Hard or Soft Landing?

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

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Who, Me? Biased?

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

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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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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

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