Warburton Capital Management

Solutions for your wealth management needs.

Press Release: Jonathan Hall – New Academic and Professional Credentials

By Warburton Capital | April 19, 2017 | 0 Comment

FOR IMMEDIATE RELEASE JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS Mark Morley, President of Tulsa, Oklahoma, based Warburton Capital Management, is pleased to announce that his colleague and partner, Jonathan Mark Hall, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification […]

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Warburton Capital Named Top 8 Firm

By Warburton Capital | February 10, 2017 | 0 Comment

This post hits some high points of how we approach investing, but if you would like to discuss more in-depth – or would like a second opinion on your investments in pursuit of creating a Purposeful Plan- please click to Contact Us Here!  It is my pleasure to announce that we were selected as one […]

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2016 Market Review

By Warburton Capital | January 17, 2017 | 0 Comment

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 … […]

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Jonathan Hall Interviewed on KRMG

By Warburton Capital | January 9, 2017 | 0 Comment

Our Chief Operating Officer, Jonathan Hall, was interviewed on the show “Oklahoma Perspective” with Bert Williams on KRMG FM 102.3 to discuss investing, financial planning, and resolutions for the new year! To listen to the interview, please click on the embedded media below: You can connect with Jonathan via LinkedIn or you can read his biography […]

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The Full-Meal Deal of Diversification

By Warburton Capital | November 22, 2016 | 0 Comment

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 […]

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Financial Gurus and Other Unicorns

By Warburton Capital | | 0 Comment

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 […]

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Presidential Elections and the Stock Market

By Warburton Capital | October 11, 2016 | 0 Comment

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 […]

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Ignoring the Siren Song of Daily Market Pricing

By Warburton Capital | September 20, 2016 | 0 Comment

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 […]

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You, the Market, and the Prices You Pay

By Warburton Capital | August 9, 2016 | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights You, the Market, and the Price You Pay Installment One Welcome to the first installment in our series of Warburton Capital’s Evidence-Based Investment Insights: You, the Market and the Prices You Pay. When it comes to investing (or anything in life worth doing well) it helps to know what you’re […]

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Introducing: Warburton Capital’s Investment Insights

By Warburton Capital | | 0 Comment

So a buddy stops by the office the other day and says “I liked your email about the Brexit but now I fear that we are in a bubble and with interest rates so low maybe I should just buy the British Pound?”  I excitedly went to the white board to further explain Harry Markowitz’s […]

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