Are You Really Maxing?

Did you know there’s a difference between “getting the max employer match” in your 401k and “maxing” your 401k contributions?  I often hear this used interchangeably, but the differences are significant! How significant?  Try this: the MAXIMUM employee contribution to a 401k plan for 2020 is $19,500 if you are …

Welcome, Will Hepburn and Yvette Zurita!

This month we are thrilled to announce that Hepburn Capital Management has merged with Shadowridge Asset Management.  This independent RIA firm headquartered in Prescott, AZ, brings over 30 years’ experience to our team, and we’re delighted to have Will and Yvette join Shadowridge. Will Hepburn is an off-Wall Street leader …