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 archived articles, please click the icons below.

Archived TV And Publications

2017

Date Advisor Office Publication Description
03-21-2017 Neil Krishnaswamy Frisco U.S. News and World Report
Neil was recently quoted in reporter Kira Brecht’s U.S. News & World Report article discussing tips to spring clean your finances.  
03-17-2017 David Yepez Oklahoma City MarketWatch
David’s thoughts on the oil sector were included in a recent MarketWatch article that was also picked up and ran by Morningstar.  
03-07-2017 David Yepez Oklahoma City Yahoo Finance
The U.S. News and World Report article featuring commentary from David Yepez was picked up and ran in Yahoo Finance.  
03-06-2017 David Yepez Oklahoma City U.S. News and World Report
Jeff Brown quoted David Yepez throughout his U.S. News & World Report article regarding energy stock investing.  
03-03-2017 Neil Krishnaswamy Frisco U.S. News and World Report
Neil’s thoughts were recently included in a U.S. News and World Report article regarding when to take social security benefits.  
03-01-2017 Tim Courtney Oklahoma City Fox Business
Tim appeared live on Fox Business yesterday, discussing whether investors should enter the market as the Dow surpassed 21,000 for the first time.  
02-21-2017 Neil Krishnaswamy Frisco USA Today
Neil’s insight was recently featured in a USA Today article regarding tax breaks for homeowners.  
02-15-2017 David Yepez Oklahoma City The Street
David Yepez was recently featured in a Q&A in TheStreet regarding his thoughts on oil and gas stocks that may benefit under Trump’s administration.  
02-13-2017 Tim Courtney Oklahoma City Fox Business
Tim appeared live on Fox Business earlier today discussing the market’s reaction to potential tax reform from the new administration.  
02-10-2017 David Yepez Oklahoma City Investor's Business Daily
David Yepez contributed thoughts on investing in Texas Roadhouse to a recent Investor’s Business Daily article regarding Valentine’s Day stocks.  
02-10-2017 Tim Courtney Oklahoma City U.S. News and World Report
Tim was recently featured in a U.S. News and World Report article discussing tips for diversifying your portfolio.  
02-09-2017 Jean Wilczynski Old Lyme U.S. News and World Report
Maryalene LaPonsie included Jean Wilczynski's advice in her recent article discussing "how to save $2,000 by summer." Jean provides tips on how individuals can increase their take-home income.  
02-07-2017 Michelle Scarver San Antonio U.S. News and World Report
Michelle Scarver’s insight about why investors should set emotions aside when making decisions was included in a recent article in U.S. News & World Report.  
01-13-2017 Tim Courtney Oklahoma City NPR Marketplace
Tim spoke to NPR Marketplace reporter Marielle Segarra about bank stocks in light of rising rates, and she used his insight in her story.  
01-03-2017 Neil Krishnaswamy Frisco U.S. News and World Report
U.S. News and World Report article featuring Neil’s thoughts on steps people in different stages of life can take in 2017 to improve their finances.  
Neil Krishnaswamy Frisco U.S. News & World Report
Neil was recently featured in a U.S. News and World Report article authored by reporter Kira Brecht regarding how to safely spend your nest egg. In the article, Neil discusses tips such as spending less during market downturns and being flexible with asset allocation.  

