Hepburn Capital Management

  • Account Access
  • Strategies
    • Adaptive Balance
    • Adaptive Growth
    • Shock Absorber
    • Flexible Income
  • Newsletter
  • Articles
  • Info
    • Yavapai College Classes
    • SEC/FINRA Forms
    • About Us
    • Contact Us

Share

  • Twitter
  • Facebook
  • LinkedIn

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
————————— read more —————————
Posted in Money Matters Newsletter

Caveat Investor: Regulators Slam Automated Advice Firms

Index Investing Isn’t What You Think
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
————————— read more —————————
Posted in Money Matters Newsletter

The Big Question

Index Investing Isn’t What You Think
Posted on October 28, 2021 by Will Hepburn
October 28, 2021 The Big Question The most frequent concern that I hear from clients, regardless of what is happening in the economy, politics, or the market, is, “I worry that the bottom is going to drop out of the market, what can we do about it?” In this situation, there are three main strategies available to us: One: sell and just sit in cash. If
————————— read more —————————
Posted in Money Matters Newsletter

The Tip of China’s Iceberg

Index Investing Isn’t What You Think
Posted on September 30, 2021 by Will Hepburn
September 30, 2021 The Tip of China’s Iceberg Developments surrounding China’s second-largest property developer, Evergrande, are beginning to remind me of the cracks in the US mortgage markets in 2008. Evergrande is on the verge of bankruptcy, and whether the Chinese government will bail the company out is debatable, considering China’s recent business crackdowns in other areas.  With $300 billion in debt, a failure of Evergrande
————————— read more —————————
Posted in Money Matters Newsletter

Are We About to See Double-Digit Inflation?

Index Investing Isn’t What You Think
Posted on August 31, 2021 by Will Hepburn
August 31, 2021 Are We About to See Double-Digit Inflation? We’ve done it before, several times. Inflation, even if it is mild, destroys the purchasing power of your dollars.  So, the bigger question beyond “could we see double-digit inflation?” is “how to protect your family and your savings from its ravages?”  This question is especially important if you invest in bonds, annuities, CDs, or mortgages.  All
————————— read more —————————
Posted in Money Matters Newsletter

Pages:

« 1 2 3 4 … 72 »

Newsletter Signup

4 Minutes of Essential Information:

How to choose the best investment manager

  • important information about different kinds of investment managers
  • most of the investment managers in Prescott, and their type
  • How to research investment managers before you choose

Money Matters Newsletter

  • The ESG Emperors Have No Clothes May 27, 2022
  • The Problem with Recessions April 29, 2022
  • How to Be a Genius March 25, 2022
  • The Canary in the Coal Mine February 24, 2022
  • What the Boogeyman Looks Like January 28, 2022
  • Index Investing Isn’t What You Think December 31, 2021
  • Caveat Investor: Regulators Slam Automated Advice Firms November 26, 2021

FULL NEWSLETTERS

Contact Info:

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.