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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

Messages from the Bond Markets

upside_down_1
Posted on July 23, 2006
Messages from the Bond Markets The fact that so many people expect interest rates to be on the rise is a contrarian’s delight.  When it comes to investments, the biggest crowd is almost always wrong.  The brave souls willing to buy their straw hats in winter normally get the best bargains.  Listen to news reports, read articles by financial pundits and talk to people you know
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Posted in Money Matters Newsletter affecting, aggregate, appearing, backwards, borrowers, businesses, commodities, contraction, contrarian, definition, engineering, expansions, financially, government, indicators, investments, meaningful, nonetheless, pronouncements, purchasing, rationalizations, recessionary, relationship, themselves, treasuries

Who May Get Hurt the Most?

Posted on August 10, 2003 by Will Hepburn
Who May Get Hurt the Most? A recent item about interest rates on the news really got to me.  The reporter said something to the effect of “. . . and rising interest  rates may hurt homeowners.” I can’t tell you how many news articles and statements by experts I disagree with after I really think about them.  They often get things  exactly backwards.  This is
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Posted in Money Matters Newsletter absolutely, affiliated, announcing, associates, conservative, contribution, disappointed, discounted, environments, financially, government, homeowners, immediately, increasingly, interested, investment, investments, management, mospagebreak, recognizable, refinancings, replacement, savingsbonds, significant, systematized

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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.