2016

Date Advisor Office Publication Description
12-29-2016 Tim Courtney Oklahoma City Fox Business
Tim appeared on Fox Business, discussing his market outlook for 2017.  
12-29-2016 Tim Courtney Oklahoma City U.S. News & World Report
Tim was quoted by reporter Lou Carlozo in a U.S. News & World Report article concerning mistakes investors made in 2016. Tim says one of the biggest investor mistakes of the year was chasing yield in utilities, consumer staples, REITs and other high-yield sectors.  
12-27-2016 Jean Wilczynski Old Lyme U.S. News & World Report
Kira Brecht used Jean Wilczynski’s insight in her recent U.S. News & World Report article on why money is a difficult conversation topic.  
12-12-2016 Jared Snider Oklahoma City Kiplinger
Jared’s most recent column for Kiplinger has been published regarding how to manage risk when investing for income.  
12-12-2016 Tim Courtney Oklahoma City Wall Street Journal Podcasts
Tim was recently interviewed by WSJ Podcasts reporter Jennifer Strong about his expectations for economic growth and market performance moving forward.  
12-09-2016 Jean Wilczynski Old Lyme U.S. News & World Report
Jean’s thoughts on how to avoid debt during the holiday season were included in a recent U.S. News and World Report article.  
12-08-2016 David Yepez Oklahoma City TheStreet
David Yepez was recently featured in an article published by TheStreet regarding stocks that can provide value to investors this holiday season.  
12-01-2016 David Yepez Oklahoma City MarketWatch
David Yepez was quoted in a MarketWatch article published today about reactions to the OPEC deal resulting from yesterday’s meeting.  
11-15-2016 Tim Courtney Oklahoma City Wall Street Journal
Tim was recently quoted by The Wall Street Journal in a daily markets article written by Riva Gold and Akane Otani.  
11-14-2016 Jared Snider Oklahoma City Business Insider
Jared was recently featured in a Business Insider article discussing smart money strategies to make in your 30's.  
11-10-2016 Monica Sipes Frisco TheStreet
Monica Sipes spoke to Mariana Congo of TheStreet about investment advice specifically aimed at women.  
11-10-2016 Tim Courtney Oklahoma City MarketWatch
Tim’s insight was recently included in MarketWatch. The article discussed the impact Trump’s victory may have on OPEC’s plans to curb crude production.  
11-07-2016 Tim Courtney Oklahoma City Bloomberg
Tim was recently quoted in Bloomberg discussing the market volatility expected to occur as a result of this week’s election.  
10-26-2016 Neil Krishnaswamy Frisco MarketWatch
Neil's bylined article on reverse mortgages also ran on MarketWatch.  
10-18-2016 Tim Courtney Oklahoma City U.S. News & World Report
Tim was included in an article published this morning by US News & World Report. He’s quoted as discussing his short-term market outlook and the areas he thinks are a sound investment in current market conditions.  
10-17-2016 Neil Krishnaswamy Frisco Investment News
Neil’s thoughts on financial advice for Asian-Americans were included in this recent article on Investment News.  
10-17-2016 John Burns Oklahoma City Fox Business
Tim recently appeared on Fox Business discussing overlooked stocks worth considering in this market environment.  
10-15-2016 David Yepez Oklahoma City TheStreet
David Yepez was recently featured in an article with TheStreet wherein he dicussed his thoughts regarding investment themes and strategies for 2017 and beyond.  
10-14-2016 David Yepez Oklahoma City TheStreet
David Yepez was featured in an article on TheStreet wherein he discussed where to invest amid OPEC's proposal to cut oil production.  
10-14-2016 David Yepez Oklahoma City CNBC
David Yepez was recently interviewed by CNBC regarding U.S. earnings season and bank valuations.  
10-12-2016 Neil Krishnaswamy Dallas Forbes
Neil authored an article for PBS-sponsored news site NextAvenue about reverse mortgages that was also published on Forbes.  
10-07-2016 Tim Courtney Oklahoma City THe Associated Press
reporter Bernard Condon of The Associated Press included Tim’s insight this week in a financial markets story.  
10-04-2016 Jared Snider Oklahoma City Kiplinger
Jared Snider is now a contributor to Kiplinger, and the outlet has just published his first column.  
09-23-2016 Tim Courtney Oklahoma City Wall Street Journal Radio
WSJ Radio recently had Tim on as a guest discussing recent market activity in light of last week’s Fed meeting. In the interview, Tim analyzes bond market activity, commodities, manufacturing levels and future economic events he is keeping an eye on.  
09-22-2016 Rich Erwin Frisco TheStreet
TheStreet published and article that Rich wrote.  
09-21-2016 Neil Krishnaswamy Oklahoma City Investor's Business Daily
Neil was quoted by reporter Paul Katzeff in his recent Investor’s Business Daily article regarding retirement planning blunders Americans make.  
09-18-2016 Monica Sipes Frisco CNBC
Monica was quoted by CNBC.com reporter Tom Anderson in his recent article regarding employee stock plans.  
09-15-2016 David Yepez Oklahoma City Kiplinger
Kiplinger reporter Daren Fonda included David’s thoughts in his recent article regarding good buy-and-hold stocks for the next 10 years.  
09-15-2016 Tim Courtney Oklahoma City Self Publication
In the latest installment of our video series, David, Investment Analyst at Exencial, and Tim, Chief Investment Officer at Exencial, evaluate a Brexit’s impact on the U.S. equity market and global economy. They also discuss recent changes made to the list of stocks in the SELECT strategy as well as the reasoning behind these additions and deletions.  
