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Today’s Big Questions

Today’s Big Questions
Posted on February 24, 2023 by Will Hepburn
February 24th, 2023 Today’s Big Questions Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief comments, below. At the end of this article, I will conclude with how Shadowridge deals with big hairy issues like these. Q: What will happen if Congress does not raise the debt
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Posted in Money Matters Newsletter

Changes Coming in Inflation Reporting

Changes Coming in Inflation Reporting
Posted on January 27, 2023 by Will Hepburn
January 27th, 2023 Changes Coming in Inflation Reporting The Fed’s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fed’s February 12th announcement will include these newest changes. The government constantly fiddles with the CPI calculations, normally to make themselves look good, or at least not as bad. Some years ago, in researching for my college
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Posted in Money Matters Newsletter

Seven Things Investors Can be Grateful for This Year

Seven Things Investors Can be Grateful for This Year
Posted on December 30, 2022 by Will Hepburn
December 30th, 2022 Seven Things Investors Can be Grateful for This Year Often we commentators focus on problems facing investors. Instead, I’d like to point out seven things that our clients have to be grateful for this past year. 1) Cash is making a comeback. It has been a long time since cash accounts paid anything above diddly. In fact, 10 out of the past 14
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Posted in Money Matters Newsletter

Are We in For a Lost Decade?

Are We in For a Lost Decade?
Posted on November 25, 2022 by Will Hepburn
November 25th, 2022 Are We in For a Lost Decade? A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japan’s Nikkei Index dropped over fifty percent and took 16 years to regain the 1990 level. (Source: Investopedia) My term for these periods is Generational Bear Markets, not necessarily because they last
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Posted in Money Matters Newsletter

Snakes

Snakes
Posted on October 28, 2022 by Will Hepburn
October 28th, 2022 Snakes With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?” I usually reply something along the lines of, “Pretty well. At Shadowridge, we expected bear markets in both stocks and bonds and had plans in place for how to deal with them. We recognized these declines for what they were when
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Posted in Money Matters Newsletter

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Money Matters Newsletter

  • Today’s Big Questions February 24, 2023
  • Changes Coming in Inflation Reporting January 27, 2023
  • Seven Things Investors Can be Grateful for This Year December 30, 2022
  • Are We in For a Lost Decade? November 25, 2022
  • Snakes October 28, 2022
  • Just How Bad Are Things? September 30, 2022
  • What to Expect From Inflation? August 26, 2022

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admin@hepburncapital.com
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969 West Rosser Street
Prescott, AZ 86305

Copyright © 2021 Hepburn Capital Management, LLC. All Rights Reserved.
In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Shadowridge Asset Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes. Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Shadowridge Asset Management, LLC, a Registered Investment Adviser. Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.