Hepburn Capital Management

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Prescott, AZ
Hepburn Capital Management

A leader in Active Investment Management, Will Hepburn is the author of "Why Bad Things Happen to Go

Our Strategies Adapt to Changing Markets®
Respecting your comfort (or lack of comfort) with risk, our advisers will help you select the Adaptive Market Strategy® designed to provide the easiest path to your financial goals.

05/02/2023

𝐈𝐬 𝐚 𝐆𝐨𝐯𝐞𝐫𝐧𝐦𝐞𝐧𝐭 𝐒𝐡𝐮𝐭𝐝𝐨𝐰𝐧 𝐈𝐦𝐦𝐢𝐧𝐞𝐧𝐭?
A debate is brewing in Congress about whether to approve President Biden’s request to raise the $31.4 trillion debt ceiling..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭:

A debate is brewing in Congress about whether to approve President Biden’s request to raise the $31.4 trillion debt ceiling. If not resolved, the issue could

04/20/2023

𝐈𝐧 𝐓𝐡𝐢𝐬 𝐌𝐚𝐫𝐤𝐞𝐭, 𝐀𝐠𝐢𝐥𝐢𝐭𝐲 𝐈𝐬 𝐭𝐡𝐞 𝐊𝐞𝐲
The new year gave the financial markets some nice upward momentum – until it didn’t..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/in-this-market-agility-is-the-key/
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The new year gave the financial markets some nice upward momentum – until it didn’t. In January, enough stock market indicators were turning positive to have

03/16/2023

𝐓𝐨𝐝𝐚𝐲’𝐬 𝐁𝐢𝐠 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬
Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief comments..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/todays-big-questions/
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Over the past few months, I have fielded questions from clients on a wide variety of worries. I have recounted some of those questions and made some brief

02/02/2023

𝐂𝐡𝐚𝐧𝐠𝐞𝐬 𝐂𝐨𝐦𝐢𝐧𝐠 𝐢𝐧 𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠
The Fed’s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fed’s February 12th announcement will include these newest changes..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/changes-coming-in-inflation-reporting/
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The Fed’s Bureau of Labor Statistics (BLS) recently announced changes to the way the Consumer Price Index (CPI) measures inflation. The Fed’s February 12th

01/11/2023

𝐒𝐞𝐯𝐞𝐧 𝐓𝐡𝐢𝐧𝐠𝐬 𝐈𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐂𝐚𝐧 𝐛𝐞 𝐆𝐫𝐚𝐭𝐞𝐟𝐮𝐥 𝐟𝐨𝐫 𝐓𝐡𝐢𝐬 𝐘𝐞𝐚𝐫
Often we commentators focus on problems facing investors. Instead, I’d like to point out seven things that our clients have to be grateful for this past year..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/seven-things-investors-can-be-grateful-for-this-year/
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Often we commentators focus on problems facing investors. Instead, I’d like to point out seven things that our clients have to be grateful for this past year.

12/06/2022

𝐀𝐫𝐞 𝐖𝐞 𝐢𝐧 𝐅𝐨𝐫 𝐚 𝐋𝐨𝐬𝐭 𝐃𝐞𝐜𝐚𝐝𝐞?
A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japan’s Nikkei Index dropped over fifty percent and took 16 years to regain the 1990 level..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/are-we-in-for-a-lost-decade/
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A frequent topic in the financial news recently has been the concept of a Lost Decade. The term first came into use in the 1990s after Japan’s Nikkei Index

10/31/2022

𝐒𝐧𝐚𝐤𝐞𝐬
With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?”..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/snakes/
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With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?”

10/31/2022

𝐉𝐮𝐬𝐭 𝐇𝐨𝐰 𝐁𝐚𝐝 𝐀𝐫𝐞 𝐓𝐡𝐢𝐧𝐠𝐬?
We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or that the future looks bleaker each year, or, or, or. World-weariness affects almost all of us at times – but are things really that bad?..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/just-how-bad-are-things/
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We all have heard someone complain about how bad things are these days, or how afraid they are about what the kids growing up today will have to deal with, or

09/06/2022

𝐖𝐡𝐚𝐭 𝐭𝐨 𝐄𝐱𝐩𝐞𝐜𝐭 𝐅𝐫𝐨𝐦 𝐈𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧?
Inflation has begun to moderate, largely due to our government’s move to destroy demand with high prices and pull money out of consumer’s hands via higher taxes. Policies designed to limit supplies of energy are evidence of the government’s intent to raise gas prices..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/what-to-expect-from-inflation/
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Inflation has begun to moderate, largely due to our government’s move to destroy demand with high prices and pull money out of consumer’s hands via higher

08/01/2022

𝐖𝐡𝐲 𝐓𝐡𝐢𝐬 𝐁𝐞𝐚𝐫 𝐌𝐚𝐫𝐤𝐞𝐭 𝐌𝐚𝐲 𝐍𝐨𝐭 𝐁𝐞 𝐎𝐯𝐞𝐫 𝐘𝐞𝐭
The stock market has improved a bit over the past couple of weeks, but this is not the time to get complacent and think this tough market is over and good times are back. The US government must break a vicious circle of inflating interest rates before we can start breathing easier. Let me explain as simply as I can..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/why-this-bear-market-may-not-be-over-yet/
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The stock market has improved a bit over the past couple of weeks, but this is not the time to get complacent and think this tough market is over and good

06/30/2022

𝐀𝐫𝐞 𝐘𝐨𝐮𝐫 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬 𝐚 𝐌𝐞𝐬𝐬?
Most Shadowridge clients already know that they don’t have too much to worry about in this market, because we’ve got you covered in that regard. However, for the many non-clients who get this letter, like a neighbor who said their investments are a “mess” due to the inaction of their adviser, this article is for you..... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/are-your-investments-a-mess/
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Most Shadowridge clients already know that they don’t have too much to worry about in this market, because we’ve got you covered in that regard. However, for

06/06/2022

𝐓𝐡𝐞 𝐄𝐒𝐆 𝐄𝐦𝐩𝐞𝐫𝐨𝐫𝐬 𝐇𝐚𝐯𝐞 𝐍𝐨 𝐂𝐥𝐨𝐭𝐡𝐞𝐬
Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all industry rags about how “Advisers respond to consumer demand for ESG investments,” or “More investors demand ESG investments,” and lately, “SEC to require ESG rankings of all publicly traded companies.” The problem is that this supposed trend directly contradicts my personal experience with investor interest in ESG investing.... (𝒍𝒊𝒏𝒌 𝒕𝒐 𝒇𝒖𝒍𝒍 𝒂𝒓𝒕𝒊𝒄𝒍𝒆 𝒃𝒆𝒍𝒐𝒘)
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𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐧𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐚𝐭: https://www.hepburncapital.com/the-esg-emperors-have-no-clothes/
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Increased reporting on ESG investing has intrigued me since I noticed it a few years back. Articles have appeared with increasing frequency in virtually all

Address

2069 Willow Creek Road Ste A
Prescott, AZ
86301

Telephone

(928) 778-4000

Website

https://www.HepburnCapital.com/

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05/02/2023

04/20/2023

03/16/2023

02/02/2023

01/11/2023

12/06/2022

10/31/2022

10/31/2022

09/06/2022

08/01/2022

06/30/2022

06/06/2022

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