The expertise our clients value is something media outlets desire as well.

As a result, senior Exencial employees are frequently interviewed by journalists – including national broadcasts and articles.

A coffe cup and eyeglasses on s stack of papers

Exencial is proud to announce the publications of our well trusted advisors. To read the most recent articles published, please click the icons below.

Featured Publications

Date Advisor Office Publication Description
01-19-2018 Tim Courtney Oklahoma City CNBC
Reporter Bryan Borzykowski included Tim's thoughts in his article regarding global trends that could affect the markets this year. Tim specifically referenced North Korea tensions as a potentially market-moving factor in 2018.  
11-22-2017 Tim Courtney Oklahoma City Kiplinger
Tim was quoted in a recent Kiplinger article discussing the current market environment and whether valuations are signalling a bubble.  
11-09-2017 Tim Courtney Oklahoma City TheStreet
Keris Lahiff of TheStreet included Tim's thoughts in her recent article discussing market activity since the 2016 presidential election.  
10-30-2017 Jared Snider Oklahoma City Kiplinger
Editor Elizabeth Leary of Kiplinger's Personal Finance published an article for the November edition of the magazine featuring Jared's insight about investing tips for different stages of life.  
10-24-2017 Monica Sipes Frisco CNNMoney
Monica Sipes was recently quoted in a CNNMoney article about money mistakes commonly made by new parents.  
10-19-2017 Tim Courtney Oklahoma City U.S. News & World Report
Tim was recently featured in reporter Debbie Carlson's U.S. News and World Report article discussing the weakening U.S. dollar and how it could impact stocks.  
10-08-2017 Tim Courtney Oklahoma City Wall Street Journal
Tim's thoughts were included in reporter Michael Pollock's Wall Street Journal article about new target-date fund offerings.  
10-01-2017 Jean Wilczynski Old Lyme The Day
News of Jean's CFP® certification and information on Exencial's CFP® presence was recently included in a business round-up in The Day.  
09-28-2017 Neil Krishnaswamy Frisco U.S. News & World Report
Reporter Maryalene LaPonsie included Neil's comments in the her U.S. News and World Report article that published this morning about 12 ways you're sabotaging your chances of being wealthy.  
09-25-2017 Tim Courtney Oklahoma City CNBC
Ryan Derousseau of included Tim's comments discussing index investing and the importance of diversification in his recent article.  
09-07-2017 Tim Courtney Oklahoma City Financial Planning
Miriam Rozen of Financial Planning included Tim's comments discussing how to counter client resistance when it comes to portfolio rebalancing.  
08-14-2017 Tim Courtney Oklahoma City TheStreet
Tim was featured in reporter Tanzeel Akhtar's article in TheStreet discussing Bitcoin and why investors should be skeptical of including digital- and cryptocurrencies in their portfolios.