Think Counter Intuitive

Thinking Outside the Box by Lloyd Williams

Another Reason for Tangibles

27 April 2011 No comments

Colin Barr wrote an interesting article for Fortune last week, titled Lost decade? We’ve Already Had One. The article sheds further light on the blog post earlier concerning the increase in earning on the S&P 500.

GDP that stems from new debt — mainly deficit spending — is phony: it is debt-financed consumption, not prosperity. Net of deficit spending, our prosperity is nearly unchanged from 1998, 13 years ago. - Rob Arnott of Research Affiliates

The article reinforces our concentration in commodities and commodity-driven markets as the assets with the greatest relative strength. Domestic US equities substantially lag in strength and hold a minority position in the portfolio currently.

Subscribers will recall the importance of the low correlation between tangibles and intangibles. These two large market categories comprise the macro movement of the markets, as they shift over long periods of time from tangibles to intangibles. Those investors limited to only the intangibles of stocks, bonds, and cash are handicapped in all markets conditions.

Please add your thoughts and comments above.

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Client Newsletters

25 April 2011 No comments

Client Newsletters are an important form of communication. They allow you to talk to your entire client base at once. This mass communication format will save you hours of one-on-one phone calls to answer the same questions that can easily be illustrated in a newsletter. Accompany this with a monthly or quarterly conference call and you are able to proactively answer clients’ questions and concerns.

This will free your time to focus on your client relationships and prospects. Proactivity is the solution. Communicate education and service in bulk and strategic planning one-on-one.

Subscriber Only Content:
If you are a subscriber, you can download the full version of the client newsletter illustrated above.

If you are not a subscriber, you may receive a 14 day free trial at http://www.ActionSheets.com and be sure to select Lloyd Williams as referrer to have access to the Subscriber Only training and resources.

Special Note: This client newsletter example is based - with permission - on documents provided to advisors who are subscribers to The Sherman Sheet. For more information please visit www.theshermansheet.com.

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New DISC / PIAV Assessment Tool Available

25 April 2011 No comments

The DISC and PIAV assessments are now consolidated into a single report called Success Insights Behaviors and Motivators. The new single report includes all the content of the two previous reports with additional Team Building and Action Points.

If you have team members who have not done an assessment recently this is a good time to assess their skills. You can access the Registration Form here.

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Interesting Chart: S&P TSX Jan 1, 1998 - April 15, 2011

18 April 2011 No comments

Source: Thomson One

Are your portfolios prepared for this kind of volatility? Are your client’s willing to ride the roller coaster with you again? Stay tuned for the Four Myths of the Market and how to avoid them.

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Journalism Described by a Journalist

From The Paris Review - Spring 2011

Janet Malcolm has written many books of non-fiction and magazine articles since her publishing debut in The New Yorker in 1963. Yet for all the volume of her output (and its quality), her largest claim to fame still probably rests on one 26-word sentence she wrote more than 20 years ago. The sentence reads: “Every journalist who is not too stupid or too full of himself to notice what is going on knows that what he does is morally indefensible.” That declaration, found on the first page of her book The Journalist and the Murderer, was a lightning rod for debate back then and truism though it may be, it’s lost none of its power to provoke since.

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Mastery of the Art of Living

A master is the art of living draws no sharp distinction between his work and play; his labor and his leisure; his mind and his body; his education and his recreation. He hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing, and leave other to determine whether he is working or playing. To himself he always appears to be doing both.

- Francoise Rene Auguste Chateaubriand

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Interesting Chart: What Do You Think?

8 April 2011 2 comments

The chart clearly shows a rising trend of increased earnings over time and an extraordinary recovery of earnings from 2008. What are your thoughts? Please comment and share with others.

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Avoid the Next 2008, Watch This Movie…

If you watch only one movie this year, make sure you buy and watch Inside Job. Understand the cause of the 2008 market meltdown. Who was involved and why it will happen again.

The interviews and charts alone are worth the DVD. But more important for your future is what has not changed and why the greed of a few will recreate the same problem in the future. If your clients lost money in 2008 you owe it to yourself to better understand what happened.

Buy Inside Job DVD now.

Prepare yourself for the upcoming workshop series on how to protect your clients assets now and in the future.

Download Additional Info.

What do you think will be done to avoid this happening again? Please add your comments above.

Additional Subscriber Only Content

The PDF file How Do We Avoid the Next 2008 From Happening? is available for subscribers to download.

If you are not a subscriber, you may receive a 14 day free trial at http://www.ActionSheets.com and be sure to select Lloyd Williams as referrer to have access to the Subscriber Only training and resources.

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iPad 2: Innovation That Transforms

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200 Years That Changed the World

Click on the image above to see the last 200 Years That Changed the World.

Source: GapMinder.org.

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