09-07-2016 Tim Courtney Oklahoma City Reuters
Reporter Yashaswini Swamynathan of Reuters included Tim’s insight in her recent story about the possibility of a September rate hike.  
08-30-2016 Rich Erwin Frisco TheStreet
Rich’s most recent contributed article to TheStreet has been published.  
08-17-2016 Tim Courtney Oklahoma City Grow Magazine
We're in the Second Longest Bull Market in History. Can it Last?  
08-15-2016 Rich Erwin Dallas TheStreet
TheStreet has published Rich’s second bylined article. This one is about PNC.  
08-15-2016 David Yepez Oklahoma City U.S. News & World Report
David Yepez’s thoughts regarding his outlook on the energy sector were used in Lou Carlozo’s recent U.S. News & World Report article.  
08-12-2016 Tim Courtney Oklahoma City MoneyShow.com
Tim was recently featured in an interview with MoneyShow reporter Steven Halpern regarding an alternative approach to private equity investing.  
08-11-2016 Neil Krishnaswamy Frisco NextAvenue
Neil’s insight was included in a recently published Next Avenue article about where to find retirement income that is protected from inflation.  
07-29-2016 John Burns Oklahoma City Financial Planning
Michelle Zhou included John’s thoughts regarding best practices for a long-term succession plan in her recent Financial Planning Magazine article  
07-28-2016 Tim Courtney Oklahoma City Kiplingers
Reporter Elizabeth Leary included Tim’s thoughts regarding the benefits of index funds in her recent article for Kiplinger’s Retirement Report.  
07-01-2016 John Burns Oklahoma City Financial Advisor Magazine
Financial Advisor Magazine’s 2016 RIA survey and ranking has been published, and Exencial was included.  
07-01-2016 Jared Snider Oklahoma City CNBC.com
CNBC.com reporter Jessica Dickler included Jared’s insight into how people can become financially independent, in light of July 4.  
06-30-2016 Monica Sipes Dallas MarketWatch
Reporter Quentin Fottrell included Monica’s thoughts about financial mistakes that can be undone in the aftermath of the Brexit decision in his recent MarketWatch article.  
06-24-2016 Neil Krishnaswamy Frisco U.S. News and World Report
A U.S. News and World Report article quotes Neil throughout regarding his thoughts on smart 401(k) strategies.  
06-23-2016 Tim Courtney Oklahoma City Brexit: The Scary Reason You Might Be Jobless This Year
Susie Poppick of Mic.com included Tim’s thoughts about the Brexit’s potential impact on global growth in her recent article.  
06-13-2016 Jared Snider Oklahoma City U.S. News and World Report
Maryalene LaPonsie of U.S. News & World Report included Jared’s insight in her recent story about saving on child care. Jared shared his thoughts on tax credits, flex schedules and workplace benefits.  
06-03-2016 Tim Courtney Oklahoma City Fox Business
Tim was featured in a Fox Business article analyzing what economic indicators are showing about the likelihood of a Fed rate hike in light of the recent jobs report released this morning.  
06-02-2016 John Burns Oklahoma City San Antonio Business Journal
The San Antonio Business Journal mentioned Exencial’s acquisition of Netting & Pace in a recent article about the changing landscape of the local accounting industry.  
05-27-2016 Tim Courtney Oklahoma City Bloomberg
This version includes Tim’s thoughts regarding whether the economy is heading toward a recession, and how the markets are responding.  
05-26-2016 Neil Krishnaswamy Frisco Wall Street Journal
Neil was interviewed by Veronica Dagher of The Wall Street Journal for her podcast Watching Your Wealth. He discussed with her how to decide whether to take a lump sum or a pension.  
05-26-2016 Tim Courtney Oklahoma City Bloomberg
Tim was quoted in a recent Bloomberg article talking about what the markets are hoping to hear from Yellen’s speech later this afternoon.  
05-26-2016 Jared Snider Oklahoma City CNN Money
Jared Snider was quoted in a recent CNNMoney article about when parents should begin saving for their children’s college education.  
05-24-2016 Tim Courtney Oklahoma City CNBC
Tim was on CNBC Street Signs this morning. Tim shared his insight on earnings season, the impact of a stronger dollar and the benefits of cheap oil.  
05-17-2016 Jared Snider Oklahoma City Investor's Business Daily
Jared discussed ways to save for retirement.  
05-17-2016 David Yepez Oklahoma City U.S. News
David Yepez’s insight was included in a recent story in US News & World Report about gas prices during the summer driving season.  
05-16-2016 Tim Courtney Oklahoma City The New York Times
Tim shared his thoughts on earning in light of oil prices. The article also ran in the LA Times and the Denver Post.  
05-13-2016 Tim Courtney Oklahoma City Investor's Business Daily
Tim’s insight was included in a recent story in Investor’s Business Daily. He discussed last week’s market activity and what to look for this coming week.  
05-12-2016 David Yepez Oklahoma City U.S. News & World Report
David was quoted throughout the article, providing valuable investment insight on CVS, Disney and Facebook.  
05-08-2016 Tim Courtney Oklahoma City Wall Street Journal
Tim’s thoughts were recently included by reporter Michael Pollock of The Wall Street Journal in his article regarding strategies to protect a portfolio’s value if inflation returns.  
