“Past performance is not an indicator of future results.” It’s become a cliché, but there’s a reason for stating it beyond compliance concerns.
Just as you can’t expect to sit on the sidelines and win the race, you can’t simply reduce the risk in your asset portfolio and expect to make generous returns. There is no free lunch to investing.
Join us for Exencial's semiannual Client teleconference on Tuesday, July 31st at 12:30 P.M. CST.
Investors have enjoyed nearly a decade-long bull market. Tim Courtney, Chief Investment Officer discusses timing of the next recession.
David Yepez, Investment Analyst/Portfolio Manager discusses how energy stocks may be the hidden gems of today's market.
Exencial Wealth Advisors CIO Tim Courtney discusses whether investors should be concerned about the U.S. yield curve.
The jobs reports released in the last couple months shows some astonishing number. See Tim Courtney's comments in this weeks Weekly Commentary
Tim Courtney's comments were included in reporter Michael Foster's recent Kiplinger slideshow regarding long-term funds that can beat the S&P 500
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 was recently featured in an article on Nerd Wallet by Anna-Louise Jackson about the recent market volatility.
Bear or Bull? Tim Courtney discusses the current market and what we should expect throughout 2018 with regard to volatility.
Derek Northup covers a couple of items that you should be paying attention to ahead of next years tax season.