Pokey Ol’ Savings Bonds?

    Most times, I don’t pay much attention to US Savings Bonds.  Being offered only through banks or directly from the government, we at Hepburn & Associates, can’t help you with  them, but right now, for conservative investors, “I” bonds are worth looking at.

    You may read about them at www.savingsbonds.gov or check with your bank about  the I bonds. The current rate is 4.66% through October 2003, and they have to be held for 12 months before being sold.  The maximum annual contribution is $30,000.    They are non-securities and not marketable. Interest is adjusted twice a year and there is a base rate.

    My guess is that I bond rates, like other rates will be trending down, but right now they look pretty good.

{mospagebreak title=Announcing the Prescott Center for Adaptive Market Strategies® }

Announcing the

Prescott Center for Adaptive Market Strategies®

Coming August 20th

    These are exciting times for me.  Business is very good, primarily due to the popularity of my active style of investment management which strives to move clients into asset classes that are going up and out of asset classes that are going down.  We call it Adapting to Changing Markets®.

    Back I the 1990’s when I developed my first trading strategies that were systematized, The Primary Trend System^® and Factor 92® (formerly Super Sectors), not many folks were interested in adaptive strategies.  No one felt the need to adapt, because gains were coming along, just fine, thank you, so why should I change?  Well, after 3 years of bear market losses the public’s thinking is coming around.  Now people want to know how they, too, can have their investments Adapting to Changing Markets®.  We have seen steady, significant increases in both the number of clients and the dollars we manage.

    As a result of this success, we are moving to a new phase of business where I will no longer be affiliated with Hepburn & Associates, and will not be brokering investments through Cambridge Investment Research, Inc as I have been for many years.   I will be working only on the fee based asset management accounts through The Prescott Center for Adaptive Market Strategies, which is a division of Hepburn Capital Management, LLC, a Registered Investment Advisor.

    So if you’re not already a client of Hepburn Capital Management, give me a call.  I would love to show you what people are talking about.  778-4000