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Posts
About Your Wealth
- “Alarmist” or “Matter of Fact?”
- “Why Do I Own Bonds Again?”
- “What Are the Keys to A Good Investment Experience”?
- 5 SECRETS OF THE RICH THAT CAN HELP YOU ACCUMULATE AND GROW WEALTH
- Advanced Roth Strategies for High Earners: Backdoor, Mega Backdoor and More
- Asset Location Matters More Than Asset Allocation Once Your Net Worth Exceeds $10M
- Before you invest know 4 things
- Capturing the Market Rate of Return
- How Much Money Do I Need to Retire?
- Market Volatility
- Speculating About Presidential Elections is Not Fruitful
- The Markets Do What The Markets Do
- The War in Ukraine and Your Investments
- Trade, Trends and Tactics: Navigating Turbulent Markets
- WHAT’S IAP™ AND WHAT MAKES IT SPECIAL?
Board of Directors
- Andy Johnson Elected to Our Board of Directors
- Gentner Drummond Elected to Our Board of Directors
- Jon Viets Elected to Board Of Directors
- Jonathan Hall named president of Warburton Capital
- Jonathan M. Hall CFP®, WARBURTON CAPITAL MANAGEMENT
- PRESS RELEASE: Dr. Emily K Carter DDS MSD
- Scott Vaughn Elected to Our Board of Directors
- Tim McFerrin Elected to Our Board of Directors
Business Ideas
Consulting
- Are I-Bonds a way to avoid market volatility?
- Begin with the End in Mind
- CARES Act
- Don’t Fall for Market Timing’s Siren Song
- Effective estate planning beyond taxes
- Investing In Your Child’s Future: Tulsa’s Education Planning Specialists
- Jenny D’Ambrosio Joins Warburton Capital
- Jonathan Hall Continues Warburton Commitment to Service
- Josh Jakubovitz ready to serve Warburton Capital
- PRESS RELEASE: Tina Parkhill Elected to Our Board of Directors
- The Allure of Market Timing
- Warburton Capital offers trust services
- What does the Charles Schwab acquisition of TD Ameritrade mean for our clients?
corporate trustee
Evidence-Based Investment Insights
- Behavioral Biases – What Makes Your Brain Trick?
- Bringing the Evidence Home
- Daily Market Movement
- Financial Gurus and Other Unicorns
- Get Along, Little Market
- How Evidence-Based Advisors Stress-Test Retirement Plans
- Ignoring the Siren Song of Daily Market Pricing
- Introducing: Warburton Capital’s Investment Insights
- Managing the Market’s Risky Business
- Tariffs — An old tool with new questions
- The Essence of Evidence-Based Investing
- The Factors That Figure In An Evidence-Based Portfolio
- The Full-Meal Deal of Diversification
- The Human Factor in Evidence-Based Wealth Management
- The Mirage of Market Timing
- The Strategic Power of a 1031 Exchange
- Trade, Trends and Tactics: Navigating Turbulent Markets
- What Drives Market Returns
- What Has Evidence-Based Investing Done for Me Lately?
- WHAT’S IAP™ AND WHAT MAKES IT SPECIAL?
- You, the Market, and the Prices You Pay
Financial Support
- 6 options for distributing tangible personal property in an estate
- Align Your Charitable Giving with Your Financial Goals
- Are I-Bonds a way to avoid market volatility?
