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  HomeWarburton Capital Management  |  Our Blog
Settling Estates with Trust
Categories Warburton Capital Management

Settling Estates with Trust

There are a myriad of reasons a trust is a practical estate planning tool. For many people, a resounding reason is avoiding probate in the process of...
Posted on December 7, 2022 December 7, 2022
Warburton Portfolio Manager Brandon Jaquis Becomes CFP® Professional
Categories Warburton Capital Management

Warburton Portfolio Manager Brandon Jaquis Becomes CFP® Professional

Warburton Capital Management is proud to announce that Portfolio Manager, Mr. Brandon Jaquis, is now a CERTIFIED FINANCIAL PLANNER™️. The CFP...
Posted on November 18, 2022 October 13, 2024
accounting-alone-analysis
Categories Warburton Capital Management

Unprecedented Times: Investments Through The Lens of History and Human Ingenuity

“We are living in unprecedented times” is a phrase that we’ve all become tired of hearing over the last few years.I don’t know about you, but...
Posted on October 25, 2022 October 13, 2024
When Creating a Trust Avoid This Mistake
Categories IRA Uncategorized Warburton Capital Management

Estate Planning and Individual Retirement Accounts

While the concept of an individual retirement account (IRA) seems fairly straightforward, the rules that apply to distributions can be quite complicat...
Posted on October 13, 2022 February 15, 2025
Estate planning
Categories Warburton Capital Management

Reasons to Hire a Financial Planning Professional

Brandon Jaquis, Portfolio Manager and CERTIFIED FINANCIAL PLANNER™ practitioner at Warburton Capital Management, was featured in the Tulsa World Bus...
Posted on August 29, 2022 October 13, 2024
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