Category: Investments

Author: Tim Courtney

Weekly Commentary: Exencial’s Mid-year Teleconference - Save the Date

Date: 07/16/18

July 2018

Weekly Commentary July 13, 2018

Save the Date: Exencial’s Mid-year Teleconference
By Tim Courtney, Chief Investment Officer

   

 

The stock market has been active in 2018, but for the most part, has ended up about where it started the year. It opened strong following sweeping tax reform changes1, only to experience a sharp pullback and 10 percent correction in February2. Though consumer confidence numbers3 and corporate earnings growth4 continue to look positive, the return of volatility5 and mounting global trade tensions6 have some investors concerned. Many are asking if the market is taking a breather or fearing that the market may be headed lower.


To address your questions and concerns, we will be hosting our semiannual client teleconference on Tuesday, July 31 at 12:30 p.m. CST.


During the first 30 minutes of the call, our investment team will offer our market outlook for the remainder of the year, as well as discuss specific sectors and companies we’re keeping a close eye on. Afterward, the team will address questions submitted both before and during the teleconference.


To register for the teleconference, please click here.


If there is anything in particular you’d like us to address during the call, please send us your questions ahead of time to tcourtney@exencialwealth.com.


We hope you can join us!


Sources:

1 CNBC – The stock market is off to its best start in 31 years and that bodes well for the rest of 2018
2 CNBC – Watch for another selling wave in the stock market as investors are forced out of their low volatility bets
3 MarketWatch – Consumer confidence is close to 18-year high
4 TheStreet – Earnings season could bring the strongest corporate profit growth since 2010
5 CNNMoney – Stop the market! I want to get off! Volatility is back
6 CNNMoney – The making of a global trade war

 

 

PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RETURNS.

 Information and opinions provided herein reflect the views of the author as of the publication date of this informational piece. Such views and opinions are subject to change at any point and without notice. Some of the information provided herein was obtained from third-party sources believed to be reliable but such information is not guaranteed to be accurate. In addition, the links provided within are for convenience only and the provision of the links does not imply any sponsorship, endorsement, or approval of any of the content. We do not guarantee the content or its accuracy and completeness.

 

The content is being provided for informational purposes only, and nothing within is, or is intended to constitute, investment, tax, or legal advice or a recommendation to buy or sell any types of securities or investments. The author has not taken into account the investment objectives, financial situation, or particular needs of any individual investor. Any forward-looking statements or forecasts are based on assumptions only, and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. Any assumptions and projections displayed are estimates, hypothetical in nature, and meant to serve solely as a guideline. No investment decision should be made based solely on any information provided herein and the author is not responsible for the consequences of any decisions or actions taken as a result of information being provided herein.

 

There is a risk of loss from an investment in securities, including the risk of total loss of principal, which an investor will need to be prepared to bear. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance.

 

Exencial Wealth Advisors, LLC (“EWA”) is an investment adviser registered with the Securities & Exchange Commission (SEC). However, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. EWA may only transact business in those states in which it is registered, notice filed, or qualifies for an exemption or exclusion from registration or notice filing requirements.

 

Complete information about our services and fees is contained in our Form ADV Part 2A (Disclosure Brochure), a copy of which can be obtained at www.adviserinfo.sec.gov or by calling us at 405-478-1971.

 


About the author

4054781971

tcourtney@exencialwealth.com

Oklahoma City, Ok

Chief Investment Officer

Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs the investment committee. He attained the Certified Investment Management Analyst (CIMA) designation in 2005 a... CLICK HERE TO READ MORE