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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Hepburn elected to NAAIM National Board

Posted on May 23, 2006

The National Association of Active Investment Managers, Inc. ( “NAAIM” ), at their annual conference, elected Will Hepburn to their Board of Directors. NAAIM is a professional organization of Registered Investment Advisors, mutual fund companies, and hedge fund managers who use active management of client’s assets in their practices. Formed in 1989, NAAIM includes more than 200 member firms nationwide, managing an estimated $14 billion. This

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OK, What Next?

Posted on May 10, 2003

OK, What’s Next? SARS? Investors have waited nervously for the past 6 months while the war build up was underway, using it for an excuse to not invest. Now that the war has been settled, terrorists aren’t attacking in waves, and germ warfare didn’t materialize, what’s next for us to worry about? Some 'big picture' analysts are already beginning to paint a doomsday scenario

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