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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

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

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
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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

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admin@hepburncapital.com
928.778.4000

2069 Willow Creek Road
Prescott, AZ 86301

Copyright © 2020 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.