- Before you invest know 4 things
- Build a Strong Financial Foundation: A Guide to Choosing the Right Financial Advisor
- Business Capital and Financing: The Financial Advisor Advantage
- Charitable Gift Annuity
- Charitable Giving: Making a Difference with the Right Financial Advisor
- Don’t Fall for Market Timing’s Siren Song
- Feedback Loop: Encouraging Open Dialogue with Your Financial Advisor
- How a Financial Advisor Helps You Balance Growth and Security in Your Retirement Portfolio
- How Financial Advisors Help Business Owners with Wealth Management
- How Financial Advisors Use Data to Determine Your Ideal Retirement Withdrawal Rate
- Josh Jakubovitz ready to serve Warburton Capital
- Navigating Financial Planning in Tulsa: Your Guide to Choosing The Right Financial Advisor
- Our IAP™ is more than diversification
- Planning for Healthcare Costs in Retirement: Insights from Financial Advisors
- Prepare For a Liquidity Event: Financial Planning Before and After Selling a Business
- Protecting Your Wealth: Tips for Picking the Perfect Financial Planner
- Retirement Planning: The Key to Reaching Your Long-Term Goals
- Safeguard Your Financial Future: Prepare for Healthcare Costs in Retirement
- The Power of a Comprehensive Approach: Achieve Your Financial Goals with Warburton Capital Management
- Understanding Asset Location is a key component of IAP™
- Warburton Capital offers trust services
- Wealth Enhancement Tips: Choosing a Financial Advisor in Tulsa
- What does the Charles Schwab acquisition of TD Ameritrade mean for our clients?
IAP
Investment
- “What Are the Keys to A Good Investment Experience”?
- 5 SECRETS OF THE RICH THAT CAN HELP YOU ACCUMULATE AND GROW WEALTH
- Before you invest know 4 things
- Diversify Your Investment Portfolio
- Education Planning: The Key to Your Child’s Future
- Estate Planning 101: How Can You Get Started?
- Forgotten 401(k)? There’s a new tool to help
- High-Net-Worth Investors Should Think About Cash as a Tool
- IAP™ is what helps protect your lifestyle now and, in the future, through asset dedication
- Josh Jakubovitz ready to serve Warburton Capital
- Making Sense of the Market: Lessons from 2024
- Navigating Retirement After a High-Income Career: What Changes and What Doesn’t
- Our IAP™ is more than diversification
- Protecting Your Wealth: Tips for Picking the Perfect Financial Planner
- Retirement Planning: The Key to Reaching Your Long-Term Goals
- Smart Bond Market Investments On A Small Budget
- The Allure of Market Timing
- The Power of a Comprehensive Approach: Achieve Your Financial Goals with Warburton Capital Management
- The Risk Investors Fear
- The War in Ukraine and Your Investments
- Trade, Trends and Tactics: Navigating Turbulent Markets
- Understanding Asset Location is a key component of IAP™
- Wealth Enhancement Tips: Choosing a Financial Advisor in Tulsa
- What does the Charles Schwab acquisition of TD Ameritrade mean for our clients?
- WHAT’S IAP™ AND WHAT MAKES IT SPECIAL?
- Why High-Net-Worth Investors Need a Customized Asset Allocation, not a Model Portfolio
IRA
Isaac Hutchins
Jonathan Hall
- Advanced Roth Strategies for High Earners: Backdoor, Mega Backdoor and More
- Align Your Charitable Giving with Your Financial Goals
- Annuities: Pros and Cons
- Asset Location Matters More Than Asset Allocation Once Your Net Worth Exceeds $10M
- Business Capital and Financing: The Financial Advisor Advantage
- Business Succession Planning: Ensure a Smooth Transition with a Financial Advisor
- Common Pitfalls When Moving Your 401(k) to a New Employer
- Feedback Loop: Encouraging Open Dialogue with Your Financial Advisor
- High-Net-Worth Investors Should Think About Cash as a Tool
- How a Financial Advisor Helps You Balance Growth and Security in Your Retirement Portfolio
- How Evidence-Based Advisors Stress-Test Retirement Plans
- How Financial Advisors Help Business Owners with Wealth Management
- How Financial Advisors Use Data to Determine Your Ideal Retirement Withdrawal Rate
- How to Minimize Capital Gains Taxes with Tax-Efficient Investing
- How to Plan for College Savings While Balancing Other Financial Goals
- Investing In Your Child’s Future: Tulsa’s Education Planning Specialists
- Jonathan Hall Interviewed on KRMG
- Jonathan Hall named CEO of Warburton Capital Management
- Jonathan Hall Recognized in Tulsa’s “40 Under 40”
- Jonathan M. Hall CFP®, WARBURTON CAPITAL MANAGEMENT
- Making Sense of the Market: Lessons from 2024
- Navigating Financial Planning in Tulsa: Your Guide to Choosing The Right Financial Advisor
- Navigating Retirement After a High-Income Career: What Changes and What Doesn’t
- Optimize Retirement Account Transfers to Minimize Taxes
- Plan for Large Required Minimum Distributions Before They Become Mandatory
- Planning for Healthcare Costs in Retirement: Insights from Financial Advisors
- Prepare For a Liquidity Event: Financial Planning Before and After Selling a Business
- Press Release: Jonathan Hall – New Academic and Professional Credentials
- Safeguard Your Financial Future: Prepare for Healthcare Costs in Retirement
- Strategic Gifting to Heirs: Minimizing Taxes While Maximizing Impact
- Succession Planning for Family-Owned Businesses: An Evidence-Based Approach
- The Market is Declining – What Should I Do?
