Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

Coronavirus and the Market

By Warburton Capital | February 24, 2020 | 0 Comment

NYSE

What is the impact of Coronavirus on my investments? The term “novel coronavirus” is so new, some people have apparently wondered whether it is related to Corona beer. (It is not; it’s named after its crown-shaped particles.) And yet, how quickly it has grabbed global headlines. As the viral news has spread, so too has […]

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PRESS RELEASE: Tina Parkhill

By Warburton Capital | February 20, 2020 | 0 Comment

Running streams

Thomas K. Warburton, Chairman of Warburton Capital Management announced the election of Tina Parkhill to our Board of Directors. As an impassioned community advocate, Tina is heavily involved in a number of non-profits with a focus on the arts, family and children, abuse and recovery and mental health.  Most recently, Tina earned a 2016 Woman […]

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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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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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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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“Alarmist” or “Matter of Fact?”

By Warburton Capital | June 19, 2018 | 0 Comment

About Your Health header image

Warburton Capital Management “Alarmist” or “Matter of Fact?” So…I’m all excited about another day of Wealth Management…and a buddy walks in!  This time it happens to be my buddy Michael Zhuang.  Michael is a Financial Advisor who lives with his wife and children in Bethesda, Maryland.  Michael is a mainland China native who came to […]

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Jon Viets Elected to Board Of Directors

By Warburton Capital | April 20, 2018 | 0 Comment

Independent Advice header graphic

We Are Pleased To Announce That Jon Viets Has Been Elected To Our Board Of Directors Tom Warburton, CEO of Warburton Capital, has announced the election of Jon R. Viets to our Board of Directors. “Jon has served as our General Counsel since the inception of our firm and we are very pleased to welcome […]

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Behavioral Biases – What Makes Your Brain Trick?

By Warburton Capital | March 26, 2018 | 0 Comment

Warburton Capital’s Evidence-Based Investent Insights Behavioral Biases – What Makes Your Brain Trick? Installment Twelve So, a buddy comes in.  The entertainment of the day for our recently retired buddy had been CNBC – or ‘Financial Pornography’ as we characterize it.  Having ‘Drunk The Kool-Aid’ our buddy was now convinced the Government Shutdown was going […]

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