bringing together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.
Globally diversified portfolios with a focus on value opportunities in the market. Our in house team of analysts, portfolio managers, and traders oversee our clients investments.
Prepared by our in house team of experts that file returns, generate tax projections, and evalute tax implications specific to situations.
Crafted with our in house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.
Coordinate all aspects of our clients financial picture into their estate plans. "If it is not integrated, it is fragmented."
B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.
Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.
Tim Courtney, CIO of Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to examine stocks that are less vulnerable during an economic downturn.
We’re happy to share with you our Fall Investment Team video generated for our valued clients.
This article discuss recent estate tax regulation changes up to the year 2025.
After about a year and a half of fairly steady gains in the stock market, the script has changed in 2018.
With October coming to an end, we thought it would be a good time to address the aptly named “Halloween Indicator.”
Even with the market’s abrupt dip last week, the U.S. has outperformed international markets by about 6 percent per year over the last 10 years, making it look like a much safer and more lucrative bet.
Market participants are often trying to gauge where the economy is in the market cycle. Are we in the growth phase? Nearing the peak? Slowing toward a recession?
As we move into the fourth quarter of 2018, we look back on an interesting – and sometimes odd – year.
Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” This means we can provide the best advice only when we have fully engaged clients who are willing to freely share information and exchange ideas. This philosophy is at the heart of our E3 process.
When the Tax Cuts and Jobs Act (TJCA) was passed into law late last year, a notable provision was introduced for small businesses. Certain taxpayers can now potentially receive a significant tax deduction on qualified business income (QBI).
Please tell us about your current financial picture.