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

Hard or Soft Landing?

Plane_sm
Posted on October 12, 2006
Hard or Soft Landing?   I began warning readers about a possible business slowdown in our future back in March of this year.  Now just about everyone who is paying attention to the news has heard similar projections from other analysts and signs of the slowdown are becoming more obvious. Real estate sales are slumping and the Congressional budget office is planning on an 8% drop
————————— read more —————————
Posted in Money Matters Newsletter accompanies, compensated, compensates, congressional, contraction, contributing, distributions, dramatically, furthermore, investments, manufacturing, mospagebreak, philadelphia, professional, projections, recommendation, significantly, spectacular, subscription, uncertainty, underemployed, unemployment, unfavorable, unfortunately, unsuspecting

Who, Me? Biased?

will_serious
Posted on September 12, 2006
Who, Me?  Biased? It’s probably politically incorrect to admit this, but I can be a little prejudiced.  We all have our biases, and some of them are healthy and some not.  Keeping these predispositions from getting the best of us and blinding us to reality is a common problem we all deal with from time to time. We humans tend to invest when we are predisposed
————————— read more —————————
Posted in Money Matters Newsletter accomplished, accountants, alternative, commission's, conferences, conservative, entertaining, environmental, exhortations, incidentally, insufficient, manufactured, mospagebreak, particularly, philanthropy, preconceived, predispositions, probabilities, professional, recommendation, requirements, surprisingly, thehungersite, transportation, unfortunately

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
————————— read more —————————
Posted in Featured Articles advertising, association, assumptions, conferences, constructively, contributed, disappointment, diversification, diversifying, embarrassed, encompassing, established, financial planning, financially, foundations, fundamental, international, organization, professional, recommending, respectfully, stockbrokers, strategiestm, understanding, unfortunately

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
————————— read more —————————
Posted in Money Matters Newsletter addressing, advisors, association, changing, clients, companies, conference, crafting, developing, directors, estimated, includes, incubator, innovative, investment, legislation, management, managers, mentoring, nationwide, organization, practices, professional, registered, strategies

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

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.