Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Wealth Management and a Life Worth Reliving

By Warburton Capital | April 12, 2016 | 0 Comment

Planning for Retirement

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 […]

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

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Independent Advice

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 […]

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Quarterly Market Report – 2016 – Q1

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Global Diversification

The ‘Markets’ are always interesting! As a recap of interesting developments in 2016-Q1 we offer the downloadable link below. The Executive Summary is pretty simple: Equities – The US Stock Market was up, as were the Emerging Markets; International Developed Stocks were down for the quarter. Fixed Income – US and Global Markets were up The ‘Best’ […]

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A Trip to the Casino

By Warburton Capital | March 15, 2016 | 0 Comment

Planning for Retirement

So…a buddy comes in and reports that he has been in a casino most of the day.  This spawned the “were you a big winner?” question.  To which he responded, “I never wager”! “Why would you go to a casino and not wager?” we inquired.  Our buddy explained, “I like to walk around and observe […]

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Obstacles In Our Paths

By Warburton Capital | February 9, 2016 | 0 Comment

Planning for Retirement

So…a buddy comes in.  First, we chatted about being big losers in the billion-dollar Powerball Lottery.  Then, for some reason, we begin chatting about interesting stuff we’ve been reading lately.  Our buddy had been reading a short story that was a bit of a ‘parable’. It went like this – a King had a boulder […]

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Yields Went Up

By Warburton Capital | January 21, 2016 | 0 Comment

Global Diversification

So…a buddy comes in and, given the coin toss between discussing the direction of Stock Prices or the looming increase of Interest Rates, we settled on Interest Rates.  Terrific! Calendar year 2015 was clearly, “The Year the Talking Heads Forecasted an Imminent Rise In Short Term Interest Rates and Speculated Bond Holders Would Get Destroyed”.  […]

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Warburton in the News: Volatility in the New Year!

By Warburton Capital | January 8, 2016 | 0 Comment

Global Diversification

“I expect the markets to still be open Dec. 31, 2016. Whether they will go up or down, I have no clue.” Tom Warburton in the News IN THE NEWS: Our firm’s founder, Tom Warburton, was recently featured in the Tulsa Business & Legal News regarding his thoughts the volatility in the stock market so […]

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A Rebalancing Act

By Warburton Capital | December 18, 2015 | 0 Comment

Independent Advice

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in fact, desirable. A portfolio that holds assets that do not perform similarly (i.e., with low […]

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Rational Optimism: Expect Turbulence!

By Warburton Capital | December 1, 2015 | 0 Comment

Independent Advice

So, a buddy was in our office a couple of weeks ago and as our conversation became increasingly tangential, we landed on the binary topic of – Are You An Optimist Or A Pessimist? Face it, in daily conversations we are asked to make binary decisions.  Are you a Republican or a Democrat?  Do you […]

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Q3 – 2015 – Quarterly Market Review

By Warburton Capital | November 17, 2015 | 0 Comment

Global Diversification

The ‘Markets’ are always interesting! As a recap of interesting developments in 2015-Q3 we offer the downloadable link below. The Executive Summary is pretty simple: Equities – US, International, Emerging and REIT Markets were down Fixed Income – US and Global Markets were up The ‘Best’ Stock Market was Ireland at -1.12% The ‘Worst’ Stock Market […]

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