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Perspective Advantages

Articles, tips, illustrations & podcasts that can give you a perspective advantage…from Janiczek®

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Color-Coded Dashboards are Game Changers

October 2, 2021
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. ================================================================= 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.

DYNAMIC WEALTH & PORTFOLIO MANAGEMENT TIPS

January 29, 2021
Exceptional Investing Volatile Markets by Janiczek Wealth Management

Exceptional Investing in Volatile Markets

January 16, 2020

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Useful Resources

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