Warburton Capital Management

Solutions for your wealth management needs in Tulsa.

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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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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“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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Exciting Announcement: Blue Sky Bank!

By Warburton Capital | October 24, 2017 | 0 Comment

Independent Advice

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 […]

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Press Release: Jonathan Hall – New Academic and Professional Credentials

By Warburton Capital | April 19, 2017 | 0 Comment

Independent Advice

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 […]

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The IRA Contribution Deadline is Approaching!

By Warburton Capital | March 31, 2017 | 0 Comment

Frequently Asked Questions header graphic

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

evidence based investment insights

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

Independent Advice

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

Global Diversification

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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