04-28-2016 Tim Courtney Oklahoma City Fox Business
Tim’s thoughts regarding whether investors should follow the old adage of “sell in May and go away” were included by reporter Victoria Craig in her recent Fox Business article.  
04-26-2016 Jean Wilczynski Old Lyme Business Insider
Jean was quoted by Business Insider reporter Kathleen Elkins in her recent story regarding money lessons that are not taught in school, but should be.  
04-15-2016 John Burns Oklahoma City Mergers & Acquisitions
The news of the Exencial acquisition in San Antonio was picked up by Mergers & Acquisitions.  
04-13-2016 John Burns Oklahoma City Dallas Business Journal
John and Conrad’s interview with Korri Kezar at The Dallas Business Journal, detailing the acquisition news.  
04-13-2016 John Burns Oklahoma City Accounting Today
News of the acquisition was picked up and ran by Michael Cohn from Accounting Today.  
04-12-2016 John Burns Oklahoma City San Antonio Business Journal
Kristen Mosbrucker with the San Antonio Business Journal reported on the Exencial acquisition of Netting & Pace in San Antonio.  
04-04-2016 Jean Wilczynski Old Lyme U.S. News and World Report
Christine Giordano included Jean’s insight regarding smart ways to manage your tax refund in her recent U.S. News and World Report article.  
03-30-2016 Rich Erwin Dallas Exencial YouTube Channel
SELECT Strategy Fresh Ideas with Rich Erwin and David Yepez  
03-16-2016 Tim Courtney Oklahoma City CNBC
Tim appeared live on CNBC to discuss why recent economic indicators, such as inflation and wage numbers, do not suggest the Federal Reserve will raise rates in March.  
03-14-2016 Neil Krishnaswamy Frisco U.S. News and World Report
Kate Stalter of U.S. News and World Report included Neil’s insight in her recent article about when conventional, one-size-fits-all investing advice is not right for you.  
03-10-2016 Tim Courtney Oklahoma City New York Times
Tim’s insight about recent market activity was featured in a New York Times article.  
03-01-2016 Tim Courtney Oklahoma City U.S. News and World Report
Tim was quoted by reporter Kira Brecht in her recent article for U.S. News and World Report about ways to prepare for a bear market.  
02-29-2016 Jared Snider Oklahoma City U.S. News and World Report
Jared’s insight regarding out-of-the-box ways to save for retirement was included by reporter Christine Giordano in her recent U.S. News and World Report article  
02-28-2016 Jared Snider Oklahoma City GOBankingRates
Jared’s insight regarding smart ways to spend your tax refund was included by reporter Michael McDonald in his recent GOBankingRates article.  
02-26-2016 Neil Krishnaswamy Frisco U.S. News & World Report
Neil's insight on whether money can buy happiness was also included in U.S. News & World Report.  
02-24-2016 Neil Krishnaswamy Frisco The Ticker Tape
Reporter Kira Brecht recently ran Neil’s authored commentary on whether money can buy happiness on The Ticker Tape.  
02-23-2016 Tom McGuigan Old Lyme Money Magazine
Reporter Sarah Max of Money Magazine included Tom’s insight regarding ways people can tell how their investments are really doing in her recent Ask the Expert article.  
02-19-2016 Neil Krishnaswamy Frisco Money Magazine
Neil’s insight was included by reporter Sarah Max in her recent Money Magazine article regarding whether people should ever use cash to buy a home.  
02-06-2016 Monica Sipes Frisco CNBC
Monica’s insight on Valentine’s Day spending was included by reporter Jessica Dickler in her recent CNBC.com article.  
02-05-2016 David Yepez Oklahoma City Reuters
David’s insight on investment strategies for Coca-Cola and PepsiCo was included in a recent Reuters article.  
02-03-2016 Tim Courtney Oklahoma City CNBC
Tim Courtney appeared live on CNBC to discuss why Exencial does not participate in stop-loss investing and to share his market outlook  
02-01-2016 Rich Erwin Frisco Exencial Wealth Advisors
Rich and David, Senior Analyst and Investment Analyst, explain the current market environment and look forward into the coming months.  
01-23-2016 Tim Courtney Oklahoma City Forbes
Tim was recently featured in a Q&A that ran on Forbes regarding how to invest and how to advise clients amid market volatility.  
01-19-2016 David Yepez Oklahoma City The Wall Street Journal
David's insight on the energy sector was recently included in The Wall Street Journal in a story by reporter Biman Mukherji.  
01-12-2016 Tim Courtney Oklahoma City NextAvenue
Tim authored a bylined article for NextAvenure about why pre-retirees and retirees shouldn't panic about the recent volatility and should still have faith in the markets.  
01-12-2016 Tim Courtney Oklahoma City Fox Business
Tim’s insight was recently included in a FOX Business article about economic and market activity during President Obama’s tenure.  
01-11-2016 Tim Courtney Oklahoma City Wall Street Journal
Tim was recently featured in a Wall Street Journal podcast discussing market volatility as a result of the election, regulation on banks and the financial sector, and his expectations for a Fed rate hike.  
01-06-2016 Jean Wilczynski Old Lyme The Ticker Tape
Jean's insight about paying back student loans was included in The Ticker Tape, a news website and newsletter for investors produced by TD Ameritrade.  
01-04-2016 Rich Erwin Frisco
Rich and David, Senior Analyst and Investment Analyst, explain the current market environment and give insight into the thinking and rationale for recent SELECT strategy management.  

