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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ABS – Always Be Saving

By Warburton Capital | February 20, 2020 | 0 Comment

Forest with stream

So, a buddy comes in.  This buddy is an outrageously frugal 36-year-old single woman who, amazingly, Manages to Save 30% Of Her Gross Compensation!  I asked her how she did this and she said she had a motto – ABS – Always Be Saving!  (Kinda reminds me of the ABC motto – Always Be Closing […]

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Daily Market Movement

By Warburton Capital | September 3, 2019 | 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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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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A Rebalancing Act

By Warburton Capital | December 18, 2015 | 0 Comment

Independent Advice

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in fact, desirable. A portfolio that holds assets that do not perform similarly (i.e., with low […]

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Rational Optimism: Expect Turbulence!

By Warburton Capital | December 1, 2015 | 0 Comment

Independent Advice

So, a buddy was in our office a couple of weeks ago and as our conversation became increasingly tangential, we landed on the binary topic of – Are You An Optimist Or A Pessimist? Face it, in daily conversations we are asked to make binary decisions.  Are you a Republican or a Democrat?  Do you […]

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“Wow, What a Ride!”

By Warburton Capital | August 26, 2015 | 0 Comment

Global Diversification

“Wow, what a ride!”… …exclaimed my 13-year-old after his zip line adventure high above Estes Park, Colorado last month.  The ride started with my two sons climbing a 40 foot tower at the top of the mountain and jumping off to zip line 800 feet over a valley and arrive safely at the other side. […]

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