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

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
————————— read more —————————
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

Long Term Care

Older couple at computer
Posted on December 20, 2006
Do We HAVE to discuss this? Long term care, perhaps in a nursing home, is something we all would rather not think about too much.  But is that wise? With the average cost of nursing home care approaching $75,000 per year, and round-the-clock home care exceeding that, these costs represent a major risk to many of us. There are two classes of folks who don’t need
————————— read more —————————
Posted in Money Matters Newsletter affecting, approaching, benefits, categories, comfortable, decision, decisions, discounts, dizzying, exceeding, features, financial, important, insurance, interested, investments, lifestyle, medicare, policies, resources, secondly, shoppers, shopping, something, specialty

Time to Sell High?

Posted on January 15, 2006
Anyone watching the real estate market knows that it has been red hot for the past few years. Some would call the real estate market crazy, and some have likened it to the technology bubble of the late 1990’s. Locally, I know a lot of people are involved. I gained a unique perspective on real estate in 1985, when I lost a million dollars in the
————————— read more —————————
Posted in Money Matters Newsletter adaptive, because, capital’s, clients, congratulations, december, decided, decision, deduction, dodging, expenses, growth”, hepburn, however, invest, invested, investor's, january, markets, oriented, probably, protection, recently, strategies, tactical

All Time Highs?

Posted on January 10, 2006
All time highs for the stock or bond markets? Well, perhaps if you had been invested with me since 1999 or 2000 you would have seen all time highs because of our dodging losses in the rough years of 2000-2002.  This is true even after deduction of all fees and expenses. However, those investors who still cling to the “buy-and-hold-is-the-best-way to-invest” slogan pushed by Wall Street
————————— read more —————————
Posted in Money Matters Newsletter adaptive, because, clients, congratulations, december, decided, decision, deduction, dodging, expenses, hepburn, however, invested, investor's, january, markets, oriented, passive, probably, protection, recently, strategies, suppose, tactical, waiting

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

  • Why This Bear Market May Not Be Over Yet July 29, 2022
  • Are Your Investments a Mess? June 24, 2022
  • 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

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.