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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
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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

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
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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

What Does It Take?

Posted on June 10, 2003
What Does It Take?     Occasionally clients ask, how do I ever I keep up with all of the constantly changing data and conditions in my business, with all its mind-blowing complexity.      First of all, I like all the numbers and the changing patterns contained in them.  When I was a kid the teachers would cluck at me for being able to come up with
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Posted in Money Matters Newsletter advertising, compendium, complexity, compliance, comprehend, conditions, consistent, consistently, information, international, investigation, investigative, investments, morningstar, mospagebreak, newsletters, occasionally, perspective, prescription, prescriptions, representative, specialized, traditional, understanding, uninitiated

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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Posted in Money Matters Newsletter alternatives, appointment, beneficiary, consequences, distribution, distributions, impeachment, inconvenient, institutions, limitations, materialize, mospagebreak, organization, participant, periodically, perspective, predictions, requirements, researchers, respiratory, restrictions, substantial, tuberculosis, unprecedented, unsurpassed

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How to choose the best investment manager

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Money Matters Newsletter

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  • 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

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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.