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.
David Yepez, Investment Analyst/Portfolio Manager at Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to discuss areas of opportunity in the equity market.
Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, joined Yahoo! Finance’s YFi AM program this week to share his outlook on the markets amid escalating trade tensions with China.
Paying taxes on income, dividends and investment gains is likely a sign that assets are being productive and are generating cash flows and appreciation, which is ultimately the goal for investors.
Amid escalating trade wars and a global economic slowdown, respected members of the media asked Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, for his market analysis. Check out a few of Tim’s latest broadcast highlights below for further insight.
At Exencial, our employees are the driving force behind everything we do. Matt Ventura, Managing Director and Senior Wealth Advisor, is the perfect person to spotlight this quarter.
The third quarter of 2019 kicked off on a positive note. On July 1, the S&P 500 surged to new highs and the Dow gained 117.47 points following President Donald Trump and Chinese President Xi Jinping’s trade agreement at the annual G20 Summit.1
There are many potential benefits of owning real estate investment property. One specific benefit is the ability to defer gains when buying and selling properties.
A considerable amount of questioning, organizing and thinking goes into the process of determining how an individual should invest their savings. The initial purchase and weighting of securities and assets is the culmination of much planning and thought.
The old saying “sell in May and go away1” has managed to endure for many years. It essentially suggests that investors should sell their positions in the stock market from May through October and buy back in for the often more lucrative period between November and April.
Please tell us about your current financial picture.