Calgary Cares: Healing with Compassion

Greetings!

Today, we remain a community in mourning. Calgary is well known for its clear running water; right now that includes the tears being shed in countless homes, offices, and classrooms. Water in all forms can cleanse and heal…if we allow it to by literally going with the flow, instead of resisting.

When a senseless tragedy like the murder of young people happens at the hands of a peer, with a motive yet unknown, it shakes all of us to the core. The closer we are to the victims or the accused, the more acute and profound the pain and grieving becomes. As time passes, many of us are learning just how close we were to being directly and intimately affected by the pain of one very frightened young man; this includes my family.

About a year ago, the Boston Marathon bombing happened. The motto that emerged, “Boston Strong,” expresses the civic resiliency and unity that emerged from their galvanizing tragedy. I’ve seen a few “Calgary Strong” bumper stickers since our epic floods in the summer of 2013, but the Calgary Stampede’s spontaneous adoption of the brilliant “Hell or High Water” motto captured our hearts as THE expression of our own community spirit, teamwork and dedication…quite literally defiance in the wake of widespread destruction.

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From the Crow’s Nest – April 2014 Edition

Greetings!

Welcome to the April 2014 edition of Views from the Crows Nest. A lot has transpired in the interval since our 2014 Annual Forecast Issue, and it appears that market action is now heating up again. Are you prepared to dance to “The European Shuffle?”

The last six months have been extraordinarily busy for our firm, with a focus on transitioning clients to the Portfolio Managers that we approved and hired in late 2013. While making major changes of any kind is never easy, early success (solid investment performance) following the transition has confirmed the prudence of our decision to hire new investment partners. I like it when the first steps taken together are in a positive direction.

It’s really quite remarkable how easily one can discern lower stress in hindsight. The proverbial frog that boils to death in a slowly warming pot cannot adequately perceive its own peril simply because the change is gradual, not unlike Jim Dines’ laser-focused expression, “Those inside the bubble cannot see the bubble.” Thank goodness for those who care enough to pop our own bubble when they see what we cannot or will not perceive.

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2014 Annual “Forecast”

Greetings!

Welcome to the 2014 Annual “Forecast” edition of Views from the Crows Nest. One of the many challenges with publishing a document that is intended to cover a one year period is that so much can change in a year.

Another challenge is choosing a theme, especially now when my creative faculties are wide open to receiving wisdom from countless sources. It’s not always this easy, so I’m deeply grateful when I am blessed with an almost embarrassing abundance of ideas, opportunities and new connections.

The most obvious challenge, though, is getting the actual forecasts themselves accurate enough to actually be useful and helpful to readers. The reality is that high-quality forecasts and advice are only as useful as they are timely, so forecasts that are too broad can actually be counter-productive.

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Party with a Purpose

Integrated Life Management

Have you ever been in a situation where everything you’ve dreamed about just “flows” and wish you could repeat this at will?

Have you ever wanted to connect with a dynamic, diverse tribe of other intelligent professionals and practitioners who “get it” and can enrich your life?

Have you ever wished for a simple, low-cost, effective solution to attracting only ideal clients to your business…and that this could actually be fun?

Have you ever imagined that your business and personal lives could both be in complete alignment with the authentic you, with no B.S. or pretense?

Are you open-minded, collaborative and willing to give and receive wisdom, joy and abundance, so you can share it with your inner circle?

If you answered “Yes” to one or more of these questions, then we request the pleasure of your company at a lively, meaningful and exceptionally productive get-together early in 2014. You may also bring one other person who fits the criteria above, and first priority will be given to direct recipients of this note.

I’ll send a reminder with more info before 2014, and then you can ask your big questions at the party…there’s a very good chance you’ll love the answers

Friday January 10, 2014 7:00 to 9:00 PM
At Self Connection Books 4611 Bowness Road NW
(Next door to NOtaBLE Restaurant)

Please RSVP as soon as possible to
Lisa@integratedwealthmanagement.ca

Views from the Crows Nest: December 2013 Issue

Welcome to this edition of Views from the Crowsnest. It’s been many months since I sat down to peck out my newsletter. We’ve been busy with important AND time-sensitive matters, as our Client Families always come first. It’s good to be back.

My wife and I love to watch comedy as we relax before bed, and one of my favorite stand-up routines from the Montreal Comedy Festival is a rant from a humorist whose character is a bombastic pub owner from GREAT BRITAIN! In answer to the question about why Brits and Canadians don’t have their own dream, like our neighbours with “The American Dream,” he answers quite poignantly, “It’s because we’re awake.”

The Renaissance Era in western civilization took place following many centuries of tight control of the scientific, creative and philosophical communities by the Catholic Church. The severity of this centralized control was a significant factor in the scope and force of the eventual bursting of the shackles…not unlike compressing a spring that cannot be permanently constrained.
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Can we finally start learning and changing from Remembrance Day?

Remembrance Day is always highly emotional for me, increasingly so as I mature, reflect back on my youth and gain new perspective from these memories. So here is my question for readers: Can we finally start learning and changing from Remembrance Day? Yes.

Before anyone tunes out because they think this article is unsupportive of our Canadian Armed Forces, let me first share with you exactly where I’m coming from.

My parents were born in 1927 and 1934 in small‐town Holland, each part of large Catholic families whose fathers were skilled craftsmen. My grandparents had dignity, made enough to support their families, and wanted exactly what most parents want today: to help their children grow up healthy, strong and responsible with the best of what each parent and their community had to offer.
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Our new blog has launched

Our new blog has launched. Stay tuned for news from Integrated Wealth Management.

Views from the Crows Nest: July 2013 Issue

Welcome to the July edition of Views from the Crows Nest.

Calgary summers are short, and so this edition will be, too.

Too much of almost anything is bad for us, including essential elements of a healthy lifestyle. Food, drink, sunshine, and exercise in moderation are excellent, but in excess they can be destructive.

The same holds true of information consumption. In respect of our investment portfolio, the mainstream financial industry would have us believe that more information is always better. The typical hooks that broader media use include: conflict (very polarized market opinions), celebrity (what the richest and famous Wall Street types are saying), fear of missing out on gains (greed), and fear of losing capital (this is the big hot-button).

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Views from the Crows Nest: June 2013 Issue

Welcome to the June edition of Views from the Crows Nest.

There are certain times – like now – when investment markets appear to be in a state of “suspended animation.” And it’s extreme times like these when the disconnection of markets from common sense, logic and rational valuation puts our Patience and Discipline to the test in an almost overwhelming way. Rest assured, a major tipping point is coming soon, perhaps even before the next edition of this newsletter.

Since the equity markets hit their crisis bottom in early March 2009, many investors have been waiting for the second half of the global debt hurricane to hit. This bias, based on then-recent experience, makes it difficult for many to ride an uptrend with patience…after having been burned significantly by market declines that mainstream “experts” said were simply not possible. It’s also incredibly difficult to forget the emotional and financial pain caused by the 2008-9 financial crises.

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Views from the Crows Nest: May 2013 Issue

Welcome to the May 2013 Views from the Crowsnest.

The great gold trader Jessie Livermore is credited with saying “The biggest profits are in your patience.” This wisdom rings true whether you are still invested in US equities which continue to rise seemingly incessantly, or you are waiting to play the downside in equity markets.

And if you’ve already exited most or all of the equity positions in your portfolio, you may find yourself feeling rather impatient while waiting for the current market euphoria to end. Patience, indeed.

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