So a buddy stops by the office the other day and says “I liked your email about the Brexit but now I fear that we are in a bubble and with interest rates so low maybe I should just buy the British Pound?” I excitedly went to the white board to further explain Harry Markowitz’s Modern Portfolio Theory and Eugene Fama’s Efficient Market Hypothesis when my buddy interrupted and said “Wait wait I just wanted a simple explanation…”
So without further delay welcome to Warburton Capital’s Evidence-Based Investment Insights!
Are you ready to become a better investor – to enhance your understanding of the most important principles that drive the creation of wealth – without it hurting a bit? That’s what Evidence-Based Investment Insights is all about.
Each insight will take only a minute or two of your time to explore one essential concept about investing, with an emphasis on ensuring that evidence, not emotion, guides the way. Before you know it, we’ll have introduced you to a dozen or so solid principles, based on more than a half-century of peer-reviewed inquiry into how capital markets efficiently and effectively deliver long-term wealth to patient investors.
Don’t worry, unless you specifically ask us about it, we’ll skip the Greek calculations and multi-factor modeling. Instead, we’ll translate each insight into its meaningful essence: the “What’s in it for me?” you need to know, so you can apply the science of investing to further understand your own portfolio.
You see, being a better investor doesn’t mean you must have an advanced degree in financial economics, or that you have to be smarter, faster or luckier than the rest of the market. It means:
- Knowing and heeding the insights available from those who do have advanced degrees in financial economics
- Structuring your portfolio so that you’re playing with rather than against the market and its expected returns
- Avoiding your own most dangerous behaviors – ingrained through eons of evolution – that tempt you to make the worst financial decisions at all the wrong times
Are you ready to become a better investor on these terms? Join us for our next Evidence-Based Investment Insight: “You, the Market and the Prices You Pay.”
Also In This Series:
Installment One: You, the Market, and the Price You Pay
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.
View all posts by Warburton Capital
