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How to Be a Genius

How to Be a Genius
Posted on March 25, 2022 by Will Hepburn
March 25, 2022 How to Be a Genius Napoleon’s definition of a military genius was “the man who can do the average thing when all those around him are going crazy.” It’s the same in investing — especially as markets get wild, as they’ve been these past few months.  It may be hard to tell from the indices that make most of the headlines, but as
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Posted in Money Matters Newsletter

The Canary in the Coal Mine

The Canary in the Coal Mine
Posted on February 24, 2022 by Will Hepburn
February 24, 2022 The Canary in the Coal Mine Many investors think of the stock markets as a giant cash register. Just put your shares in and take cash out. However, there is not an endless supply of cash in the markets. Someone must be on the other side of the cash register putting money in so you can take it out. That is called liquidity,
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Posted in Money Matters Newsletter

What the Boogeyman Looks Like

What the Boogeyman Looks Like
Posted on January 28, 2022 by Will Hepburn
January 28, 2022 What the Boogeyman Looks Like The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice)  I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting in indictments of Caspar Weinberger, the Secretary of Defense, and the conviction of National Security
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Posted in Money Matters Newsletter

Index Investing Isn’t What You Think

Index Investing Isn’t What You Think
Posted on December 31, 2021 by Will Hepburn
December 31, 2021 Index Investing Isn’t What You Think “In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”– Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the current rage because it is easy to understand with a one-decision-and-done allure, and it is
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Posted in Money Matters Newsletter

Caveat Investor: Regulators Slam Automated Advice Firms

Caveat Investor: Regulators Slam Automated Advice Firms
Posted on November 26, 2021 by Will Hepburn
November 26, 2021 Caveat Investor: Regulators Slam Automated Advice Firms In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters.    Robo-Advisors are low-cost digital investment advisors offering automated advice with little or no human interaction.    Deficiencies noted in the SEC risk alert include those centering on robo-advisors’ fiduciary
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Posted in Money Matters Newsletter

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Money Matters Newsletter

  • 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
  • Why This Bear Market May Not Be Over Yet July 29, 2022

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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.