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 […]
Continue ReadingThe Human Factor in Evidence-Based Wealth Management
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Warburton Capital’s Evidence-Base Investment Insights The Human Factor in Evidence-Based Wealth Management Installment Eleven So a buddy came in muttering “bitcoin…bitcoin…bitcoin”. Our buddy was kicking himself in the behind because he hadn’t loaded up on Bitcoin in 2009 when Kristoffer Koch – who was writing a thesis on encryption – bought 5,000 bitcoins for $27.00. […]
Continue ReadingWhat Has Evidence-Based Investing Done for Me Lately?
By Warburton Capital | | 0 Comment
Warburton Capital’s Evidence-Base Investment Insights What Has Evidence-Based Investing Done for Me Lately? Installment Ten Last week a buddy came in concerned about The Donald, Little Rocket Man, Handgun Proliferation, the General Decay of Civilization and an array of other issues that he somehow wanted to synthesize into a purposeful investment strategy. We’ve seen our […]
Continue ReadingThe Factors That Figure In An Evidence-Based Portfolio
By Warburton Capital | March 19, 2018 | 0 Comment
Warburton Capital’s Evidence-Base Investment Insights The Factors That Figure In An Evidence-Based Portfolio Installment Nine Last week a buddy came in to share an exotic tactic ‘guaranteed by him’ to generate out-sized returns. It was pretty cool and involved ‘Shorting Venezuelan Bovine Futures’ while ‘Going Long Russian Rubles’. As regards ‘exotic’ this pretty much sets […]
Continue ReadingThe Essence of Evidence-Based Investing
By Warburton Capital | | 0 Comment
Warburton Capital’s Evidence-Based Investment Insights The Essence of Evidence-Based Investing Installment Eight Last week a buddy visited us to review his long-term plan. He had been seduced by an advertisement for a mutual fund that was “ranked highest in its peer group” for performance. The fund has only been around for two years but, apparently, […]
Continue ReadingWhat Drives Market Returns
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Warburton Capital’s Evidence-Based Investment Insights What Drives Market Returns Installment Seven So last week we had two different potential clients referred to us by current clients (we always appreciate referrals of friends and family members of current clients!) and both of these couples had sold all of their holdings in their IRAs and were holding […]
Continue ReadingExciting Announcement: Blue Sky Bank!
By Warburton Capital | October 24, 2017 | 0 Comment
Dear Friends, I wanted you to be among the first to know about an exciting new development at our firm. We are proud to announce a new alliance with Blue Sky Bank, which has acquired a minority ownership interest in Warburton Capital Management! Founded in 1905, Blue Sky Bank has $225 Million in assets and […]
Continue ReadingGet Along, Little Market
By Warburton Capital | April 19, 2017 | 0 Comment
Warburton Capital’s Evidence-Based Investment Insights Get Along, Little Market Installment Six So last week a buddy finally closed a long awaited business deal and although now flush with cash he was concerned about getting into the market now, “Is the Trump rally over?” I immediately thought about featuring him in our next newsletter… So without further […]
Continue ReadingPress Release: Jonathan Hall – New Academic and Professional Credentials
By Warburton Capital | | 0 Comment
FOR IMMEDIATE RELEASE JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS Warburton Capital Management is pleased to announce that Jonathan Mark Hall has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Jonathan […]
Continue ReadingThe IRA Contribution Deadline is Approaching!
By Warburton Capital | March 31, 2017 | 0 Comment
Tax season is upon us, and with that comes the deadline for making “prior-year” 2016 IRA contributions! April 18th, known as “Tax Day” also typically serves as the deadline for making IRA contributions for the tax year that you are reporting on. Some information that may be useful to you… Across all of your ROTH […]
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Jon Viets Elected to Board Of Directors
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We Are Pleased To Introduce Mark McCullough As Our Colleague As...blog archive
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