Year End Review – 2021


Attitude of Gratitude

I always like to end the year and take some intentional time reflecting on the past year and planning for the following year. 2021 has been a trying year, no doubt. It seems you couldn’t turn on the news without hearing about the global pandemic, politics, and some other societal tension. Nevertheless, the stock market has been performing well. When looking at three major indices (S&P 500(GSPC), Dow Jones(DJI), and Nasdaq(IXIC)), you will notice all three have strong YTD returns.


This further reinforces the notion that the best time to invest is always today. No one could’ve accurately predicted the effects of the pandemic on markets and businesses. However, if you stay in and take a long-term approach to investing, you will find how resilient the markets are.


Growth Mindset

Professionally I have a lot to be thankful for. Vantage Pointe Planning continues to grow. I am convinced that I get to work with some of the best clients around. They challenge me in a good way, and are intellectually curious, and value professional advice. In addition, I am thankful for all the families that entrust me and seek my guidance on some of the most important financial decisions in their lives. Our approach is always to get to know our clients personally so we can create a financial plan specific to their goals.

A big move for us this year was moving into our new permanent space.



As a way to invest not only in our business but the community as well, we developed a coworking space District No.3.



We see this as a space where members can work, connect, work collaboratively and build great companies. This aligns with one of the primary motivators in Vantage Pointe Planning – which is to provide value to support and always work in our client’s best interest.


It’s been a busy year. But, as any entrepreneur will attest, in building anything of note, it is essential for every team member to also practice self-care. I usually enjoy taking some time outside and just practicing gratitude, mindfulness, and intentionally taking stock of all my blessings goes a long way for me.

Thank you for your continued support, and I’m looking forward to all that 2022 will bring; and I’m hoping you spend some time focusing on the good in your life too. See you next year!


Vantage Pointe Planning, L.L.C. is a registered investment advisor with North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. We will offer individualized responses to persons in a particular state only after complying with that states regulatory requirements, or pursuant to an applicable state de minimis exemption or exclusion. This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice. The information should not be construed as advice to meet the particular investment needs of any investor. With each financial planning engagement, our ADV Part 2 which includes the Privacy Policy, must be delivered to the Client. These will be emailed to you prior to our Introductory Meeting.