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Could This One Month Impact Your Entire Year Financially?

Is the January Effect a real thing?

In this video, James Lenhoff, president of Wealthquest, defines the January Effect and whether or not it’s true.

If you’re not familiar with this term, it’s the idea that January will set the tone for the entire year. Can we count on January to project the trajectory of the next eleven months?

The reality is that, no, this first month of the year doesn’t necessarily mean much in the grand scheme of a calendar year aside from providing a bit of a rebound after December. It’s not definitive. However, there could be a January Effect as it pertains to the rest of your finances.

If you have a goal to pay a certain amount of your debt or want to track your expenses more closely, how you choose to take action in January you will influence the pace for the year. The longer we wait to start making progress on our goals, the more difficult they become to achieve. What can you start doing now so you can reap the benefits in the future?

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At Wealthquest, you’ll discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if WQC is engaged, or continues to be engaged, to provide investment advisory services, nor an endorsement of WQC by a current or past client.

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Invest In Your Life. We’ll Do The Rest.

Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary experts, all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.

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Cincinnati

Tel: 513.530.9700
Fax: 513.530.9776
info@wqcorp.com

Chicago

T: 630.581.3580
F: 513.530.9776
info@wqcorp.com