Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

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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“Why Do I Own Bonds Again?”

By Warburton Capital | August 24, 2018 | 0 Comment

Rocky Mountain Vista

Warburton Capital Management “Why Do I Own Bonds Again?” So… a buddy walks in and wants to grab a cup of coffee because he’s got some questions about the Bonds in his portfolio. At the first sound of the word “coffee,” we were happy to oblige. (If you’ve been in our office recently, you’ll understand […]

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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 […]

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Quarterly Market Report – 2016 – Q1

By Warburton Capital | April 12, 2016 | 0 Comment

Global Diversification

The ‘Markets’ are always interesting! As a recap of interesting developments in 2016-Q1 we offer the downloadable link below. The Executive Summary is pretty simple: Equities – The US Stock Market was up, as were the Emerging Markets; International Developed Stocks were down for the quarter. Fixed Income – US and Global Markets were up The ‘Best’ […]

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A World of Fixed Income Opportunities

By Warburton Capital | August 26, 2015 | 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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