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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.

08/06/2026

Higher volatility does not always mean higher portfolio risk.

Small cap stocks have historically been more volatile than large cap stocks. From January 1999 through June 2026, the annualized standard deviation of a global small cap index was 17.93%, compared with 15.30% for global large caps.

However, investors do not own asset classes in isolation. Small caps behave differently from large caps, which can provide valuable diversification when combined in a portfolio.

The result? Portfolios that included both large and small cap stocks experienced volatility levels similar to large caps alone, while returns increased as the allocation to small caps grew.

This is a key lesson from Modern Portfolio Theory: risk should be evaluated across the entire portfolio, not one investment at a time.

Return and volatility statistics are useful, but they never tell the full story on their own.

07/23/2026

The World Cup may be over, but one of the biggest upsets of the year happened in the global markets.

After a strong second quarter, Taiwan and South Korea have climbed into the world's 10 largest stock markets, surging 104% and 181% over the past year, respectively. Taiwan has overtaken the UK to become the third-largest stock market, while South Korea has risen to sixth.

Much of this momentum has been fueled by semiconductor giants like TSMC, Samsung, and SK Hynix, reinforcing an important investing lesson: opportunities can emerge from anywhere.

Just like in the World Cup, today's underdog can become tomorrow's champion. A diversified portfolio helps investors participate in unexpected winners wherever and whenever they appear, while concentrating investments in a handful of familiar names can mean missing the next breakout.

Stay diversified. Stay invested. And be ready for the next surprise.

07/09/2026

Growth stocks have received much of the spotlight in recent years, but history tells a broader story.

Since 1927, value stocks have outperformed growth stocks in the U.S. by an average of 4.0% annually. While there have been periods when growth has led the market, value premiums have often appeared quickly and in significant amounts.

The chart below serves as a reminder that market leadership changes over time. Staying diversified and maintaining a long-term perspective can help investors avoid chasing yesterday's winners.

07/04/2026

Happy 4th of July from Burkholder Wealth Management!

06/25/2026

Investors often become most interested in the areas of the market that have performed well recently.

Following the "lost decade" for U.S. stocks in the 2000s, international investing was a popular topic. Then, after a decade of strong U.S. market performance from 2011–2020, interest in international stocks faded for many investors.

But recent results offer an interesting reminder.

Over the past five years, non-U.S. developed market value stocks quietly led among major equity asset classes, outperforming what many investors may have expected.

The challenge is that market leadership is difficult to predict. The investments that performed best in the past aren't always the ones that will lead in the future.

That's one reason diversification remains such an important part of a long-term investment strategy. Rather than trying to predict which market will outperform next, investors can benefit from maintaining exposure to a broad range of opportunities around the world.

06/19/2026

Happy Juneteenth from Burkholder Wealth Management!

06/11/2026

Index funds have become one of the most popular investment vehicles thanks to their low costs, transparency, and broad market exposure. But there may be costs that investors don't immediately see.

This week's video, "The Real Cost of Stock Index Rebalancing" explores the impact of index rebalancing—the process of adding and removing stocks from an index. Because these changes are predictable, large volumes of trading can occur at specific times, potentially creating hidden costs that aren't reflected in a fund's expense ratio.

The discussion also highlights how index construction methods can sometimes lead to style drift and other inefficiencies that may affect how accurately a portfolio captures its intended market exposure.

Watch the full video through the link in our bio or visit:
https://conta.cc/4dXy24g

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.

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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