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

Diversification: When More is Less

hogtied by your investments
Posted on March 28, 2007
Diversification: When More is Less The idea that institutional investors are the biggest players in the market is nothing new, but a quote from the Wall Street Journal, recounted by Robert Folsom of Elliott Wave International really caught my eye. “Institutional investing is now largely the business of giants. America’s 100 largest money managers alone now hold 58% of all stocks.” This reminded me of a
————————— read more —————————
Posted in Featured Articles behemoth, business, changing, comparison, currently, devastating, different, diversification, diversifying, increasing, individual, institutional, international, investing, investment, investments, investor's, management, participants, perspective, recounted, retirement, undiscovered, unhealthy

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

Quantum Mechanics and Investing

Laboratory
Posted on December 13, 2006
Quantum Mechanics and Investing Physics was not an easy course for me, and although I got an A (one of very few) I must admit I don’t remember studying quantum mechanics in school. Perhaps it had not yet been discovered – way back then. Quantum mechanics has something to do with really, really small particles – smaller than atoms. Apparently there are some things that are
————————— read more —————————
Posted in Money Matters Newsletter addition, advisers, although, apparently, attracted, becoming, brokerage, changing, discovered, discussing, happening, investing, investment, investor's, mechanics, observing, particles, phenomenon, potential, presidential, something, surrounding, typically, vulnerable

This Time is Different?

newspaper
Posted on December 6, 2006
This Time Is Different… I have mentioned a looming business slowdown several times in my newsletters this year, because these things are normally very significant for the stock markets.  Slowdowns– when they go far enough– become economic recessions.  Signs are now everywhere that the economy is in fact…  slowing down. Among numerous negatives and indications of a looming recession, the yield curve (the relationship between long
————————— read more —————————
Posted in Money Matters Newsletter annualized, business, continues, declining, different, economic, encouraging, engineering, everywhere, expensive, incidentally, indications, investing, mentioned, negatives, newsletters, precursors, projected, recession, recessions, relationship, significant, slowdowns–

Not a Whole Lot of Inflation Going On

Posted on November 7, 2006
Not a Whole Lot of Inflation Going On I get a kick out of the media’s search for a reason for every movement in the stock market Knowing the numbers that are driving the markets like I do, sometimes I wonder what they have been smoking. Last Tuesday’s headline was typical: “Inflation Jitters Hit Stocks“ Most of you know me well enough to know I have
————————— read more —————————
Posted in Money Matters Newsletter accompanies, certainly, concerned, consumers, contradicts, contrarian, deflation, different, economies, employees, financial, furthermore, happening, indication, individuals, inflation, institutional, interesting, investing, investor's, mentioned, overheated, pressures”, recruiting

Pages:

1 2 »

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.