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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

70 Has Become The New 65

Posted on March 3, 2014
March 4, 2014   70 Has Become The New 65 The Investment View from Prescott, Arizona Due to increases in Social Security’s delayed-retirement credit, the real retirement age is now 70, according to  a  recent research paper from the Center for Retirement Research at Boston College. “Social Security benefits increase to 132% of the full retirement age amount if collected at 70.” Although eligible workers can
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Posted in Money Matters Newsletter advanced investment analysis, analysis, benefits, IRA, Planning, retirement, retirement age, retirement benefits

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

Upcoming College Courses

Posted on January 11, 2007
Basic Investing for Retirement Begins Feb 8th at Yavapai College. (Tuition $45) Four 2-hour classes designed for investors who want to become more confident about their financial decisions. Call 928-778-4000 or click the link below for details. http://mcsv.net/cgi-bin/redir?MCid=JSwmHQsMsaITsbJYF0a0 Socially Conscious Investing Feb 7th. A 2-hour class offered through YC’s OLLI program. ($20 OLLI members, $55 non-members) Using social screens for your investments can enable you to
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Posted in Money Matters Newsletter accounts, advanced, analysis, apologize, associated, beginning, completion, confident, conscious, decision, decisions, designed, experienced, financial, important, inconvenience, investing, investment, investments, investor, investor's, requested, retirement, schedule, technical

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Money Matters Newsletter

  • Today’s Big Questions February 24, 2023
  • 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

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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.