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.
Many investors worried 2019 would be the year of the recession. However, it was very much the opposite with the S&P 500 returning 31.3%.1
Kristin Carlton In this piece, we outline five steps you can take now to set yourself up for financial success this year and in the years to come. Check out Kirstin's article here
Exencial's Lead Equity Analyst and Portfolio Manager, David Yepez, is featured in this quarter's employee spotlight. This piece offers insight into how David found his way to Exencial and how he uses his investment expertise to help clients.
2019 was a solid year for the markets, with most primary asset classes generating positive returns. Broad market equities were up between 18 to 36 percent, bonds were up between 4 and 14 percent and real estate was up between 22 and 28 percent as of Dec. 31.1 Even commodities, which have had a rough five years, broadly posted gains of between 7 and 15 percent.1
As 2019 comes to a close, we wanted to take a moment to express our gratitude for your trust in us. It has been a pleasure working with you and your families, and we look forward to continuing our efforts together in 2020 and beyond!
Over the last decade, environmental, social and governance (ESG)1 funds have become increasingly popular as more and more investors look to align their money with their personal values. Investors can now screen and select companies based on multiple factors.
We all know that the end of the year can be very busy, but we also want to make sure that items requiring attention are addressed. Getting last-minute planning matters squared away can help make next year’s tax filing as efficient as possible.
Several large brokerage houses made headlines earlier this fall when they announced zero fees for stock and ETF trading. Firms such as Charles Schwab, TD Ameritrade and Fidelity were on the list among others.1 However, while trading costs have lessened for ETFs, not much has changed for mutual funds.
As the holidays approach, our team at Exencial Wealth Advisors is reminded of how thankful we are for the continued support of our clients, business partners and friends of the firm. You truly inspire us each and every day. We wish you and your families a wonderful Thanksgiving!
During the last 10 years, international markets have disappointed, producing returns that are not quite half those of U.S. markets. Over the past five years, the S&P 500 is up 10.78 percent while the MSCI EAFE Index is up 4.81 percent. The last decade has seen the largest 10-year outperformance by the U.S. (nearly eight percent annually) since records became available in 1970. As such, there are a couple things we should keep in mind moving forward.
Please tell us about your current financial picture.