Burkholder Wealth Management

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

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

Happy Juneteenth from Burkholder Wealth Management!
06/19/2026

Happy Juneteenth from Burkholder Wealth Management!

Index funds have become one of the most popular investment vehicles thanks to their low costs, transparency, and broad m...
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

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

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...
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.

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

Markets can shift quickly and this is a great reminder why discipline matters.From March 2020 through September 2020, la...
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.

We’ve seen more ups than downs in the market.Looking at 100 years of stock market returns tells a powerful story:• Stock...
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.

What happens if you try to time the market?Here is a real example using the Russell 3000:Start with $1,000 in 2001Stay i...
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.

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

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