Warburton Capital Mangement
Capturing the Market Rate of Return
So…a buddy walks in! This time our buddy has been reading a lot about ‘how the markets work’ and he has, terrifically, gained appreciation for Capturing The Market Rate Of Return!
My buddy is going on and on about how ‘Stock Pickers Have A One Out Of Six Chance Of Delivering The Market Rate Of Returns Over Fifteen Year Periods’. Having discussed this fact our buddy declared “I will never again own individual stocks”!
Our buddy really is onto something. If an investor purposefully manages their total portfolio with a precise amount allocated to bonds for currency needs and the balance of their portfolio in stocks to growth their wealth for either their elderly years or their beneficiaries – which may include charities as well as family members – then, historically, that investor has been well served by receiving the Market Rate Of Return.
Enclosed is a graph which reveals the long-term growth of an initial $1.00 invested in stocks, bonds bills and inflation as well as the volatility (inter-period price fluctuation) of those same four asset classes. Of course, with inflation, the growth is a reduction in our purchasing power, so, it would seem imprudent to just stuff our cash under our beds or in our checking accounts.
In the words of Winston Churchill – my sister kind of got me on a Winston Churchill kick, “However beautiful the strategy, you should occasionally look at the results”. Please rest assured that we will always be here for dynamic review of results and financial plans.
On behalf of our firm and with my sincere wishes that you possess an appreciation for Capturing The Market Rate Of Return, I remain
Yours truly,
Warburton Capital Management
Author: Warburton Capital
Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013.
As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor.
Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University.
Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS).
In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers.
Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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