The ‘Markets’ are always interesting!
As a recap of interesting developments in 2016-Q1 we offer the downloadable link below.
The Executive Summary is pretty simple:
- Equities – The US Stock Market was up, as were the Emerging Markets; International Developed Stocks were down for the quarter.
- Fixed Income – US and Global Markets were up
- The ‘Best’ Stock Market was Brazil at 27.87%. (Incidentally, it was the ‘worst’ in Q3, 2015).
- The ‘Worst’ Stock Market was Italy at -10.74%
- Commodities had mixed results with Natural Gas turning in the worst performance at -21.81%, while Gold had a return of 16.40%.
We find the attached presentation to be ‘Interesting’, but, not particularly ‘Useful’.
That said, our recommended – and most useful – strategy for investors remains “Formulate A Uniquely Personal And Goal Based Long-Term Plan – THEN – Don’t Mess With It”.
- Evidence demonstrates that the best investors are Dead People…they don’t mess with their investments.
Inviting your phone calls or emails and trusting this will find you well, we remain
Your Friends At Warburton Capital
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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