2015

Date Advisor Office Publication Description
12-31-2015 Neil Krishnaswamy Frisco Investor's Business Daily
Report Paul Katzeff of Investor's Business Daily included Neil's insight in a recent article about 401(k) New Year resolutions.  
12-29-2015 Tim Courtney Oklahoma City CNBC
Tim recently appeared on CNBC to discuss market activity, including sectors that are expected to outperform in 2016.  
12-29-2015 Tim Courtney Oklahoma City CNBC
Tim recently appeared on CNBC to discuss market activity, including sectors that are expected to outperform in 2016  
12-28-2015 Tim Courtney Oklahoma City Reuters
Tim’s insight was included in a recent Reuters article about market activity resulting from the steep drop in oil prices.  
12-28-2015 Neil Krishnaswamy Frisco Money
Neil’s insight was included in a recent Money article about methods people can use to boost their retirement savings.  
12-17-2015 Neil Krishnaswamy Frisco CNNMoney
CNNMoney reporter, Kathryn Vasel, included insight from Neil in her story about how to make and keep financial resolutions in the new year.  
12-14-2015 David Yepez Oklahoma City Forbes
David's insight was included in a recent Forbes article about where to invest your money in 2016. His commentary included thoughts on interest rates, the possibility of a bear market, and his stock pick of Polaris Industries.  
12-14-2015 Tim Courtney Oklahoma City Associated Press
Tim’s insight was included in a recent article about oil prices and commodities.  
12-10-2015 John Burns Oklahoma City Financial Planning
John's insight was included in a recent Financial Planning article about RIAs preparing for 2016.  
12-10-2015 John Burns Oklahoma City Financial Planning
John's insight was included in a recent Financial Planning article about RIAs preparing for 2016.  
12-10-2015 David Yepez Oklahoma City Nasdaq
David's insight was included in an article about the energy sector....original article can be found on the Wall Street Journal  
12-09-2015 John Burns Oklahoma City Financial Planning
John's insight was included in a recent Financial Planning article about cyber attacks picking up steam.  
12-08-2015 Jared Snider Oklahoma City Investor's Business Daily
Jared insights were included in an article on annuities  
11-30-2015 John Burns Oklahoma City Financial Planning
John’s insight was included in an article about smart ways to recruit second generation clients.  
11-25-2015 Tim Courtney Oklahoma City GoBankingRates
Tim’s insight was included in a recent article about most anticipated IPOs of 2016 and what they could mean for investors  
11-23-2015 Tim Courtney Oklahoma City GoBankingRates
Tim’s insight was included in an article about smart investing rules to follow during the holiday season.  
11-20-2015 Tim Courtney Oklahoma City Reuters
Tim’s insight about recent market activity was included in Reuters  
11-17-2015 David Yepez Oklahoma City U.S. Money
David was quoted throughout the article in reference to how gifting a stock can set children up for a lifetime of good investing habits, and specific stocks that make good gifts for children.  
11-13-2015 John Burns Oklahoma City Financial Planning
John’s insight about Exencial’s recruiting strategy.  
11-12-2015 Tim Courtney Oklahoma City CNN Money
CNNMoney reporter Matt Egan turned to Tim for his insight on the demand for gold.  
11-09-2015 Tim Courtney Oklahoma City Reuters
Tim’s insight in regards to big mutual fund bets in light of the Valeant meltdown.  
10-28-2015 Jean Wilczynski Old Lyme CNNMoney
Reporter Kathryn Vasel of CNNMoney included Jean's insight in an article that ran today. The article discusses how to save $1,000 by adjusting a monthly budget.  
10-23-2015 Tim Courtney Oklahoma City Reuters
Tim’s insight was included in a Reuters article about recent market activity by reporter Abhiram Nandakumar.  
10-06-2015 Jean Wilczynski Old Lyme U.S. News & World Report
Jean's insight was included in a recent U.S. News & World Report story about investing tips for people in their 30s and 40s.  
10-01-2015 Neil Krishnaswamy Frisco CNNMoney
CNNMoney turned to Neil for his insight on bad money habits and saving.  
09-30-2015 Tim Courtney Oklahoma City New York Times
The Associated Press included Tim's insight in their recent article about stock market activity.  
09-19-2015 Neil Krishnaswamy Frisco The Washington Post
Neil’s insight on saving for retirement later in life was featured in The Washington Post.  
09-16-2015 Neil Krishnaswamy Frisco CNBC
Neil’s comments on relocation and the hidden costs associated with retirement  
09-15-2015 Tim Courtney Oklahoma City Wall Street Journal
The Wall Street Journal turned to Tim for his insight on China  
09-11-2015 David Yepez Oklahoma City CNN Money
CNNMoney turned to David Yepez for his thoughts on Disney’s stock buybacks during recent market  
09-03-2015 Tim Courtney Oklahoma City CNBC
Tim appeared on CNBC to discuss the causes behind the recent market volatility.  
09-01-2015 Tim Courtney Oklahoma City Fox Business
Tim appeared on Fox Business this morning to discuss recent market volatility.  
08-06-2015 Jared Snider Oklahoma City CNN Money
Jared shared his insights for millennials looking to improve their financial health  
07-31-2015 David Yepez Oklahoma City Kiplinger
David Yepez's comments recently appeared in a Kiplinger's article.  
07-28-2015 Tim Courtney Oklahoma City Reuters
Tim's insight on the markets was included in Reuters today.  
07-09-2015 Neil Krishnaswamy Frisco US News &World Reports
Neil offered insight on Medicare enrollment and how to maximize coverage.  
06-10-2015 Neil Krishnaswamy Frisco The Street
The Street turned to Neil for his insight on retiring with debt.  
06-03-2015 Rich Erwin Frisco U.S. News & World Report
U.S. News & World Report featured insight from both Rich and David about investments that make a difference.  
06-02-2015 Tim Courtney Oklahoma City MarketWatch
MarketWatch turned to Tim today for his insight on the treasury market.  
05-27-2015 John Burns Oklahoma City CNBC
Jerry and John were featured in a recent story discussing how Exencial actively recruits advisors with nontraditional backgrounds.  
05-04-2015 Tim Courtney Oklahoma City USA Today
Tim gave his insight on the old trading adage “Sell in May and Go Away.  
04-28-2015 Jean Wilczynski Old Lyme US News &World Reports
Jean discusses the 5 mistakes that could mess up retirement.  
04-16-2015 Jean Wilczynski Old Lyme MarketWatch
Jean shared her expert insight with MarketWatch on the topic of financial considerations when making a mid-life career change.  
04-10-2015 Jean Wilczynski Old Lyme U.S. News & World Report
U.S. New & World Report turned to Jean for input on how Boomers can successfully transition into a second career.  
04-07-2015 Jean Wilczynski Old Lyme CNBC
Jean’s insight was featured in an article on millennials’ savings habits.  
03-27-2015 Jared Snider Oklahoma City Main Street
Jared gave his thoughts on the impact of 401(k) fees  
03-24-2015 John Burns Oklahoma City CNBC
Tim’s insight was included in a CNBC.com article today. He offered thoughts on current market movements.  
03-22-2015 Tim Courtney Oklahoma City Investment News
Tim Courtney’s insight was included in a recent InvestmentNews story about bond funds.  
03-19-2015 Tim Courtney Oklahoma City Bloomberg Business
Tim’s insight was included in a recent article in Bloomberg discussing the equity markets.  
03-13-2015 Tim Courtney Oklahoma City Fox Business
Tim Courtney appeared on Fox Business yesterday to discuss his market outlook and where he’s finding value for clients.  
03-06-2015 Neil Krishnaswamy Frisco US News &World Reports
Neil’s insight was included in a recent article about maximizing Social Security using spousal benefits.  
03-04-2015 Neil Krishnaswamy Frisco Market Watch
MarketWatch reporter Quentin Fottrell turned to Neil for insight on financial errors made by the different generations.  
02-24-2015 Jean Wilczynski Old Lyme Fox Business
Jean Wilczynski’s insight was included in a recent article about the most common investing mistakes and how to avoid them.  
02-11-2015 Tim Courtney Oklahoma City Fox Business
Tim appeared on Fox Business yesterday to discuss his market and economic outlook on the recent volatility in the oil market.  
02-08-2015 Tim Courtney Oklahoma City Wall Street Journal
Tim's insights appeared in an article that talks about some financial scenario's where the hands on way might make more sense  
01-30-2015 Jared Snider Oklahoma City DailyFinance
Jared’s insight was included in a DailyFinance article about how to evaluate a 401(k) plan and its fees.  
01-21-2015 Neil Krishnaswamy Frisco NextAvenue
We wanted to let you know that Neil’s insight was included in a NextAvenue article about how the president’s State of the Union proposals will impact Boomers.  
01-02-2015 Tim Courtney Oklahoma City USA Today
Tim's insight was included in a USA Today story about the 4 percent withdrawal rate.  
01-02-2015 Tim Courtney Oklahoma City CNBC
Tim's insights were included in an article about how life changes have a big impact on your financial future.  

