Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

PRESS RELEASE: Mr. Brandon J. Jaquis, BS

By Warburton Capital | October 14, 2019 | 0 Comment

Forest Background

Thomas K. Warburton, Chairman of Warburton Capital Management, announced that Brandon J. Jaquis has joined Warburton Capital as a Client Service Specialist. In this role, he responds to client requests, assists in onboarding new clients and implements solutions to improve operational efficiencies. Prior to his full-time service, Brandon assisted Warburton Capital part-time from January of […]

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PRESS RELEASE: Dr. Emily K Carter DDS MSD

By Warburton Capital | October 7, 2019 | 0 Comment

Running Stream

Thomas K. Warburton, Chairman of Warburton Capital Management announced the appointment of Dr. Emily K Carter DDS MSD to our Advisory Board of Directors. Dr. Carter attended Bishop Kelley High School in Tulsa where she met her husband, Noah.  She then graduated from the University of Kansas with honors and a degree in Human Biology. […]

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Jonathan M. Hall CFP®, WARBURTON CAPITAL MANAGEMENT

By Warburton Capital | September 3, 2019 | 0 Comment

Plains and low mountains

Thomas K. Warburton, Chairman of Warburton Capital Management announced the election of Jonathan M. Hall CFP™ of Tulsa to the Board of Directors of Warburton Capital Management and promotion to the position of Managing Principal. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013.  As Managing […]

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Daily Market Movement

By Warburton Capital | | 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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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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“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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Capturing the Market Rate of Return

By Warburton Capital | July 12, 2018 | 0 Comment

About Your Health header image

Warburton Capital Mangement Capturing the Market Rate of Return So…a buddy walks in!  This time our buddy has been reading a lot about ‘how the markets work’ and he has, terrifically, gained appreciation for Capturing The Market Rate Of Return! My buddy is going on and on about how ‘Stock Pickers Have A One Out […]

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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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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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