Retirement Planning in a Changing World

Posted on March 24, 2014

March 25, 2014 Retirement Planning in a Changing World The Investment View from Prescott, Arizona Here at Hepburn Capital our primary objective is to keep our clients from experiencing a life altering loss of principal. The stock market just finished a rough dozen years. Investors who lost a lot of money in the declines of 2001 or 2008 also lost something else: time. If you don’t

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Posted in Money Matters Newsletter account value, investment management, investment solutions, markets, retirement, stock market exposure

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

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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

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The Pension Muddle: 9/04

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

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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

Home Sales:

Posted on October 15, 2005

Home Sales: Not The Logical World of Supply and Demand Generally speaking, the law of supply and demand dictates that when the supply of a certain item goes up, the price will come down. But not so with houses, it seems. The National Association of Realtors reports many months of rising inventories of home listings, yet prices in most areas are not yet backing off.

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