2014

Date Advisor Office Publication Description
11-26-2014 John Burns Oklahoma City LifeHealthPRO
6 Steps to becoming a billion-dollar RIA firm  
11-09-2014 John Burns Oklahoma City RIA Biz
A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs  
11-06-2014 Tim Courtney Oklahoma City Wall Street Journal Radio
Tim was interviewed by The Wall Street Journal Radio and discussed his investment outlook and recent market activity.  
11-05-2014 Tim Courtney Oklahoma City Reuters
Retirement Withdrawal Strategies That Can Pay Off Big  
11-05-2014 Tim Courtney Oklahoma City Money Magazine
Retirement Withdrawal Strategies That Can Pay Off Big  
10-21-2014 Tim Courtney Oklahoma City Fox Business
Tim appeared on Fox Business yesterday to share his outlook on the markets, and in particularly, international value.  
10-10-2014 Tom McGuigan Old Lyme theday.com
Sometimes it doesn't pay to follow the financial crowd  
10-08-2014 Tim Courtney Oklahoma City Wall Street Journal Radio
Tim was interviewed by The Wall Street Journal Radio.  
10-01-2014 Tim Courtney Oklahoma City Bloomberg
U.S. Stocks Decline on Ukraine Tensions, Europe Economy  
09-17-2014 Jerry P. Georgopoulos Frisco Wall Street Journal
Carving Out a Niche Serving Executives  
09-14-2014 John Burns Oklahoma City The Oklahoman
Executive Q&A: Oklahoma financial planner loves helping families create wealth  
09-11-2014 Tim Courtney Oklahoma City Reuters
US STOCKS-Wall St dips in early trade on weak jobless claims data  
08-27-2014 Tim Courtney Oklahoma City Wall Street Journal Radio
Tim was interviewed by The Wall Street Journal Radio. During the segment, he offered his thoughts on the markets and where he sees opportunity for investors.  
08-10-2014 Tom McGuigan Old Lyme USA Today
Dear parents: Teach your kids about money  
08-07-2014 Jared Snider Oklahoma City Market Watch
How to determine when to retire  
08-05-2014 Tom McGuigan Old Lyme Wall St. Cheat Sheet
Dear Parents: You Need to Teach Your Kids About Money  
08-01-2014 Tim Courtney Oklahoma City CNBC
Earlier today Tim was a guest on CNBC to offer his thoughts on the market and provide some investment ideas  
07-15-2014 John Burns Oklahoma City U.S News
John discussed sudden wealth for heirs.  
06-26-2014 John Burns Oklahoma City Financial Times
Exencial is listed on page 12 under firms form Oklahoma  
06-26-2014 Tim Courtney Oklahoma City Kiplinger Magazine
Tim’s insight is featured in this month’s Kiplinger Magazine about funds to own in retirement as well as proper asset allocation.  
06-24-2014 Tom McGuigan Old Lyme Foxbusiness.com
Tom spoke with Allison Ross about emergency savings.  
06-23-2014 Tom McGuigan Old Lyme Bankrate.com
Tom spoke with Allison Ross about emergency savings.  
06-19-2014 Tim Courtney Oklahoma City Fox Business
Exencial Chief Investment Officer Tim Courtney was recently a featured guest on Fox Business to discuss the fundamentals of the stock market and global investment opportunities.  
05-22-2014 Tim Courtney Oklahoma City U.S. News
Tim comments on small cap stocks and their role in a client portfolio.  
05-13-2014 Tim Courtney Oklahoma City Fox Business
Exencial Chief Investment Officer Tim Courtney was recently a featured guest on Fox Business.  
04-22-2014 Tim Courtney Oklahoma City CNBC
Tim comments on why 1M may not be enough to retire on  
04-22-2014 Tim Courtney Oklahoma City USA Today
Tim comments on how 1 million dollars today may not go as far as 1 million dollars did 20 to 30 years ago.  
04-10-2014 Tom McGuigan Old Lyme theday.com
Planning ahead makes for more comfortable retirement  
04-09-2014 Jean Wilczynski Old Lyme Hartford Business
Exencial hires former client  
04-04-2014 Tim Courtney Oklahoma City CNBC
Exencial Chief Investment Officer Tim Courtney returned to CNBC to provide thoughts on the valuation of the stock market and expectations for the future.  
03-04-2014 John Burns Oklahoma City Wall Street Journal
Using technology to support practice growth and efficiency  
03-03-2014 Tim Courtney Oklahoma City The Wall Street Journal
Actively Managed or Index Funds? Why Not Both?  
03-01-2014 John Burns Oklahoma City Financial Planning Magazine
How Advisors Get Paid Now  
02-21-2014 Tim Courtney Oklahoma City MoneyLife
The Big Interview  
01-29-2014 Tim Courtney Oklahoma City Employee Benefit News
Obama addresses HR issues, calls for higher wages  
01-05-2014 Tom McGuigan Old Lyme The Wall Street Journal
Young Boomer, Get to Saving  

