Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

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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Is It Time to Buy or Sell?

By Warburton Capital | October 19, 2015 | 0 Comment

Independent Advice

Financial professionals generally describe an index decline of 10% or more from a market peak as a “correction”.  The age old question – “after a 10% decline, should investors seek to protect themselves from further decline by selling, or should they consider it an opportunity to purchase stocks at the lower prices currently available” – […]

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“Wow, What a Ride!”

By Warburton Capital | August 26, 2015 | 0 Comment

Global Diversification

“Wow, what a ride!”… …exclaimed my 13-year-old after his zip line adventure high above Estes Park, Colorado last month.  The ride started with my two sons climbing a 40 foot tower at the top of the mountain and jumping off to zip line 800 feet over a valley and arrive safely at the other side. […]

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A World of Fixed Income Opportunities

By Warburton Capital | | 0 Comment

Independent Advice

Almost daily we discuss the current Yield Curve, or more specifically, the low interest rates being offered to folks desirous of generating a reasonable rate of return from their savings.  I find this discussion to be interesting for several reasons. First of all interest rates on savings are highly correlated to inflation. (In the following […]

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“Grexit” & China – Fear and Volatility in the Markets!

By Warburton Capital | July 27, 2015 | 0 Comment

Global Diversification

Do you want to meet in person to discuss the impact of recent market volatility on your current portfolio? Contact us here! Over the past few weeks hardly a day passed when a buddy didn’t call and want to talk about the implications of Greece declaring bankruptcy or the collapse of the Chinese markets.  Fear […]

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Warburton in the News: Grexit!

By Warburton Capital | July 7, 2015 | 0 Comment

Independent Advice

“Investors should remain calm following Greek ‘No’ vote, author says” 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 on Greece and the recent “Grexit.” This article hits the high points of our thoughts on the matter, but […]

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The Emerging Markets

By Warburton Capital | June 30, 2015 | 0 Comment

Planning for Retirement

This month, we are expanding our look at US versus Foreign Performance by examining the Non-Developed Markets – commonly referred to as the Emerging Markets or BRIC’s – Brazil, Russia, India, China and nineteen or so others…depending on whose definition you believe. While it is curious that the US Markets dominated Developed Markets by returning […]

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