offers an in-the-trenches account of the ugliest recession our country has ever faced.  My takeaways include not only the changes in our economy and markets since the 1930s that will help prevent another 10-year depression, but also the things that remain the same, such as fear, greed, and the folly of relying on predictions in managing one’s money.

 

We’re moved in! Take a closer look at our new Denver headquarters

The Janiczek team couldn’t be more excited about our brand new headquarters in Denver!  It’s our fourth location and eighth expansion/facility-improvement in 27 years! We spent well over a year determining what new features, technologies and designs would best augment our team work and client experience and we could not be more pleased with the results of our team’s hard work. Gensler Architects worked closely with us and our general contractor and many sub-contractors to deliver a wonderful end product that will serve our company for decades ahead.

On September 1, 2017 everything came together as we moved in to our new facility at 7001 E. Belleview Ave, Suite 600, Denver, CO 80237. Its a great new building in a prime location (wonderful urban location right off the highway and rail and it has magnificent views and amenities (including a new Ruth’s Chris Steak House right off the lobby). We will be hosting an open house on Thursday, November 9th, from 3:30 – 6:00.  We would love for you to stop by, chat with the team and get a tour of the many features of the layout.  Until then, enjoy a few pictures of our new space!

The Janiczek Team raced their way through the Donor Dash!

On Sunday, July 16th, the Janiczek team completed the Donor Dash 5k at Washington Park.  The Donor Dash is a 3.1 mile run/walk to honor the lives of organ and tissue donors, celebrate the lives of organ and tissue recipients and recognize those who continue to wait for a lifesaving transplant. The Donor Dash was a huge success this year, with over 4,800 individuals participating in the event.  The race hit close to home, as a few team members were racing in honor of family members who were donors or recipients.

Janiczek Wealth Management has once again been named to a top advisors list in 2017!*

 

Janiczek Wealth Management is pleased to announce it has been named to the 2017 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.

On June 14th, Kyle Kersting, CFA, Director of Investments, participated in a panel discussion to an audience of the largest family offices, registered investment advisors, private banks and wealth management firms in the Mountain States region. Kyle lead a discussion around advising the ever-changing high net worth client. More specifically, 76% of women change advisors after a transition period such as a divorce or death and how advisors can work with this group beyond just portfolio construction. Discussing how private wealth management firms ensure that wealth is preserved for future generations as a transition into the growing millennial demographic and how to tailor your wealth management approach to appeal to both demographics.

CyberSecurity_InviteJaniczek Wealth Management is pleased to announce that we will be hosting a cyber security seminar.

When is the last time you changed your password?  Has your email been hacked?  Are you concerned about protecting your identity?  

For the fourth year in a row Janiczek Wealth Management has been named to Barron’s Top Financial Advisor list*, now for 2017, 2016, 2015 and 2014!

 

Barrons 2017Mr. Janiczek was named one of America’s top financial advisors* in the March 4th, 2017 Barron’s issue.  The prestigious list of top investment advisors was also published in The Wall Street Journal by Dow Jones & Company, a division of News Corp on March 9, 2017.

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Barron’s draws from all 50 states, plus the District of Columbia. It includes a cross-section of private-wealth advisors—from independents who own and operate their own practices to advisors from the large Wall Street firms.  Barron’s states, “This special report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth.

The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.” 

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.

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.

callahan-event-09-20-16On September 20th, our Chief Investment Officer, Jim Callahan, spoke on a panel in front of roughly 100 attendees at the Denver Athletic Club. Along with investment executives from four other wealth management firms, Jim was invited to discuss the topic of “Advanced Asset Allocation”.


*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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