Chart of the Month
Epidemics and S&P Index Performance
Coronavirus is one of thirteen epidemic outbreaks that have threatened health and economic conditions over the last 40-years. While news of the outbreaks often moves financial markets, in 11 of the 12 cases prior to coronavirus, the S&P 500 was up an average 8.8% 6-month later and in 9 of the 11 cases, it was up 13.6% after 12-months.* While we take such historic studies with a grain of salt, they are a reference point as we assess if/how this health/economic threat is different. Stay tuned.
Janiczek Wealth Management – At a Glance
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The content herein is to be used for informational purposes only. Neither Janiczek Wealth Management or its owners and employees represent or warrant the accuracy or completeness of the information contained in this report. In no event will Janiczek Wealth Management or its owners or employees be liable for any damages that may result from the use or reliance on these materials.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Janiczek® Wealth Management (“Janiczek®”), or any non investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Janiczek® is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Janiczek®. Please remember that 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. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Historical performance results for investment indices and/or categories have been provided for general comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your account holdings correspond directly to any comparative indices.
Award Selection Criteria for Top Financial Advisors
Please Note: 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 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 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. Rankings are generally limited to participating advisers.
Barron’s Top Advisors: Rankings are based on data provided by advisors. Included factors were assets under management, regulatory record, revenue produced for the firm, quality of practice and philanthropic work. Investment performance is not an explicit component.
Top Financial Advisors/Financial Times: Rankings are based on data provided by investment firms. Included factors were assets under management, asset retention, years of experience, FINRA compliance record. Investment performance is not an explicit component.
Advisory HQ: Rankings are based on data provided by investment firms. Included factors were fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.
Mutual Funds Magazine: Rankings are based on data provided by investment firms. Included factors were nomination by peers, higher education, professional accreditations, SEC and state registrations, fee structure, assets under management, minimum client portfolio, years of experience and SEC filings. Investment performance is not an explicit component.
Worth Magazine: Rankings are based on data provided by investment firms. Included factors were professional designation and background, client retention rates, average portfolio returns, fee structures and sample financial plans were submitted for review. Investment performance is not an explicit component.
Sources: Barron’s March 2019, 2018, 2017, 2016, 2015, 2014; Financial Times June 2017, 2015; AdvisoryHQ March 2018, 2017, 2016; Mutual Funds magazine January 2001; Worth magazine July 2002, January 2004, October 2004, October 2008. TM & Copyright Janiczek Wealth Management. All rights reserved. Strength Based Wealth Management® 35 Essential Strengths®, The Stages of Financial Freedom®, Wealth Optimization Plan™, Wealth Optimization Dashboard™, Lifestyle Protection Analysis™, Flourish! Activators™ and Flourish! Based Retirement Planning™ are all trademarks of Wealth with Ease, LLC. For details, call 303-721-7000.