Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

The Markets Do What The Markets Do

By Warburton Capital | July 17, 2018 | 0 Comment

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Warburton Capital Management The Markets Do What The Markets Do So a buddy comes in and asks “What has the Market done lately”? This seems like a very simple question, however, there are a lot of devils in the details of a comprehensive answer. To begin with, which ‘Market’ do we want to talk about […]

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Capturing the Market Rate of Return

By Warburton Capital | July 12, 2018 | 0 Comment

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Warburton Capital Mangement Capturing the Market Rate of Return So…a buddy walks in!  This time our buddy has been reading a lot about ‘how the markets work’ and he has, terrifically, gained appreciation for Capturing The Market Rate Of Return! My buddy is going on and on about how ‘Stock Pickers Have A One Out […]

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“Alarmist” or “Matter of Fact?”

By Warburton Capital | June 19, 2018 | 0 Comment

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Warburton Capital Management “Alarmist” or “Matter of Fact?” So…I’m all excited about another day of Wealth Management…and a buddy walks in!  This time it happens to be my buddy Michael Zhuang.  Michael is a Financial Advisor who lives with his wife and children in Bethesda, Maryland.  Michael is a mainland China native who came to […]

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Bringing the Evidence Home

By Warburton Capital | April 25, 2018 | 0 Comment

Warburton Capital’s Evidence-Based Investent Insights Bringing the Evidence Home Installment Thirteen So, a buddy comes in…the markets are near all-time highs and our buddy has decided that, even though we have a Future Currency Assuring Plan in place, he really wants to abandon The Plan and buy more stocks now.  Of course, this is in […]

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Behavioral Biases – What Makes Your Brain Trick?

By Warburton Capital | March 26, 2018 | 0 Comment

Warburton Capital’s Evidence-Based Investent Insights Behavioral Biases – What Makes Your Brain Trick? Installment Twelve So, a buddy comes in.  The entertainment of the day for our recently retired buddy had been CNBC – or ‘Financial Pornography’ as we characterize it.  Having ‘Drunk The Kool-Aid’ our buddy was now convinced the Government Shutdown was going […]

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The Human Factor in Evidence-Based Wealth Management

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Warburton Capital’s Evidence-Base Investment Insights The Human Factor in Evidence-Based Wealth Management Installment Eleven So a buddy came in muttering “bitcoin…bitcoin…bitcoin”.  Our buddy was kicking himself in the behind because he hadn’t loaded up on Bitcoin in 2009 when Kristoffer Koch – who was writing a thesis on encryption – bought 5,000 bitcoins for $27.00.  […]

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What Has Evidence-Based Investing Done for Me Lately?

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Warburton Capital’s Evidence-Base Investment Insights What Has Evidence-Based Investing Done for Me Lately? Installment Ten Last week a buddy came in concerned about The Donald, Little Rocket Man, Handgun Proliferation, the General Decay of Civilization and an array of other issues that he somehow wanted to synthesize into a purposeful investment strategy.  We’ve seen our […]

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The Factors That Figure In An Evidence-Based Portfolio

By Warburton Capital | March 19, 2018 | 0 Comment

Warburton Capital’s Evidence-Base Investment Insights The Factors That Figure In An Evidence-Based Portfolio Installment Nine Last week a buddy came in to share an exotic tactic ‘guaranteed by him’ to generate out-sized returns.  It was pretty cool and involved ‘Shorting Venezuelan Bovine Futures’ while ‘Going Long Russian Rubles’.  As regards ‘exotic’ this pretty much sets […]

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The Essence of Evidence-Based Investing

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Warburton Capital’s Evidence-Based Investment Insights The Essence of Evidence-Based Investing Installment Eight Last week a buddy visited us to review his long-term plan.  He had been seduced by an advertisement for a mutual fund that was “ranked highest in its peer group” for performance.  The fund has only been around for two years but, apparently, […]

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What Drives Market Returns

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Warburton Capital’s Evidence-Based Investment Insights What Drives Market Returns Installment Seven So last week we had two different potential clients referred to us by current clients (we always appreciate referrals of friends and family members of current clients!) and both of these couples had sold all of their holdings in their IRAs and were holding […]

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