POSITIVE SENTIMENT DRIVES A GOOD Q1

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POSITIVE SENTIMENT DRIVES A GOOD Q1
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POSITIVE SENTIMENT DRIVES A GOOD Q1

Thumbnail PM 041217Is The Market Getting Ahead of Itself?

I recently attended an event at which General George W. Casey spoke to a crowd of emerging business, civic, and non-profit leaders. General Casey served as U.S. Army Chief of Staff and was Commanding General of the Multi-National Force in Iraq from 2004 through 2007. He described his experiences in the Middle East, and his words offered some key truths for us all.

In his remarks, he referenced the “vuca” world in which we live: volatile, uncertain, complex, and ambiguous. He then stated how important relationships are to the success of any objective in such a world, in his case, peace in Iraq.

When it comes to investing, the “vuca” environment is one with which investors should be comfortable. In this issue of Portfolio Matters, we explore the global markets during the first quarter and provide our perspective for how we’re managing our client portfolios…read more

James Callahan, CFA

James Callahan, CFA is Managing Partner at Janiczek® Wealth Management.

Jim brings 20 years investment experience to Janiczek®’s disciplined Evidence Based Investing (EBI) and Strength Based Wealth Management™ (SBWM) platform. He has a Bachelor’s degree in Economics from Santa Clara University, an MBA from the University of Michigan, and is a CFA charterholder. He is a Partner of the firm and a member of its executive Leadership Team.

jcallahan@janiczek.com
(303) 339-4483

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