More Freedom in 2019 Part 1

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The Gift of More Freedom

What’s the use of achieving a high level of financial security and independence if you do not utilize this advantage to enjoy more freedom? Give yourself and your loved ones the gift of more freedom in 2019. Simply learn to utilize two tools we created to continually liberate yourself and enjoy higher and higher levels of freedom.

In doing so, you can exercise more control over your life. First, resolve to become Free FROM nagging situations that are holding you back. Then, resolve to participate in activities and pursue goals that are important to you and that you are now Free TO pursue with vigor.

Flourish

Two of the fundamental ways we help you (or can help you) flourish is to free you from the complexities of prudently investing and managing wealth. But, we are very aware that this state of flourish can be diminished if you are held back by other weaknesses, complexities or energy drains. That’s why we created a tool to help you engage in a continuous process of liberating (freeing) yourself from whatever else may be holding you back.

We also recognize that it’s not enough to only help you liberate yourself. We know it’s equally important for our clients to have exciting life enhancement goals they are pursuing with such freedom in order to fully flourish. In short, a “liberated from” needs to convert into a “liberated to,” in order to fully benefit by the transformation. That’s why we also created a tool to help you articulate the things you want to be free to do.

Joseph Janiczek, founding partner of Janiczek Wealth Management, recently wrote the following article about a project underway with Dr. Jeffrey Gladden, an interventional cardiologist and founder of APEX.

Within their respective disciplines, Mr. Janiczek (Wealth) and Dr. Gladden (Health) both advocate integrative, evidence-based programs tailored to the individual. Both recognize disciplined, pro-active resource management promotes performance optimization. Each pursues methods to help minimize risk, foster confidence, and support personal life goals.

However, even more remarkable than such parallels is the potential of wealth and health added together.     -Cathy Wegner


 The Wealth + Health + Longevity Breakthrough

Jeffrey Gladden, MD, a world-class longevity expert and founder of APEX, and I have discovered that it is quite beneficial to comprehensively look at wealth, health and longevity in an integrated way.

The Stages of Financial Freedom with Longevity animated illustration below shows the profound impact longevity has on wealth and the new possibility of reclaiming health and extending longevity that is now possible as a result of breakthroughs in medicine.

Exhibit 1: The Stages of Financial Freedom® with Longevity

Working together, we discovered two breakthroughs are possible, when looking at this dynamic together, that can be quite additive to proactive wealth management and optimum health management:

  1. The possibility of reclaimed health and expanded longevity brings an ideal financial mindset into play that can help you think, act and stay in peak financial form.
  2. The possibility of reclaimed wealth vibrancy brings an ideal resourcefulness mindset into play that can help you think, act to stay in peak health/fitness form.

Value Investing

The value investing approach and methodology Warren Buffett and Charlie Munger speak about in their annual letter is, with certain nuances in how we capture it, the value premium a significant portion of our portfolios are seeking to capture.

And More

As always, there are other nuggets of wisdom in this year’s letter to shareholders.


Here are the biggest takeaways from Warren Buffett’s annual letter
–Rebecca Ungarino for Business Insider–

Warren Buffett, the chairman and CEO of Berkshire Hathaway, released his annual letter to shareholders on Saturday. Buffett discussed items like his plans to repurchase the company’s stock and how a new accounting rule impacts Berkshire Hathaway’s bottom line. The 88-year old investor made no explicit statements about plans for succession at the company. Each year, Berkshire Hathaway investors and the broader investment community look to chairman and CEO Warren Buffett’s annual letter for Read the full story

 

Related links:
Exceptional Investing in Volatile Markets
Investing from a Position of Strength
Evidence-Based Investing

 

 

What is All for One, One for All?

Our entire team is dedicated to clients gaining maximum value from our Complete Wealth Solution. The combination of our Strength Based Wealth Management, Evidence Based Investing and Semi-Annual Tune-Ups will address most of your needs in a timely and orderly fashion. The rest will be handled by calling or emailing our service team.

At Janiczek, we take care of the detail. You flourish!

How can anyone judge unless one’s mind has been opened and enlarged by reading?
– John Adams

Reading is still the main way that I both learn new things and test my understanding.
– Bill Gates

Books allow you to fully explore a topic and immerse yourself in a deeper way than most media today.
– Mark Zuckerberg

The more that you read, the more things you will know.
The more that you learn, the more places you’ll go.
– Dr. Seuss

As we close 2018, we’re pleased to share our favorite books of the past year with the clients and friends of the Janiczek community.

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.


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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 Janiczek Welath Management -Janiczek”), or any non-investment related content, made reference to directly or indirectly in this blog 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 blog serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek. Please remember that if you are a Janiczek client, it remains your responsibility to advise Janiczek, 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, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader 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 is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Janiczek’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Janiczek does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Janiczek’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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*Please Note: The scope of any financial planning and consulting services to be provided depends Read More Here

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* Joseph J. Janiczek, named among the top, best and most exclusive wealth advisors in the nation, see Awards & Recognition, Award Selection Criteria, and Sources of Recognition disclosures. Read More Here