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

Local Group to be in the Tournament of Roses Parade

Posted on December 27, 2006
Best Wishes for A Happy New Year to All! We have had some feedback that, while the Financial Market Review is just fascinating, some people find that a weekly email is just too much. So, we are going to change our schedule to twice a month. I will send extra emails when there is important information that you need on a timely basis.     Local
————————— read more —————————
Posted in Money Matters Newsletter audiences, channel, commercial, complex, diamond, driving, fascinating, feedback, financial, halfway, important, including, information, january, miniature, pasadena, patterns, performed, pinwheel, pleasing, precision, prescott, schedule, southwest, tournament

Never Leave the Game in the 8th

(baseball image)
Posted on July 14, 2006
Greetings, Welcome to this month’s issue of Financial Market Update. In this issue, I’ll tell why this is one of the greatest times to be invested. I will also talk about the bond market’s conflicting signals, and what that might mean for you. Also, more in our recent series of articles about the real estate market, that has been helpful to so many of you. Never
————————— read more —————————
Posted in Money Matters Newsletter aggressive, appreciation, approaching, conflicting, connections, discouraged, everything, forecasting, illiquidity, information, investment, investments, lackluster, management, misinformation, mospagebreak, opportunities, opportunity, performance, perspective, presidential, respectability, speculating, speculators, uncomfortable

The Pension Muddle: 9/04

WillHepburnbio
Posted on December 23, 2005
The Pension Muddle Sometimes knowing what is going to happen (or thinking you do) is like getting the booby prize. It’s just not fun. Back in 1998 and 1999 we participated in Y2K information meetings, where the audience could ask questions of the police chief, power company, etc. My part was to address the economic and financial impacts of what was unfolding. Back then, I knew
————————— read more —————————
Posted in Money Matters Newsletter Adapt to Changing Markets, annuities, buy gold, debt, deflation, economic, financial, global, gold, information, Insurance Company Watch, Insurance Forum, investment, markets, Mike Glasior, money, pension, Pension Muddle, pensions, Prescott Daily Courier, questions, S&P, S&P 500 index, Security, strategies, watchdog, Y2K

August 2004: New Portfolios

Posted on December 23, 2005
Bond Protection Portfolios Most bond investors know that rising interest rates can cause huge losses in bond portfolios, regardless of whether we are talking individual bonds or bond funds. With bond prices still trying to recover from shocking declines last summer and this spring, our new Bond Protection portfolio, first offered in May, is attracting interest from high-net-worth investors. In this strategy we will apply hedging
————————— read more —————————
Posted in Money Matters Newsletter allocation, alternative, appointment, appropriate, attribution, calculations, challengers, constitutes, devastating, disadvantages, educational, environment, experienced, information, investments, participate, participates, performance, professional, progressive, solicitation, specializes, substantially, underwriters

The Great Tug of War: Inflation?

WillHepburnbio
Posted on December 23, 2005
The Great Tug of War Since interest rates began to rise in February, everyone, at least everyone who follows the markets, thinks that inflation is the next big thing. It may be. But, hey, I’m a contrarian. When I notice “everyone” doing the same thing it makes me think that something else is likely to happen. Last month I wrote about both deflation and inflation, and
————————— read more —————————
Posted in Money Matters Newsletter accelerate, alternated, appropriate, attribution, collectibles, conditions, constitutes, deflationary, effectively, environment, fortunately, governments, importantly, inflationary, information, investments, objectionable, politicians, professional, responsible, solicitation, specializes, successfully, traditional

Pages:

1 2 3 »

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

  • Changes Coming in Inflation Reporting January 27, 2023
  • Seven Things Investors Can be Grateful for This Year December 30, 2022
  • Are We in For a Lost Decade? November 25, 2022
  • Snakes October 28, 2022
  • 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

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.