2013

Date Advisor Office Publication Description
12-09-2013 Tim Courtney Oklahoma City Reuters
Analysis: Bond funds end bad year with another headache: tax-loss selling  
11-12-2013 Rusty Ross Dallas MarketWatch
Retirees, don't forget your IRA distribution  
11-01-2013 Tim Courtney Oklahoma City CNBC
Tim Courtney was recently interviewed by CNBC Nightly Business Report.  
10-06-2013 Tim Courtney Oklahoma City The Wall Street Journal
Legg Mason Opportunity Is a Winner Again - But for How Long?  
09-24-2013 Tim Courtney Oklahoma City CNBC
Tim Courtney, chief investment officer of Exencial Wealth Advisors, returned as a guest to CNBC’s Closing Bell this Tuesday.  
08-27-2013 Tom McGuigan Old Lyme USA Today
Help! I'm ready to retire but I still need a job  
07-18-2013 John Burns Oklahoma City Financial Advisor Magazine
2013 Top RIA Ranking  
07-11-2013 Tim Courtney Oklahoma City FOX Business
4% Retirement Rule is it Still Applicable?  
07-03-2013 Tim Courtney Oklahoma City Reuters
Stock market strategies for a volatile summer  
07-03-2013 Tim Courtney Oklahoma City CNBC
Earlier today Tim appeared on CNBC to discuss the opportunities that short term concerns create.  
05-29-2013 Tom McGuigan Old Lyme Financial Planning
How to Explain Your Value to Prospects  
05-28-2013 Tim Courtney Oklahoma City Associated Press
Stocks Jump After Confidence, House Prices Surge  
04-06-2013 Tim Courtney Oklahoma City Barron's
Earning Their Keep  
04-03-2013 Tom McGuigan Old Lyme PBS Next Avenue
Now's the Time to Invest in International Funds  
03-09-2013 Tim Courtney Oklahoma City Barron's
How to Spread Your Bets Around the World  
03-08-2013 Tom McGuigan Old Lyme theday.com
Dow scores hat trick with Thursday close  
03-06-2013 Tim Courtney Oklahoma City CNBC.com
Finally! Economic Recovery is Starting to Pick Up Steam  
03-06-2013 Tim Courtney Oklahoma City CNBC
Productivity and labor costs are important to companies maintaining slow and steady profit growth  
02-07-2013 John Burns Oklahoma City RIABiz
With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog  
02-05-2013 Tim Courtney Oklahoma City CNBC
Dash for Trash Paying Off For Investors So Far  
02-03-2013 John Burns Oklahoma City InvestmentNews
RIA acquisitions down in 2012  
01-29-2013 John Burns Oklahoma City Family Wealth Report
Regional Wealth Manager Boosts Business In Dallas With Acquisition  
01-28-2013 John Burns Oklahoma City Yahoo Finance
Exencial Wealth Advisors Acquires Investors Asset Management  
01-28-2013 John Burns Oklahoma City Houston Chronicle
Exencial Wealth Advisors Acquires Investors Asset Management  
01-28-2013 John Burns Oklahoma City Morningstar
Exencial Wealth Advisors Acquires Investors Asset Management  
01-28-2013 John Burns Oklahoma City MarketWatch
Exencial Wealth Advisors Acquires Investors Asset Management  

2012

Date Advisor Office Publication Description
12-28-2012 Tim Courtney Oklahoma City Market Watch
Should you bet on the VIX ‘fear index’?  
12-27-2012 Tim Courtney Oklahoma City Fox Business
Bullish Market Outlook Despite Fiscal Cliff Concerns?  
11-26-2012 John Burns Old Lyme benefitspro
Thinking About Going Independent? Here's Some Guidance To Help Build Your Business  
10-29-2012 Tim Courtney Oklahoma City The Wall Street Journal
A Real-Estate Primer  
10-03-2012 Tim Courtney Oklahoma City The Wall Street Journal
Stop Me Before I Do Something Stupid  
09-28-2012 John Burns Oklahoma City RIA Biz
How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarkeyCounsel Summit.  
09-27-2012 Tim Courtney Oklahoma City Reuters
US Stocks-Wall Street steady on China, mixed U.S. data  
09-27-2012 Tim Courtney Oklahoma City SmartMoney
Retire Here, Not There: Oklahoma  
09-06-2012 Marvin Williams Oklahoma City Reuters
Why the small-cap rally may stall  
09-01-2012 Tim Courtney Oklahoma City The Wall Street Journal
Should You Wade In With a Windfall?  
08-30-2012 John Burns Oklahoma City KFOR
John appeared on KFOR to discuss the few new disclosure rules for 401(k)s. During his appearance, John explained the importance of owning low cost fund options.  
08-14-2012 Tim Courtney Oklahoma City CNBC
Tim Courtney returned as a guest on CNBC Closing Bell. During this appearance Tim explained the importance of controlling investment costs by selecting low expense and low turnover funds.  
08-01-2012 Tom McGuigan Old Lyme benefitspro
Retirement industry wants end to political stalemate  
05-28-2012 Tom McGuigan Old Lyme The Commercial Record
Tax Uncertainty is a Certainty in 2012  
05-15-2012 Tim Courtney Oklahoma City FOX Business
How to Choose Mutual Funds Like a Professional  
05-12-2012 Tom McGuigan Old Lyme The Wall Street Journal
Plan for Parents' Future  
05-09-2012 John Burns Oklahoma City RIA Biz
RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice  
05-01-2012 Tim Courtney Oklahoma City Financial Planning
Real Estate's Rehabilitation  
04-06-2012 Tim Courtney Oklahoma City The Wall Street Journal
Inspect the Fees in Your 401(k)  
04-05-2012 Tom McGuigan Old Lyme benefitspro
'Safe' investments still risky  
03-05-2012 Tom McGuigan Old Lyme theday.com
As stocks climb, local analysts say run will continue  
02-02-2012 Tim Courtney Oklahoma City U.S. News
US stocks flat ahead of unemployment report  
01-09-2012 John Burns Oklahoma City Financial Planning
10 M&A Deals that Shaped RIAs in 2011  

