by William Hepburn | Mar 31, 2023 | Miscellaneous
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 commentators suggesting the bear market was over, but that dynamic has turned around 180 degrees. The late...
by William Hepburn | Feb 24, 2023 | Miscellaneous
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, below. At the end of this article, I will conclude with how Shadowridge deals with big hairy issues...
by William Hepburn | Jan 27, 2023 | Miscellaneous
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. The government constantly fiddles with the CPI calculations,...
by William Hepburn | Dec 30, 2022 | Miscellaneous
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. 1. Cash is making a comeback. It has been a long time since cash accounts paid anything above diddly....
by William Hepburn | Nov 25, 2022 | Miscellaneous
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. (Source: Investopedia) My term for these...
by William Hepburn | Oct 28, 2022 | Miscellaneous
With the turbulent financial markets this year, I am often asked, “How are you doing with the market being so bad?” I usually reply something along the lines of, “Pretty well. At Shadowridge, we expected bear markets in both stocks and bonds and had plans...
