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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureSummit Puri

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series, it’s probably important to discuss intentionality in the context of investing, right? The logical thought is that the more intentional and focused I am with my money today, the more that my money will work for me tomorrow. Dave Ramsey says it nearly every day, “live like no one else today, so you can live and give like no one else tomorrow.” The foundation of intentionality is not only a psychological construct but also an action and reaction component that determines if the intention is positive and yields the desired outcome.

 

Mud is fun to play with, but it won’t grow anything without seeds

How do I reach my end goal if I’m not intentional? Most of you have likely heard the phrase that a farmer who plants cabbage cannot expect to grow corn. Another that states the farmer who waters the soil every day, makes sure to clean the weeds, and always watches for sunlight on his farm only has muddy soil if he doesn’t plant any seeds. Intentionality takes not only the reasonable steps but also the proper steps forward to bring success or the desired outcome. The Social Cognitive Science Research Center at Brown University identified five key components that makeup people’s concept of intentionality, and thus, an action is intentional if:

 

1.     There is a desire for an outcome

2.     A belief that the action will lead to the outcome

3.     An intention/desire to perform the action

4.     Skill to perform the action

5.     Awareness while performing it

 

You can read the study here: Intentionality | Malle Lab (brown.edu)

 

So, intentionality is not only the longing for a specific outcome or action to achieve it, but intentionality requires the right action at the right time to reach the end goal. There is no way that we all have the proper skill set to accomplish every goal we set. No matter how hard I try, I can never learn everything in the world. So, what do we do? As stated in Proverbs 19:20-21, “Listen to advice and accept instruction, that you may gain wisdom in the future. Many are the plans in the mind of man, but it is the purpose of the Lord that will stand”. We seek advice from our mentors, pastors, teachers, supervisors, family, friends, and others. We learn from each other and base our growth, trajectory, and decisions based off of what we learn. This is an act of intentionality, and incorporating these learnings continues to build our intentionality mindset.

 

Desire vs Intentionality

In the research shared above, the team at Brown University further defines desire vs. intentionality. The desire I have to accomplish a goal versus the intentional steps I’ve taken to achieve that dream should be defined clearly. Their research segmented desires as wants, as any ‘conceivable state’ and is the input function for the goal. On the other hand, the intention that one has is the ‘actionable state’ and the output function for that goal. Remember that neither addresses the capability or capacity to accomplish the objective.

 

Too academic?

Unfortunately (or fortunately), we don’t stop there. This week, I hope you take away that the foundation of an intention, intentionality, or the intentional mindset is a desire for an outcome, belief the action will lead to the result, intention to perform the required action, skillset to perform it, and the awareness (right or wrong) while performing the action.

 

To help reach our financial goals, we need the support of our trusted financial advisors to get us to the end goal because we don’t know everything, and we should take it! We’ll dive deeper into creating an intentional mindset in upcoming articles, so stay tuned!

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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