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 …

3 Key Elements for Post-Pandemic Confidence

I recently read a survey about investor satisfaction levels with their financial advisors.  The interesting twist was how sentiment has changed, pre- and post- (well, current, anyway) the COVID pandemic. The article’s slant was that investors are less satisfied with their advisors now (“post” pandemic) than they were in January, even …

Podcast Feature

Laura has been a featured guest on a podcast! “Heart to Heart with Anna” is a podcast for the congenital heart defects community.  “Heart Mom” Anna Jaworski provides information and resources to empower, educate, and enrich the lives of those families affected by heart defects.  Earlier this year, Laura was …