Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

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 […]

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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 […]

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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 […]

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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 […]

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You, the Market, and the Prices You Pay

By Warburton Capital | August 9, 2016 | 0 Comment

evidence based investment insights

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

evidence based investment insights

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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Brexit Votes and Market Outcomes

By Warburton Capital | June 27, 2016 | 0 Comment

Global Diversification

  Believe me, we get it. After last week’s Brexit referendum and its startling outcome, it’s hard to view today’s news without feeling your stomach twist over what in the world is going on. Whenever the markets scream bloody murder, your instincts deliver a sense of unrest ranging from discontent to desperation. Financial author Larry […]

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Wealth Management and a Life Worth Reliving

By Warburton Capital | April 12, 2016 | 0 Comment

Planning for Retirement

On Thursday, March 24th, 2016, the TULSA WORLD published a ‘Business Viewpoint’ composed by our Founder and Chairman; Tom Warburton titled “Wealth Management And A Life Worth Living”. As are the majority of the missives that we distribute, this article was inspired by and largely documents a real-life interaction between a client, or buddy, as […]

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Jonathan Hall Recognized in Tulsa’s “40 Under 40”

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Independent Advice

We are very pleased that the Tulsa Business and Legal News has recognized our colleague, Jonathan Hall, as one of Tulsa’s Top 40 Under 40 business leaders. Jonathan is a very special young man.  As a husband and father he demonstrates self-sacrificing love and devotion, as a businessperson he reveals maturity beyond his years, as […]

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A Trip to the Casino

By Warburton Capital | March 15, 2016 | 0 Comment

Planning for Retirement

So…a buddy comes in and reports that he has been in a casino most of the day.  This spawned the “were you a big winner?” question.  To which he responded, “I never wager”! “Why would you go to a casino and not wager?” we inquired.  Our buddy explained, “I like to walk around and observe […]

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