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Special Notice about Market Conditions.

Posted on February 28, 2007
I just wanted to provide you with a quick update after yesterday’s big drop in the stock markets and provide you with my ideas on how I plan to respond.   First of all it was a big decline. Capital B. And it was broad, affecting just about every market in the world. Bonds were just about the only market segment that did well. Even gold,
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Posted in Money Matters Newsletter accompanied, affecting, category, concerns, corrections, declines, dropping, exposure, holdings, industrial, invested, investor's, isolation, mentioned, misprint, opportunity, significantly, strategies, suggested, surprising, technical, volatility, wednesday, yesterday, yesterday’s

Diversification: When It Doesn’t Work

Posted on June 12, 2006
Diversification: When It Doesn’t Work   The most common description of diversification is to not keep all of your eggs in one basket. However, Andrew Carnegie, steel magnate of the late 1800s, had a very different philosophy regarding diversification, “keep all your eggs in one basket and then watch that basket very carefully.” Carnegie was mighty successful, having made so much money by age 65 that
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Posted in Money Matters Newsletter aggressively, backwards, carefully, categories, commodities, contrarian, correlated, correlation, correlations, description, difference, diversification, diversified, diversifiers, everything, generalities, increasingly, investment, investments, likelihood, philosophy, portfolios, strategies, successful, undiversified

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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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

Time to Sell High?

Posted on January 15, 2006
Anyone watching the real estate market knows that it has been red hot for the past few years. Some would call the real estate market crazy, and some have likened it to the technology bubble of the late 1990’s. Locally, I know a lot of people are involved. I gained a unique perspective on real estate in 1985, when I lost a million dollars in the
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Posted in Money Matters Newsletter adaptive, because, capital’s, clients, congratulations, december, decided, decision, deduction, dodging, expenses, growth”, hepburn, however, invest, invested, investor's, january, markets, oriented, probably, protection, recently, strategies, tactical

All Time Highs?

Posted on January 10, 2006
All time highs for the stock or bond markets? Well, perhaps if you had been invested with me since 1999 or 2000 you would have seen all time highs because of our dodging losses in the rough years of 2000-2002.  This is true even after deduction of all fees and expenses. However, those investors who still cling to the “buy-and-hold-is-the-best-way to-invest” slogan pushed by Wall Street
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Posted in Money Matters Newsletter adaptive, because, clients, congratulations, december, decided, decision, deduction, dodging, expenses, hepburn, however, invested, investor's, january, markets, oriented, passive, probably, protection, recently, strategies, suppose, tactical, waiting

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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.