2011

Date Advisor Office Publication Description
12-28-2011 Tim Courtney Oklahoma City CNBC
Tim Courtney, Chief investment Officer of Burns Advisory Group, returned as a guest on CNBC's Closing Bell. During the appearance, he touched on the prospect of a solution to Europe’s recent woes, record U.S. company earnings, undervalued international real estate, the strength of small cap value stocks following tough periods and gold's questionable worth.  
12-14-2011 Tim Courtney Oklahoma City Market Watch
Year-end tax tips to maximize your money  
12-08-2011 Tim Courtney Oklahoma City The New York Times
Markets End Lower Ahead of European Summit  
11-26-2011 Tim Courtney Oklahoma City NewsOK.com
Shareholders Have  
11-21-2011 Tim Courtney Oklahoma City Market Watch
U.S. stocks decline sharply on debt worries  
11-16-2011 Tim Courtney Oklahoma City The Wall Street Journal
Morningstar's New Planet  
10-09-2011 John Burns Oklahoma City Bloomberg
Savers Stick With Roth IRAs Instead of Do-Overs to Cut Tax Bill  
10-01-2011 John Burns Oklahoma City Financial Planning
Merger Minded  
10-01-2011 John Burns Oklahoma City NewsOK
Investors looking for shelter in the storm  
09-30-2011 John Burns Oklahoma City NewsOK
Burns Advisory Group merging with Dallas investment firm  
09-22-2011 Tom McGuigan Old Lyme theday.com
McGuigan: A Summer of Learning  
09-04-2011 Tom McGuigan Old Lyme WTNH
Tom McGuigan from the Connecticut office of Burns Advisory Group appeared on WTNH News 8. In a discussion with Erin Cox, Tom noted the importance of planning ahead of time for storms, whether they be caused by hurricanes or stock market volatility.  
08-23-2011 Tim Courtney Oklahoma City The Street
'Middle' May Help Investors Driven to the Edge  
08-12-2011 Tim Courtney Oklahoma City NewsOK
Tim Courtney, Chief Investment Officer of Burns Advisory Group, participated in a live interview with Angi Bruss from NewsOK.com and The Oklahoman.  
08-12-2011 Tim Courtney Oklahoma City NewsOK.com
Downgrade by S&P puts United States at a crossroad  
08-10-2011 Tom McGuigan Old Lyme theday.com
It's a good time to buy, many analysts agree  
08-09-2011 Tom McGuigan Old Lyme Financial Planning
Staring Down the Eye of the Post-Downgrade Storm  
08-05-2011 Tim Courtney Oklahoma City CNBC
Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Squawk Box to address the recent stock market turmoil and share his expectations for investors.  
08-05-2011 Tom McGuigan Old Lyme theday.com
Local analysts say clients are maintaining their perspective  
08-04-2011 Tim Courtney Oklahoma City Reuters
Advisers steer clients to safer havens in stormy market  
07-08-2011 Tim Courtney Oklahoma City Bankrate.com
Shifting to stocks can boost retirement  
07-06-2011 Tim Courtney Oklahoma City CNBC
Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Power Lunch. During the appearance Tim made a convincing case for equity investments by pointing to historic strong earnings.  
05-19-2011 John Burns Oklahoma City The Journal Record
Burns: A tax on growth  
04-28-2011 Tim Courtney Oklahoma City CNBC
Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Thrifty Thursday Value Picks. During the appearance Tim gave points regarding the reasonable valuations of stocks relative to bonds and commodities.  
04-28-2011 Tim Courtney Oklahoma City CNBC
Stock vs Commodities - Pros Pick the Better Investment  
03-25-2011 Tim Courtney Oklahoma City CNBC
For Investors, Missing Rallies, Not Taking Losses the Biggest Fear  
03-21-2011 Tim Courtney Oklahoma City The Journal Record
Burns: Tax Relief  
03-18-2011 Tim Courtney Oklahoma City Market Watch
US Stocks Gain On Libya, Yen Reports; Banks Up  
03-15-2011 Tim Courtney Oklahoma City CNNMoney.com
The panic has begun. What now?  
03-10-2011 John Burns Oklahoma City CNBC
John Burns, founder of Burns Advisory Group, was a guest speaker on CNBC. During the appearance he discussed the historical superior performance of funds with low expenses.  
03-09-2011 Tom McGuigan Old Lyme RIA Biz
Hellish memories: Advisors recall rock bottom  
02-17-2011 Tim Courtney Oklahoma City CNBC
Tim Courtney, Chief Investment Officer of Burns Advisory Group, was a guest speaker on CNBC's Closing Bell. During the appearance, Tim offered strong fundamental support for continuing to remain invested in stocks. He pointed out that earnings are on track to clear previous records and stocks are priced attractively relative to other asset classes.  
02-17-2011 Tom McGuigan Old Lyme theday.com
McGuigan: Nice Idea But Silly Reasoning