- Trade, Trends and Tactics: Navigating Turbulent Markets
- Wealth Enhancement Tips: Choosing a Financial Advisor in Tulsa
- Wealth Purpose Peace: Why We’re Launching a Podcast to Help You Make Work Optional
- Why High-Net-Worth Investors Need a Customized Asset Allocation, not a Model Portfolio
Marketing
Strategies
- ABS – Always Be Saving
- Advanced Roth Strategies for High Earners: Backdoor, Mega Backdoor and More
- Asset Location Matters More Than Asset Allocation Once Your Net Worth Exceeds $10M
- Estate Planning 101: How Can You Get Started?
- How Evidence-Based Advisors Stress-Test Retirement Plans
- How to Plan for College Savings While Balancing Other Financial Goals
- IAP™ is what helps protect your lifestyle now and, in the future, through asset dedication
- Investing In Your Child’s Future: Tulsa’s Education Planning Specialists
- Jonathan Hall Continues Warburton Commitment to Service
- Plan for Large Required Minimum Distributions Before They Become Mandatory
- Should You File for Social Security Early at 62?
- Strategic Gifting to Heirs: Minimizing Taxes While Maximizing Impact
- Succession Planning for Family-Owned Businesses: An Evidence-Based Approach
- The Allure of Market Timing
- Wealth Purpose Peace: Why We’re Launching a Podcast to Help You Make Work Optional
TD Ameritrade
The Market
- “Grexit” & China – Fear and Volatility in the Markets!
- “Why Do I Own Bonds Again?”
- “Wow, What a Ride!”
- 2016 Market Review
- A Rebalancing Act
- A Trip to the Casino
- A World of Fixed Income Opportunities
- Are I-Bonds a way to avoid market volatility?
- Brexit Votes and Market Outcomes
- Capturing the Market Rate of Return
- CARES Act
- Confirmation Bias
- Coronavirus and the Market
- Daily Market Movement
- Don’t Fall for Market Timing’s Siren Song
- Ignoring the Siren Song of Daily Market Pricing
- Imminent Yield Curve Inversion… Should I be Worried?
- Introducing: Warburton Capital’s Investment Insights
- Is It Time to Buy or Sell?
- Market Returns During an Election Year
- Market Volatility
- Obstacles In Our Paths
- Post-Election Reflections: The Morning After
- Presidential Elections and the Stock Market
- Q3 – 2015 – Quarterly Market Review
- Quarterly Market Report – 2016 – Q1
- Quarterly Market Report – 2016 – Q3
- Rational Optimism: Expect Turbulence!
- Smart Bond Market Investments On A Small Budget
- Sometimes – You Should Do Nothing!
- Speculating About Presidential Elections is Not Fruitful
- Tariffs — An old tool with new questions
- The Emerging Markets
- The Market is Declining – What Should I Do?
- The Markets Do What The Markets Do
- The Risk Investors Fear
- The War in Ukraine and Your Investments
- Warburton in the News: Grexit!
