Warburton Capital Management

Solutions for your wealth management needs.

Market Returns During an Election Year

By Warburton Capital | November 2, 2016 | 0 Comment

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 […]

Continue Reading

Quarterly Market Report – 2016 – Q3

By Warburton Capital | October 25, 2016 | 0 Comment

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 […]

Continue Reading

Presidential Elections and the Stock Market

By Warburton Capital | October 11, 2016 | 0 Comment

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 […]

Continue Reading

Ignoring the Siren Song of Daily Market Pricing

By Warburton Capital | September 20, 2016 | 0 Comment

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 […]

Continue Reading

You, the Market, and the Prices You Pay

By Warburton Capital | August 9, 2016 | 0 Comment

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 […]

Continue Reading

Introducing: Warburton Capital’s Investment Insights

By Warburton Capital | | 0 Comment

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 […]

Continue Reading

Brexit Votes and Market Outcomes

By Warburton Capital | June 27, 2016 | 0 Comment

  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 […]

Continue Reading

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

By Warburton Capital | May 13, 2016 | 0 Comment

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 […]

Continue Reading

Wealth Management and a Life Worth Reliving

By Warburton Capital | April 12, 2016 | 0 Comment

On Thursday, March 24th, 2016, the TULSA WORLD published a ‘Business Viewpoint’ composed by our Founder and Chairman; Tom Warburton titled “Wealth Management And A Life Worth Living”. As are the majority of the missives that we distribute, this article was inspired by and largely documents a real-life interaction between a client, or buddy, as […]

Continue Reading

Jonathan Hall Recognized in Tulsa’s “40 Under 40”

By Warburton Capital | | 0 Comment

We are very pleased that the Tulsa Business and Legal News has recognized our colleague, Jonathan Hall, as one of Tulsa’s Top 40 Under 40 business leaders. Jonathan is a very special young man.  As a husband and father he demonstrates self-sacrificing love and devotion, as a businessperson he reveals maturity beyond his years, as […]

Continue Reading