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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

Is a Government Shutdown Imminent?

Is a Government Shutdown Imminent?
Posted on April 28, 2023 by Will Hepburn
April 28th, 2023 Is a Government Shutdown Imminent? A debate is brewing in Congress about whether to approve President Biden’s request to raise the $31.4 trillion debt ceiling. If not resolved, the issue could cause a shutdown of government services beginning as early as July. With this issue possibly dominating the news next month, I thought I would address it here, before you begin to worry
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Posted in Money Matters Newsletter

In This Market, Agility Is the Key

In This Market, Agility Is the Key
Posted on March 31, 2023 by Will Hepburn
March 31st, 2023 In This Market, Agility Is the Key The new year gave the financial markets some nice upward momentum – until it didn’t. In January, enough stock market indicators were turning positive to have commentators suggesting the bear market was over, but that dynamic has turned around 180 degrees. The late Marty Zweig had a saying: “There is nothing so bearish as a failed
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Posted in Money Matters Newsletter

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

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Money Matters Newsletter

  • Is a Government Shutdown Imminent? April 28, 2023
  • In This Market, Agility Is the Key March 31, 2023
  • 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

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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.