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
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.  
08-14-2017 Tim Courtney Oklahoma City Wall Street Journal
Sarah Chaney of The Wall Street Journal included Tim's comments in her article regarding the latest Consumer Price Index (CPI) report.  
08-14-2017 Tim Courtney Oklahoma City Fox Business
Tim appeared on Fox Business' Countdown to the Closing Bell Friday discussing where investors can look to for defensive plays and long-term returns amid potential market volatility.  
08-07-2017 Tim Courtney Oklahoma City Wall Street Journal
Tim was recently featured in reporter Simon Constable's article in The Wall Street Journal discussing investing in emerging-markets funds.  
07-31-2017 Taylor Rigler Frisco Frisco Enterprise
Taylor Rigler was featured in the Frisco Enterprise back in June discussing financial tips for recent high school graduates as they enter college.  
07-28-2017 Tim Courtney Oklahoma City CNBC
Tim's thoughts on the market were included in reporter Fred Imbert's article on Friday. This article also ran on Yahoo! Finance and MSN Money.  
07-19-2017 Neil Krishnaswamy Frisco MarketWatch
Neil was featured in editor Quentin Fottrell's recent MarketWatch "Moneyologist" column, discussing whether long-term care is deductible for an elderly relative suffering from dementia.  
07-07-2017 Tim Courtney Oklahoma City Money Tree Investing Podcast
Tim recently appeared as a guest on the Money Tree Investing Podcast discussing the 225th anniversary of the NYSE and how markets and investing have changed over the years.  
06-21-2017 Tim Courtney Oklahoma City Bloomberg
Tim was interviewed by Bloomberg Radio this morning discussing recent market activity, European equities versus U.S. equities, and where investors can find growth.  
06-08-2017 Jared Snider Oklahoma City U.S. News & World Report
Reporter Maryalene LaPonsie quoted Jared in her U.S. News & World Report article on how retirees can budget as they transition from receiving biweekly paychecks to monthly income.  
06-07-2017 Neil Krishnaswamy Frisco MarketWatch
Neil was featured in a MarketWatch article discussing how to manage your finances when your kids go to college.