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12 Steps to Economic Security

Posted on September 5, 2016
1. We are only powerless over the financial markets and the economy if we ignore them. 2. Believe it: People who are financially successful share certain traits. 3. Make a decision to be disciplined in your financial matters. 4. Do a personal financial inventory. 5. Decide what you want financially. 6. Prioritize the most important items on your wish list. 7. Never spend your interest or
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Posted in Featured Articles

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

Just How Bad Are Things?

Just How Bad Are Things?
Posted on September 30, 2022 by Will Hepburn
September 30th, 2022 Just How Bad Are Things? We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or that the future looks bleaker each year, or, or, or. World-weariness affects almost all of us at times – but are things really that bad? Steven Pinker,
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Posted in Money Matters Newsletter

What to Expect From Inflation?

What to Expect From Inflation?
Posted on August 26, 2022 by Will Hepburn
August 26th, 2022 What to Expect From Inflation? Inflation has begun to moderate, largely due to our government’s move to destroy demand with high prices and pull money out of consumer’s hands via higher taxes. Policies designed to limit supplies of energy are evidence of the government’s intent to raise gas prices. The Russia/Ukraine war may have stolen some headlines, but the direction of oil and
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Posted in Money Matters Newsletter

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Money Matters Newsletter

  • 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
  • Are Your Investments a Mess? June 24, 2022

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admin@hepburncapital.com
928.778.4000

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.