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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.

THE IMPORTANCE OF A YEAREND RECAP

  • Writer: Lindsey Curry
    Lindsey Curry
  • Dec 15, 2022
  • 3 min read


Whitaker Myers Group Photo

A year (and meeting) in review

This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills your (hypothetical) cup. We reflected on the past year, both successes and things to improve upon, and set goals for the upcoming year. Through thought-provoking discussions, we challenged ourselves to do better and brainstormed ideas to achieve this. We talked about ways to help us grow. We laughed and enjoyed each other’s company. We spent time at Ramsey Solutions’ Headquarters with Dave and his team. And we shared our opinions on the superior flavor of cheesecake at our team dinner.


All in all, it was a great few days getting out of the office, spending some time together as a team, and reflecting on this past year. And a practice we suggest doing in other facets of your life.


The benefits of a yearend recap

Personally, I feel like January, February, and March take like 9 months to get through, but once April hits, I blink and it is already the middle of December. And I often feel like I only checked off two of the things that I wanted to accomplish. But taking the time, sitting back, and reminiscing on what actually happened in the last 365 days, helps me put things into perspective. Often times I realize I accomplished more than I thought I did and even things I did not have on my “to-do board” at the beginning of the year (i.e., have a baby as I am now back from maternity leave!).


Now all your accomplishments may not be or feel all that life-changing. But even wins like putting in a garden, losing 10 pounds, joining an art class, learning to cook, reading for pleasure again, or committing to starting a budget (my personal favorite suggestion) are things that are good to acknowledge for yourself. These are the things that are good for your soul, and help recharge you for the new year to come.


Outside of fueling your fire to take on the coming year, reviewing the last 12 months can help you learn to do things differently. This can be both personal and professional. Maybe when you look back, you wish you would have handled a situation differently, or started (or ended) something sooner rather than waiting. Whatever the case may be, looking back can help you move on and grow for things to come.


Looking to the new year

As all wise people say, you can’t live in the past. So, take the lessons learned, and accomplishments gained and carry them with you into the next year. But build upon them. Set your goals higher, or modify them to help you become a better version of yourself.

A great way to do this is to sit down and give yourself a few minutes to reflect. Write down all the things that made you feel good, feel accomplished, and happy that you did this past year. Ask yourself, am I done with these accomplishments, or can I do better? Then, write down some action points to get you there and make them your goals. As Dave says, “a goal without a plan is just a dream”.


Lastly, challenge yourself. Swinging for the fences is the type of energy we want you to have, but make it attainable so you can succeed. Set yourself up with wins (even if small wins) along the way to keep the momentum and excitement going for these goals. (Is it me or does that sound familiar?)


And remember to give yourself grace. I think sometimes we all need this reminder. Between trying to keep up with the daily grind, eat healthily, workout, take care of the kids and succeed at work, it can all be a bit overwhelming. Be kind to yourself.


Wrapping the year (and meeting) up

So as the days start to dwindle down, give yourself a pat on your back. As I said, you probably have accomplished more than you have realized this past year. And then take that energy and move into the new year with excitement.


The trip to Tennessee last week was a good trip. I laughed with coworkers I hadn’t seen since I was out for three months and got to meet a new colleague that joined us while I was gone. It was good to reconnect and see how we all wanted to grow ourselves (and the company) in the coming months. It filled my cup. Both figuratively and literally as I sipped on my peppermint mocha latte in the lobby of Ramsey Solutions.

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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