Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Financial Gurus and Other Unicorns

By Warburton Capital | November 22, 2016 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Financial Gurus and Other Unicorns Installment Three So last week a buddy stopped by and commented that he really liked our new letter series but that he likes the stock advice from a couple of brothers in the newspaper and the guy who yells a lot on TV.  When I […]

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Post-Election Reflections: The Morning After

By Warburton Capital | November 9, 2016 | 0 Comment

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Whether you’re feeling elated, deflated or mostly just jaded about what just happened in the U.S. elections, we wanted to reach out to you with a few thoughts related to the “What’s next?” that may be on your mind. It’s possible that even President-elect Trump himself didn’t see this one coming. To say the least, […]

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Market Returns During an Election Year

By Warburton Capital | November 2, 2016 | 0 Comment

Independent Advice

Well…a buddy came in and reminded us that we are one week away from the election–like we could forget! What should you do about your Portfolio given the pending election? Our advice is ‘Purposeful’ and pretty straight forward – if your portfolio is Purposefully Allocated as regards Stocks/Bonds = Do Nothing.  (If you’ve never worked […]

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Quarterly Market Report – 2016 – Q3

By Warburton Capital | October 25, 2016 | 0 Comment

Global Diversification

The ‘Markets’ are always interesting! As a recap of interesting developments in 2016-Q3 we offer the downloadable link below. This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international […]

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Presidential Elections and the Stock Market

By Warburton Capital | October 11, 2016 | 0 Comment

Independent Advice

As we all know the Presidential Election is pending. As might be expected…the talking heads and the speculators are forecasting endlessly about “what this means for you and your money”. Above the fray of the noise we would like to add a very well-reasoned analysis of whether or not it makes sense to adjust your allocations to […]

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Ignoring the Siren Song of Daily Market Pricing

By Warburton Capital | September 20, 2016 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Ignoring the Siren Song of Daily Market Pricing Installment Two   So last week a buddy stopped by the office to discuss his most recent worry; the market has been too calm and should we be worried about what is to come?  So without further delay, welcome to the next […]

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You, the Market, and the Prices You Pay

By Warburton Capital | August 9, 2016 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights You, the Market, and the Price You Pay Installment One Welcome to the first installment in our series of Warburton Capital’s Evidence-Based Investment Insights: You, the Market and the Prices You Pay. When it comes to investing (or anything in life worth doing well) it helps to know what you’re […]

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Introducing: Warburton Capital’s Investment Insights

By Warburton Capital | | 0 Comment

evidence based investment insights

So a buddy stops by the office the other day and says “I liked your email about the Brexit but now I fear that we are in a bubble and with interest rates so low maybe I should just buy the British Pound?”  I excitedly went to the white board to further explain Harry Markowitz’s […]

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Brexit Votes and Market Outcomes

By Warburton Capital | June 27, 2016 | 0 Comment

Global Diversification

  Believe me, we get it. After last week’s Brexit referendum and its startling outcome, it’s hard to view today’s news without feeling your stomach twist over what in the world is going on. Whenever the markets scream bloody murder, your instincts deliver a sense of unrest ranging from discontent to desperation. Financial author Larry […]

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Introducing Our New Colleague: Roy Ames, CFP(R)

By Warburton Capital | May 13, 2016 | 0 Comment

Independent Advice

Mark R. Morley CFP®, President of Warburton Capital Management, LLC announced that Roy D. Ames of Broken Arrow, OK has joined Warburton Capital as a Financial Advisor. Roy graduated from the University of Wisconsin with a BS in Electrical Engineering in 1978. He then graduated from the University of Wisconsin with an MS in Electrical […]

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