1. The ability for continued monetary stimulus and a hopeful trade resolution points to a global economic recovery, not recession, in 2020.
2. Aggressive global central bank rate cuts will likely continue to keep bond yields lower.
3. Fed’s dovish monetary policy should be short lived with one more rate cut expected this year followed by a justified firmer stance moving forward.
1. Global equities posted positive performance for the quarter despite a difficult May with the S&P 500 recording best June since 1955.
2. Collapse of 10 year treasuries contributed to a strong quarter for bonds.
3. Though expansion is long in the tooth, current economic indicators support continued growth.
1. Domestic equities’ performance in Q1 was the best in nearly 10 years.
2. Favorable interest rates plus a potential China trade resolution have driven much of this year’s equity rally.
3. The Fed’s pivot to a more dovish monetary policy drove U.S. bonds higher.
Janiczek Wealth Management is pleased to announce that it has once again been named to a Top and Best Financial Advisors in Denver, Colorado list–this time by Expertise.com. This adds to Janiczek’s long history of accolades including lists published in Barron’s, Wall Street Journal, Worth magazine, Mutual Funds magazine and others.*
To begin a conversation with Janiczek Wealth Management, to see if and how it makes sense to engage them for investment and wealth management services, call its Denver headquarters at 303-721-7000.
The firm specializes in serving high net worth investors (individuals with investment portfolios of $1.5- to $20-million) and ultra-high net worth investors (individuals with investment portfolios of $20-million and above).
Evaluate the Forest, not each Tree
Warren Buffett has a way of communicating financial principles in ways that hit home, and this year’s annual letter to shareholders is no exception. He’s managed Berkshire Hathaway since 1965, growing the company into a $500 billion conglomerate that owns and operates 66 different businesses generating $225 billion in sales.
Warren Buffett, CEO of Berkshire Hathaway. Photo credit-https://www.fool.com
1. We find little evidence of excess in the economy that usually results in a recession, and this gives us reason to think the next recession is still some time away.
2. The investment markets are re-pricing for a slowdown in economic growth, but absent a recession, the bull market is likely to resume.
3. Non-U.S. stocks and value stocks offer some attractive opportunities given their respective cycles.
January High-5 from Janiczek
A monthly recap of articles designed to inform and inspire on a variety of topics related to investing and wealth management.
In this edition:
- 2019 Outlook / 2018 Top Takeaways and Market Review
- Investing in Volatile Markets
- Wealth & Health in 2019
- More Freedom in 2019
- All for One, One for All
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:
- 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.
- 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
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