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The Fatal Flaw

Posted on August 18, 2006
The following is a letter I wrote to the Certified Financial Planners Board of Standards, the College For Financial Planning, and the Financial Planners Association in late 2002. Its message is as relevant today as it was then. Will Hepburn The Fatal Flaw in Most Financial Plans To Whom This May Concern: I believe very strongly that certain standards in the financial planning industry are promoting
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Posted in Featured Articles advertising, association, assumptions, conferences, constructively, contributed, disappointment, diversification, diversifying, embarrassed, encompassing, established, financial planning, financially, foundations, fundamental, international, organization, professional, recommending, respectfully, stockbrokers, strategiestm, understanding, unfortunately

Hepburn elected to NAAIM National Board

Posted on May 23, 2006
The National Association of Active Investment Managers, Inc. ( “NAAIM” ), at their annual conference, elected Will Hepburn to their Board of Directors. NAAIM is a professional organization of Registered Investment Advisors, mutual fund companies, and hedge fund managers who use active management of client’s assets in their practices. Formed in 1989, NAAIM includes more than 200 member firms nationwide, managing an estimated $14 billion. This
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Posted in Money Matters Newsletter addressing, advisors, association, changing, clients, companies, conference, crafting, developing, directors, estimated, includes, incubator, innovative, investment, legislation, management, managers, mentoring, nationwide, organization, practices, professional, registered, strategies

February 2005: China

Posted on December 23, 2005
by Will Hepburn China CHINA — It is very much a present influence. Wait until you see to what extent China is going to influence our future. (Thanks to Richard Russell, of Dow Theory Letters) China’s population is five times that of the U.S. China has one of the world’s oldest civilizations with a long history of innovation. The Chinese invented gunpowder, and paper money. Although
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Posted in Money Matters Newsletter appropriate, association, attribution, bootlegging, civilizations, communication, constitutes, established, improvements, increasingly, information, intellectual, international, investments, nationalism, professional, professionals, refinements, sensationalism, significant, solicitation, specializes, stimulating, technicians

Noise vs Information (Feb05)

Posted on February 15, 2005
Noise vs. Information     I have good news!  No, I did not save a lot of money on my car insurance (actually I shopped those folks a few years back, and found that I am in good hands where I  am).     The good news is that I have just completed the biggest upgrade to my Adaptive Strategies software since I wrote it over six years
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Posted in Money Matters Newsletter association, bootlegging, civilizations, communication, determined, discussing, encouraged, government, increasingly, indicators, innovation, intellectual, investment, investments, nationalism, population, predicting, professionals, prudential, publicized, stimulating, submarines, superpower, technician, technicians

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Money Matters Newsletter

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  • 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

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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.