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The Sherman Sheet

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Hopefully, you had a great Independence Day. It’s really nice to have a long weekend, isn’t it?

When you receive this month’s Life Insurance Selling, I hope you’ll read The Investment Edge to learn about Bill Sherman and The Sherman Sheet. Bill gives each of us a way to stay abreast of the market. The Sherman Sheet offers portfolio recommendations and a number of excellent strategies to keep financial advisors like you and me tactically and strategically sharp.

Mostly, I don’t discuss the column in the blog nor vice-versa. I’m making an exception this week because it is likely that you can grow your practice substantially by paying attention to The Sherman Sheet. The program is designed so you spend time gathering assets and visiting with prospects and customers while Bill and his crew do the heavy lifting regarding market analysis and daily reporting.

Bill has argued during the troublesome, dismal weeks in June and the volatility during the past winter and spring that we continue to be in a cyclical bull in the middle of a secular bear. If you paid attention to the daily edition of The Sherman Sheet, instead of having panic attacks, your customers would have made a fair sum last Wednesday, Thursday and Friday. I did get an email from people who thought the world might be ending, again, a few days before those really nice up days. The world didn’t end, clearly.

You can learn more about Bill and The Sherman Sheet by phoning Gordon Case at (800) 741-5164, or emailing him at [email protected]. There is additional information at, or, of course, you may read my Investment Edge column in the July issue.

Have a superior (short) week and do great things for your family and customers.

For more on The Sherman Sheet, see:

Engineering Investment Success: Bill Sherman and The Sherman Sheet

Debt, war and fear

For more blogs from Richard Hoe, click here.


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