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Burkholder Wealth Management

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Tulsa, OK
Burkholder Wealth Management

Building and Preserving Wealth. Private Wealth Management headquartered in Tulsa, OK.

06/02/2026

Please join us in welcoming Abby Feken to Burkholder Wealth Management as our Summer Financial Planning Intern!

Abby is an incoming junior at the University of Oklahoma, where she is majoring in Finance and minoring in Economics. She brings a strong interest in financial planning, investments, and client service, and we're excited to have her join our team this summer.

In addition to her academic studies, Abby serves as Assistant Director of Women in Finance at OU, helping organize initiatives and corporate visits that support women pursuing careers in finance.

Here's what Abby is looking forward to this summer:

"I am very excited to be working with Burkholder Wealth Management as a Financial Planning Intern, where I look forward to learning more about the trading process and how investment decisions can help improve client portfolios. I am also excited to gain insight and experience in this client-focused industry and learn more about wealth management."

When she's not studying finance, Abby enjoys reading, discovering new movies, and traveling abroad.

We're thrilled to have Abby on board and look forward to supporting her growth and development in the financial planning profession. If you connect with her this summer, please help us give her a warm welcome to the BWM family!

05/28/2026

The NBA playoffs are in full swing, and it’s easy to believe the “hot hand” is real. When a player hits several shots in a row, fans assume the next one is more likely to fall. But research shows that even long shooting streaks don’t meaningfully improve the odds of the next shot going in.

Markets work the same way.

After the US dollar declined last year, many investors expected continued weakness in 2026. Instead, the dollar has posted modest gains so far this year. Historically, whether the dollar rises or falls in one year tells us very little about what happens next. Much like basketball, short term streaks rarely predict future outcomes.

That’s why disciplined investing matters more than chasing recent trends or headlines.

05/14/2026

Investors may feel tempted to move away from equities when recession fears rise, but history tells a different story.

Markets are forward looking, meaning stock prices often adjust before a recession officially begins. While volatility can be uncomfortable in the short term, long term investors have historically been rewarded for staying disciplined.

Looking back at the past 16 US recessions:
• In 12 of them, stock returns were positive two years after the recession began
• The average annualized return over those two years was 8.8%
• A $10,000 investment at the start of a recession grew to an average of $12,153 after two years

Periods of uncertainty are never easy, but maintaining a long term investment strategy and avoiding emotional decisions can make a meaningful difference over time.

04/30/2026

Markets can shift quickly and this is a great reminder why discipline matters.

From March 2020 through September 2020, large growth stocks outperformed small value by a wide margin as uncertainty drove investors toward big tech and stability.

Then the script flipped.

From October 2020 through March 2021, small value stocks surged ahead with a 63% cumulative outperformance.

The takeaway is simple: leadership rotates. What lags today can lead tomorrow.

Trying to time these swings is nearly impossible. Staying invested and sticking to a long term plan is how investors capture these powerful rebounds.

Consistency beats prediction.

04/16/2026

We’ve seen more ups than downs in the market.

Looking at 100 years of stock market returns tells a powerful story:
• Stocks delivered positive returns in 75 out of 100 years
• Negative returns occurred in just 25 years
• Nearly 75% of down years were followed by an up year

A recent example:
Markets declined 19.8% in 2022
Then rebounded with a 26.6% gain in 2023

Volatility is normal. It is part of the process, not a reason to abandon a long term plan.

The data is clear. Staying invested through uncertainty has historically been the key to long term success.

04/02/2026

What happens if you try to time the market?

Here is a real example using the Russell 3000:

Start with $1,000 in 2001
Stay invested through 2025 → $8,360 (≈9.1% annual return)

But if you miss key moments:
Miss the best week → $6,977 (≈8.1% annual return)

Miss the best 3 months → $5,893 (≈7.3% annual return)

The strongest market gains often happen quickly and without warning.

That is why staying invested matters.

You do not need to predict the market. You need to participate in it.

Long term discipline wins.

03/12/2026

Lately, the noise from the news has felt louder than ever. From last year's tariffs to this year's international conflicts, headlines can make the environment feel uncertain and unpredictable.

During times like this, markets often become more volatile. It can be difficult to sit still and watch our accounts fluctuate day after day, especially when the numbers are in the red. But what if staying patient is actually the best decision? History suggests it often is.

Market history shows that uncertainty is nothing new. U.S. markets have moved through wars, recessions, political crises, and global conflicts. Yet over time, they have continued to move forward. In fact, after major market downturns, the average return for U.S. stocks has been more than 40% over the following three years and nearly 70% within five years.

Those recoveries do not happen because uncertainty disappears overnight. They happen because markets adapt, price in the future, and continue to grow over time.

This is why having confidence in a well built investment plan is so important. Investors who remain patient and stay invested are often the ones who see the greatest long term results.

The approach does not change when headlines become louder.
Create a plan. Stay consistent. Focus on the long term.

Often, the most effective move an investor can make is simply resisting the urge to react.

11/27/2025

As Thanksgiving approaches, we want to take a moment to express our sincere gratitude for your continued support and partnership. Your trust in us is truly appreciated. Wishing you and your family a wonderful Thanksgiving filled with joy and blessings.

11/21/2025

This week, our team has decided to share with you our latest YouTube video: “Top Year-End Tax Planning Tips” At Burkholder Wealth Management, we’re committed to not only providing exceptional service, but also empowering our clients with knowledge to support better decisions and long-term financial success.

In this video, Eric and Val break down key year-end opportunities:
✔️ Tax-loss harvesting
✔️ 401(k) deadlines
✔️ Gifting strategies
✔️ Donor-Advised Funds
✔️ Roth conversions
✔️ RMD & HSA reminders

🎥 Watch now

(https://youtu.be/DTenzcftrO8)

11/13/2025

Why Is Everybody Gaga for Gold Right Now?

Gold prices have been climbing in 2025, drawing plenty of investor attention. But before joining the rush, it’s worth asking: What’s really behind gold’s allure?

Historically, gold has moved independently of stocks, making it a potential diversifier. But it’s also volatile and produces no income.

By contrast, diversified equity portfolios have significantly outpaced gold over time, even through inflationary periods.

The takeaway?
While gold can serve as a portfolio hedge, it shouldn’t replace a balanced, evidence-based investment approach. Staying diversified across asset classes remains the most reliable path toward achieving long-term goals.

🎥 Watch the full Dimensional video to see why gold is back in the spotlight and what it means for disciplined investors:
👉 https://www.dimensional.com/us-en/insights/why-is-everybody-gaga-for-gold-right-now

Disclosure: This material is for informational purposes only and should not be construed as investment advice. Past performance is not a guarantee of future results. Always consider your personal circumstances before making financial decisions.

Address

5014 E 101st Street
Tulsa, OK
74137

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm
Friday	9am - 5pm

Telephone

+19187277100

Website

https://linktr.ee/burkholderwealthmanagement

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