- Warburton in the News: Volatility in the New Year!
- Yields Went Up
- You, the Market, and the Prices You Pay
Tom Warburton
- Crypto: Tulip Bulb or Light Bulb?
- How presidential elections affect markets
- Tariffs — An old tool with new questions
- The Mirage of Market Timing
- The Strategic Power of a 1031 Exchange
- Warburton in the News: Grexit!
- Warburton in the News: Volatility in the New Year!
- Wealth Management and a Life Worth Reliving
- Working Smarter With AI
Trust Services
- 6 options for distributing tangible personal property in an estate
- Choosing the right Executor or Trustee
- Effective estate planning beyond taxes
- Making Important Family Decisions
- Portability: Weird and Wonderful
- Taking care of the kids: Creating a trust for minors
- Warburton Capital offers trust services
- When Creating a Trust Avoid This Mistake
Uncategorized
- Estate Planning and Individual Retirement Accounts
- Frauke Peterson, MBA CPA Elected to Our Board of Directors
- How presidential elections affect markets
- Josh Jakubovitz earns CFP® designation
- The Mirage of Market Timing
- The Strategic Power of a 1031 Exchange
- To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?
Warburton Capital Management
- “Why Do I Own Bonds Again?”
- “What Are the Keys to A Good Investment Experience”?
- 2016 Market Review
- A Rebalancing Act
- A Trip to the Casino
- Align Your Charitable Giving with Your Financial Goals
- Andy Johnson Elected to Our Board of Directors
- Annuities: Pros and Cons
- Bank Run News
- Brandon Jaquis becomes a CFA® Charterholder
- Brexit Votes and Market Outcomes
- Business Capital and Financing: The Financial Advisor Advantage
- Business Succession Planning: Ensure a Smooth Transition with a Financial Advisor
- Capturing the Market Rate of Return
- CARES Act
- Charitable Gift Annuity
- Charitable Giving: Making a Difference with the Right Financial Advisor
- Collaborative Success: The Role of Qualified Professionals in Consultative Wealth Management
- Common Pitfalls When Moving Your 401(k) to a New Employer
- Daily Market Movement
- Don’t Fall for Market Timing’s Siren Song
- Education Planning: The Key to Your Child’s Future
- Estate Planning 102: Estate Planning Techniques
- Estate Planning and Individual Retirement Accounts
- Exciting Announcement: Blue Sky Bank!
- Feedback Loop: Encouraging Open Dialogue with Your Financial Advisor
- Financial Gurus and Other Unicorns
- Gentner Drummond Elected to Our Board of Directors
- Getting Advice with Chronic or End-of-Life Illnesses
- High-Net-Worth Investors Should Think About Cash as a Tool
- How a Financial Advisor Helps You Balance Growth and Security in Your Retirement Portfolio
- How Financial Advisors Help Business Owners with Wealth Management
- How Financial Advisors Use Data to Determine Your Ideal Retirement Withdrawal Rate
- How Much Money Do I Need to Retire?
- How to Minimize Capital Gains Taxes with Tax-Efficient Investing
- How to Plan for College Savings While Balancing Other Financial Goals
- Ignoring the Siren Song of Daily Market Pricing
- Imminent Yield Curve Inversion… Should I be Worried?
