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

August 2004: New Portfolios

Posted on December 23, 2005
Bond Protection Portfolios Most bond investors know that rising interest rates can cause huge losses in bond portfolios, regardless of whether we are talking individual bonds or bond funds. With bond prices still trying to recover from shocking declines last summer and this spring, our new Bond Protection portfolio, first offered in May, is attracting interest from high-net-worth investors. In this strategy we will apply hedging
————————— read more —————————
Posted in Money Matters Newsletter allocation, alternative, appointment, appropriate, attribution, calculations, challengers, constitutes, devastating, disadvantages, educational, environment, experienced, information, investments, participate, participates, performance, professional, progressive, solicitation, specializes, substantially, underwriters

Home Sales:

inflation_chart
Posted on October 15, 2005
Home Sales:  Not The Logical World of Supply and Demand            Generally speaking, the law of supply and demand dictates that when the supply of a certain item goes up, the price will come down.  But not so with houses, it seems.  The National Association of Realtors reports many months of rising inventories of home listings, yet prices in most areas are not yet backing off. 
————————— read more —————————
Posted in Money Matters Newsletter accident, advisors, appointment, around, brakes, changing, compared, concerns, conditions, dangerous, different, driving, however, intentionally, investment, investments, investor, markets, perform, selling, sitting, situation, steering, strategies, traffic

Which Investments are Best for Your IRA?

Posted on August 15, 2005
August 2005 Which Investments are Best for Your IRA? The latest tax law change has reduced the long-term capital gains tax and the tax on qualifying dividends to 15%. However, interest income, nonqualified dividends, and short-term capital gains will still be considered ordinary income and therefore taxed as high as 35%. In light of these changes, you may want to reevaluate which of your investments should
————————— read more —————————
Posted in Money Matters Newsletter additional, appointment, championship, complicated, consolidate, construction, contribute, contribution, discussion, eliminating, experienced, forecasters, forecasting, investments, necessarily, performance, practitioner, presidential, recommendation, reliability, representatives, specializes, stockmarket, traditional, unnecessary

IRA beneficiaries. Tax Credits. Long Term Care.

Posted on September 23, 2004
IRA beneficiaries.  Tax Credits.  Long Term Care. 12/22/2005   I recently met with a new client who I’ll call Charles. He brought in files for nine IRAs that he had accumulated over the past 20 years. He wanted me to review and consolidate them into one, easily manageable account. As I went through the files, I discovered that several accounts had different beneficiaries. Three named an
————————— read more —————————
Posted in Money Matters Newsletter accumulated, appointment, appropriate, attribution, beneficiaries, beneficiary, certificate, comprehensive, consolidate, consolidated, consolidation, constitutes, deficiencies, designation, disinherited, established, hypothetical, information, institutionalized, modifications, mospagebreak, professional, representative, reservations, solicitation

OK, What Next?

Posted on May 10, 2003
OK, What’s Next?  SARS?     Investors have waited nervously for the past 6 months while the war build up was underway, using it for an excuse to not invest.   Now that the war has been settled, terrorists aren’t attacking in waves, and germ warfare didn’t materialize, what’s next for us to worry about?       Some 'big picture' analysts are already beginning to paint a doomsday scenario
————————— read more —————————
Posted in Money Matters Newsletter alternatives, appointment, beneficiary, consequences, distribution, distributions, impeachment, inconvenient, institutions, limitations, materialize, mospagebreak, organization, participant, periodically, perspective, predictions, requirements, researchers, respiratory, restrictions, substantial, tuberculosis, unprecedented, unsurpassed

Pages:

1 2 »

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

  • 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

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.