bringing together investment management, tax planning and preparation, financial planning, and estate planning for a truly comprehensive approach to wealth management.
Globally diversified portfolios with a focus on value opportunities in the market. Our in house team of analysts, portfolio managers, and traders oversee our clients investments.
Prepared by our in house team of experts that file returns, generate tax projections, and evalute tax implications specific to situations.
Crafted with our in house team of experts with backgrounds in law, accounting, estate planning, and financial planning that execute our planning process.
Coordinate all aspects of our clients financial picture into their estate plans. "If it is not integrated, it is fragmented."
B. Riley FBR managing director Art Hogan, Nuveen chief investment strategist Brian Nick and Exencial Wealth Advisors CIO Tim Courtney discuss the markets, which are paring losses that were triggered by President Trump’s announcement of plans to implement U.S. tariffs on steel and aluminum.
Join Tim Courtney, CIO, David Yepez and Rich Erwin in our most recent Outlook video. Tim discusses global market volatility as well as macroeconomic and microeconomic factors that may come into play later this year While Rich and David explain new stocks they're introducing to our SELECT portfolio.
As unpredictable as this year has been, it’s important to take a moment to celebrate together. We are truly grateful for the continued support of our valued clients and business partners and wish you and your families a fun, relaxing and, above all, safe Independence Day.
At Exencial, we like to take time to celebrate the unique backgrounds, experiences and accomplishments of our team members. For this quarter’s employee spotlight, we are featuring Jason Niebauer, a web developer in our Frisco office.
International markets have continued to lag behind the U.S.1 The last calendar year in which international equities outperformed U.S. equities was 20172 and that happens to be about when the trade disputes – which started in early 2018 – began in earnest.3
Many people have either lost their jobs due to the coronavirus pandemic or are at risk of losing them. Although restrictions put into place to flatten the curve have loosened, the economic impact and uncertainty created by the pandemic is still being felt by Americans across the country.
Last week, the Federal Reserve announced plans to keep interest rates near zero through 2021 and possibly 2022.1 At least in the near term, low interest rates are here to stay.
This week, The National Bureau of Economic Research confirmed the U.S. entered a recession in late February as a result of the COVID-19 pandemic.1 At the same time, the S&P 500 almost erased all of its 2020 losses and briefly turned positive for the year amid hopes of a swift economic recovery.2
We’re pleased to share that the acquisition of Willingdon Wealth Management (Willingdon) was completed this week, and we wanted to provide more information about our exciting, new partnership.
The past few months have brought with them surprising market lows and highs amid the COVID-19 pandemic.
There were 20.5 million jobs lost in April alone. Our unemployment rate, now at 14.7%, is the highest it has been since World War II.1 The data is likely even worse if you factor in the millions who have dropped out of the workforce entirely as well as those who are underemployed.
Outside of jobless claims, current data on broad economic health has been scant and most companies have stopped providing earnings guidance. That has left economists to make estimates during a period that has no precedent. Over the last several weeks, gross domestic product (GDP) estimates have gradually worsened. Here are a few points we think are important to consider:
Please tell us about your current financial picture.