Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Get Along, Little Market

By Warburton Capital | April 19, 2017 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Get Along, Little Market Installment Six So last week a buddy finally closed a long awaited business deal and although now flush with cash he was concerned about getting into the market now, “Is the Trump rally over?”  I immediately thought about featuring him in our next newsletter… So without further […]

Continue Reading

Managing the Market’s Risky Business

By Warburton Capital | March 19, 2017 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights Managing the Market’s Risky Business Installment Five Last week a buddy came in speculating that FANG (Facebook, Apple, Netflix and Google) were the only securities any investor should place bets on.   According to him, buy FANG and sit back for the next few decades while enjoying market out-performance.  Maybe…and maybe […]

Continue Reading

2016 Market Review

By Warburton Capital | January 17, 2017 | 0 Comment

Global Diversification

If you were with us this time last year, you may recall that the markets were in a much gloomier state amidst a panic-driven sell-off. The demoralizing numbers were reflected in the early days of 2016, as well as in Dimensional Fund Advisors’ 2015 Market Review, released about a year ago. At the time … […]

Continue Reading

The Full-Meal Deal of Diversification

By Warburton Capital | November 22, 2016 | 0 Comment

evidence based investment insights

Warburton Capital’s Evidence-Based Investment Insights The Full-Meal Deal of Diversification Installment Four So last week a buddy came in and said “Okay I get that markets are efficient and security prices established by market participants are probably accurate, but, can’t we add to our returns by buying only the few stocks recommended by the Motley Fool […]

Continue Reading

Financial Gurus and Other Unicorns

By Warburton Capital | | 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 […]

Continue Reading

Post-Election Reflections: The Morning After

By Warburton Capital | November 9, 2016 | 0 Comment

Global Diversification Header

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, […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading

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 […]

Continue Reading