Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Imminent Yield Curve Inversion… Should I be Worried?

By Warburton Capital | December 5, 2018 | 0 Comment

Warburton Capital Management “Imminent Yield Curve Inversion” So, a buddy comes in.  Our buddy says “Jim Cramer is ranting that the Imminent Yield Curve Inversion is a Harbinger of Doom for stock and bond investors”.  Conveniently, my buddies at DIMENSIONAL recently sent me a few slides relevant to this discussion…so…here we go! First of all, […]

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Market Volatility

By Warburton Capital | November 5, 2018 | 0 Comment

Warburton Capital Management “Market Volatility” So, a buddy comes in.  Our buddy is concerned about recent market volatility and is wondering if his portfolio needs to be ‘adjusted’. Our buddy opened up with “The markets are crashing.  Maybe I need to sit in cash and wait for the market to turn around?”As is the case […]

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“What Are the Keys to A Good Investment Experience”?

By Warburton Capital | October 15, 2018 | 0 Comment

  Warburton Capital Management “What Are the Keys to A Good Investment Experience”? So, a buddy sends me an email.  It develops that this particular buddy is a respected financial services industry veteran who always makes a lot of sense.  In this particular email my buddy was addressing a useful topic = “What Are the […]

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“Why Do I Own Bonds Again?”

By Warburton Capital | August 24, 2018 | 0 Comment

Rocky Mountain Vista

Warburton Capital Management “Why Do I Own Bonds Again?” So… a buddy walks in and wants to grab a cup of coffee because he’s got some questions about the Bonds in his portfolio. At the first sound of the word “coffee,” we were happy to oblige. (If you’ve been in our office recently, you’ll understand […]

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The Markets Do What The Markets Do

By Warburton Capital | July 17, 2018 | 0 Comment

Rocky Mountains

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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