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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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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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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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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