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, […]
Continue ReadingBy Warburton Capital | August 24, 2018 | 0 Comment
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 […]
Continue ReadingBy Warburton Capital | June 19, 2018 | 0 Comment
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 […]
Continue ReadingBy Warburton Capital | April 20, 2018 | 0 Comment
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 […]
Continue ReadingBy 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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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. […]
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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 ReadingBy 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 […]
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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, […]
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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 […]
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