Hepburn Capital Management

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70 Has Become The New 65

Posted on March 3, 2014
March 4, 2014   70 Has Become The New 65 The Investment View from Prescott, Arizona Due to increases in Social Security’s delayed-retirement credit, the real retirement age is now 70, according to  a  recent research paper from the Center for Retirement Research at Boston College. “Social Security benefits increase to 132% of the full retirement age amount if collected at 70.” Although eligible workers can
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Posted in Money Matters Newsletter advanced investment analysis, analysis, benefits, IRA, Planning, retirement, retirement age, retirement benefits

Once in a Lifetime?

it is when the unimaginable occurs
Posted on June 15, 2009
June 16, 2009 Once in a Lifetime? I have been saying my “gratefuls” recently as both our Careful Growth* and Flexible Income strategies* have posted prodigious gains over the past 3 months. I expect great runs to occur from time to time on the growth side, but I also expect the income side to be more laid back and a little slower to post gains due
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Posted in Money Matters Newsletter analysis, history, recession, stock market

(Making a) Living on the Edge

cliff
Posted on August 29, 2007
Edges are where the social, political and biological action is.  Edges are the first places shaped by change. On the edges of seacoasts, forests, riverbanks, civilizations and investment markets—gulls scream, chipmunks gambol, poison ivy grows, ideas germinate, artists flourish and predators wait. Edges are where most of the feeding happens.   The edge is where I began operating from in the 1990’s when my investment style
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Posted in Money Matters Newsletter active management, analysis, buy-and-hold, buy-and-hope, investments

Upcoming College Courses

Posted on January 11, 2007
Basic Investing for Retirement Begins Feb 8th at Yavapai College. (Tuition $45) Four 2-hour classes designed for investors who want to become more confident about their financial decisions. Call 928-778-4000 or click the link below for details. http://mcsv.net/cgi-bin/redir?MCid=JSwmHQsMsaITsbJYF0a0 Socially Conscious Investing Feb 7th. A 2-hour class offered through YC’s OLLI program. ($20 OLLI members, $55 non-members) Using social screens for your investments can enable you to
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Posted in Money Matters Newsletter accounts, advanced, analysis, apologize, associated, beginning, completion, confident, conscious, decision, decisions, designed, experienced, financial, important, inconvenience, investing, investment, investments, investor, investor's, requested, retirement, schedule, technical

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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.