Our Year in Review

David Stone |

Since we are in the middle of the holiday season, I thought this would be my best last chance to get a blog in before the end of the year.  Naturally this time of year brings many people to the point of reflection of the events of the past year combined with the hope for the upcoming year.  As I look upon the events of 2016, there were a lot of wonderful things that happened as well as some sad and challenging things.  In a nutshell I experienced some very high highs and very low lows, as most people do throughout the year.

 From a business perspective, we had two great things occur.  The first was Tim Hamilton joining us in January.  He has turned into an asset for the company as his perspective and knowledge have certainly helped us grow this year.  Even though our clients haven’t had a chance to meet him yet as he’s gone through a lot of training throughout the year, this will be changing in 2017.  He will begin meeting with our clients in 2017, so they can start a relationship with him.  Over time as his relationship grows with our clients, our hope is they will feel as comfortable working with him as they do with the rest of our staff.  The other great event of 2016 was Laura passing the CFP® test this past November.  This will enable her to work with the clients on her own without me looking over her shoulderJ.  This is a great step in Laura’s career development which she has worked very hard to achieve.

Of course all things can’t be all peaches and cream (whatever that means).  The biggest lows we endured this year from a business perspective was the passing away of clients and business associates.  Since we view our clients as part of our family, it is difficult to see the surviving spouses and their families in such pain when they lose a close family member.  We also feel the loss as we’ve been a part of their lives for a long time, and there will be a certain emptiness knowing we will no longer see them.  The other challenge we faced this past year is from a technology standpoint.  We are always looking for ways to improve our service to our clients, and nowadays that is typically through technology.  We’re not where I want to be from technology standpoint, as some of the items we have implemented have fallen short of expectations.  However, I feel by this time next year I will be talking about the successes we’ve had with our technology.

Personally for us the highs were much higher and the lows were much lower than for the business.  The year started with our oldest daughter Heather getting engaged to her longtime boyfriend Josh.  They plan on getting married in September 2017 on Wendy and I’s 28th wedding anniversary.  During the spring and early summer, Wendy’s Mother was hospitalized which eventually ended up leading to her passing.  Even though we were all able to say good-bye, her passing has been very hard on the whole family.  However the summer ended on a high note, as Heather graduated from the University of Cincinnati.

In the spirit of the holiday season, we are very thankful for the blessings we have in our lives including our family, friends, clients, business associates, and acquaintances.  I wish all 4 or so J of our readers of this blog a year of peace, good health, happiness, and prosperity.  I hope everyone enjoys the holiday they celebrate this time of year along with a Happy and Healthy New Year! 

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