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
11-01-2017 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.  
10-08-2017 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 CNBC.com 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.  
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.  
08-11-2017 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.  
08-06-2017 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.  
07-30-2017 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.