Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Daily Market Movement

By Warburton Capital | September 3, 2019 | 0 Comment

So, a buddy comes in.  She’s been grinding her teeth over recent, seemingly extreme, market volatility – large moves to the upside and large moves to the downside.  She’s wondering if this is something new, unusual or predictive such that we should be taking some trading action. History reveals that large daily upside or downside […]

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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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Our Custodian and Your Account Protection

By Warburton Capital | July 8, 2014 | 0 Comment

Evidence Based Investing

As Wealth Managers we take a keen interest in assisting our clients with the development of Purposeful Investment Portfolios, Managing Taxation, Estate Planning, Exploring Insurance Solutions for Risk Management and Charitable Intent with each element informed by our clients uniquely personal Goals, Values, Needs, Resources and Obligations. We also take a keen interest in the […]

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