by William Hepburn | Jan 28, 2022 | Miscellaneous
The most frequent question I get from clients is what will happen to my investments if ____ happens? (Insert your fear of choice) I remember getting into the finance business back in the 1980s when the Iran/Contra scandal caused a constitutional crisis resulting...
by William Hepburn | Dec 31, 2021 | Miscellaneous
“In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”- Eric Hoffer I love this quote as it accurately describes the current investing environment. Index investing is the...
by William Hepburn | Nov 26, 2021 | Miscellaneous
In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters. Robo-Advisors are low-cost digital investment advisors offering...
by William Hepburn | Oct 28, 2021 | Miscellaneous
The most frequent concern that I hear from clients, regardless of what is happening in the economy, politics, or the market, is, “I worry that the bottom is going to drop out of the market, what can we do about it?” In this situation, there are three main strategies...
by William Hepburn | Sep 30, 2021 | Miscellaneous
Developments surrounding China’s second-largest property developer, Evergrande, are beginning to remind me of the cracks in the US mortgage markets in 2008. Evergrande is on the verge of bankruptcy, and whether the Chinese government will bail the company out is...
by William Hepburn | Aug 27, 2021 | Miscellaneous
We’ve done it before, several times. Inflation, even if it is mild, destroys the purchasing power of your dollars. So, the bigger question beyond “could we see double-digit inflation?” is “how to protect your family and your savings from its ravages?” This...