- Introducing Our New Colleague: Isaac Hutchins
- Introducing Our New Colleague: Mark McCullough
- Introducing: Warburton Capital’s Investment Insights
- Investing In Your Child’s Future: Tulsa’s Education Planning Specialists
- Jenny D’ Ambrosio Shares Tips for Financial Empowerment
- Jonathan Hall Continues Warburton Commitment to Service
- Jonathan Hall Interviewed on KRMG
- Jonathan Hall named CEO of Warburton Capital Management
- Jonathan Hall named president of Warburton Capital
- Jonathan Hall Recognized in Tulsa’s “40 Under 40”
- Jonathan M. Hall CFP®, WARBURTON CAPITAL MANAGEMENT
- Market Volatility
- Navigating Financial Planning in Tulsa: Your Guide to Choosing The Right Financial Advisor
- Navigating Retirement After a High-Income Career: What Changes and What Doesn’t
- Obstacles In Our Paths
- Optimize Retirement Account Transfers to Minimize Taxes
- Plan for Large Required Minimum Distributions Before They Become Mandatory
- Planning for Healthcare Costs in Retirement: Insights from Financial Advisors
- Presidential Elections and the Stock Market
- PRESS RELEASE: Dr. Emily K Carter DDS MSD
- Press Release: Jonathan Hall – New Academic and Professional Credentials
- PRESS RELEASE: Mr. Brandon J. Jaquis, BS
- Q3 – 2015 – Quarterly Market Review
- Rational Optimism: Expect Turbulence!
- Reasons to Hire a Financial Planning Professional
- Safeguard Your Financial Future: Prepare for Healthcare Costs in Retirement
- Settling Estates with Trust
- Strategic Gifting to Heirs: Minimizing Taxes While Maximizing Impact
- Succession Planning for Family-Owned Businesses: An Evidence-Based Approach
- The Full-Meal Deal of Diversification
- The Market is Declining – What Should I Do?
- The Markets Do What The Markets Do
- Understanding Asset Location is a key component of IAP™
- Unprecedented Times: Investments Through The Lens of History and Human Ingenuity
- Warburton Capital & Blue Sky Bank Press Release
- Warburton Capital Announces Move to Warren Place
- Warburton Capital Named Top 8 Firm
- Warburton Capital’s Coronavirus Business Continuity Plan
- Warburton Client Service Specialist Brian Grant Promoted to Paraplanner
- Warburton Client Service Specialist Josh Jakubovitz Promoted to Operations Manager
- Warburton in the News: Grexit!
- Warburton in the News: Volatility in the New Year!
- Warburton Portfolio Manager Brandon Jaquis Becomes CFP® Professional
- Warburton Vice President of Trust Representative Services Mark McCullough Becomes AEP® Certified
- Wealth Management and a Life Worth Reliving
- What does the Charles Schwab acquisition of TD Ameritrade mean for our clients?
- Yields Went Up
- You, the Market, and the Prices You Pay
Wealth Purpose Peace Podcast
- Wealth Purpose Peace: America 250: Personal Finances of American Presidents
- Wealth Purpose Peace: Are Dividend Stocks the Best Way to Plan a Retirement Strategy?
- Wealth Purpose Peace: Avoid These Five Financial Myths!
- Wealth Purpose Peace: How Much Cash Should I Have in the Bank?
- Wealth Purpose Peace: How Much House Can I Afford?
- Wealth Purpose Peace: How Much Is Enough?
- Wealth Purpose Peace: How Much Is Too Much? Managing a Concentrated Stock Position
- Wealth Purpose Peace: How Much Life Insurance Should I Have?
- Wealth Purpose Peace: How Much Should I Put in my 401(k)?
- Wealth Purpose Peace: Required Minimum Distributions (RMDs) Explained: Rules, Taxes, and Deadlines
- Wealth Purpose Peace: Should I Help My Kids Financially?
- Wealth Purpose Peace: Should I Pay off Debt or Invest?
- Wealth Purpose Peace: Should I Retire Early?
- Wealth Purpose Peace: Should You Open a Roth IRA for Your Child?
- Wealth Purpose Peace: Spending Decisions: Is It Worth It?
- Wealth Purpose Peace: The 0.01% Rule: Stop Stressing Over Small Spending Decisions
- Wealth Purpose Peace: What Happens to My Money When I Die?
- Wealth Purpose Peace: What Should I Do When I Get an Inheritance?
- Wealth Purpose Peace: What Should I Do When the Market is Volatile?
- Wealth Purpose Peace: What’s Important to You About Money?
- Wealth Purpose Peace: When Should I File for Social Security?