Warburton Capital Management

Solutions for your wealth management needs.

Get 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 […]

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Press Release: Jonathan Hall – New Academic and Professional Credentials

By Warburton Capital | | 0 Comment

FOR IMMEDIATE RELEASE JONATHAN HALL – NEW ACADEMIC AND PROFESSIONAL CREDENTIALS Mark Morley, President of Tulsa, Oklahoma, based Warburton Capital Management, is pleased to announce that his colleague and partner, 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 […]

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The IRA Contribution Deadline is Approaching!

By Warburton Capital | March 31, 2017 | 0 Comment

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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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Managing the Market’s Risky Business

By Warburton Capital | March 19, 2017 | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights Managing the Market’s Risky Business Installment Five Last week a buddy came in speculating that FANG (Facebook, Apple, Netflix and Google) were the only securities any investor should place bets on.   According to him, buy FANG and sit back for the next few decades while enjoying market out-performance.  Maybe…and maybe […]

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Warburton Capital Named Top 8 Firm

By Warburton Capital | February 10, 2017 | 0 Comment

This post hits some high points of how we approach investing, but if you would like to discuss more in-depth – or would like a second opinion on your investments in pursuit of creating a Purposeful Plan- please click to Contact Us Here!  It is my pleasure to announce that we were selected as one […]

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2016 Market Review

By Warburton Capital | January 17, 2017 | 0 Comment

If you were with us this time last year, you may recall that the markets were in a much gloomier state amidst a panic-driven sell-off. The demoralizing numbers were reflected in the early days of 2016, as well as in Dimensional Fund Advisors’ 2015 Market Review, released about a year ago. At the time … […]

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Jonathan Hall Interviewed on KRMG

By Warburton Capital | January 9, 2017 | 0 Comment

Our Chief Operating Officer, Jonathan Hall, was interviewed on the show “Oklahoma Perspective” with Bert Williams on KRMG FM 102.3 to discuss investing, financial planning, and resolutions for the new year! To listen to the interview, please click on the embedded media below: You can connect with Jonathan via LinkedIn or you can read his biography […]

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The Full-Meal Deal of Diversification

By Warburton Capital | November 22, 2016 | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights The Full-Meal Deal of Diversification Installment Four So last week a buddy came in and said “Okay I get that markets are efficient and security prices established by market participants are probably accurate, but, can’t we add to our returns by buying only the few stocks recommended by the Motley Fool […]

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Financial Gurus and Other Unicorns

By Warburton Capital | | 0 Comment

Warburton Capital’s Evidence-Based Investment Insights Financial Gurus and Other Unicorns Installment Three So last week a buddy stopped by and commented that he really liked our new letter series but that he likes the stock advice from a couple of brothers in the newspaper and the guy who yells a lot on TV.  When I […]

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Post-Election Reflections: The Morning After

By Warburton Capital | November 9, 2016 | 0 Comment

Whether you’re feeling elated, deflated or mostly just jaded about what just happened in the U.S. elections, we wanted to reach out to you with a few thoughts related to the “What’s next?” that may be on your mind. It’s possible that even President-elect Trump himself didn’t see this one coming. To say the least, […]

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