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.
The Institute for Supply Management’s (ISM) Purchasing Managers’ Index 1 declined to 49.1 percent in August, the lowest reading in more than three years. 2
A decade ago, one of the greatest concerns of the energy market was whether producers could extract enough oil out of the ground to meet growing global demand. This led Goldman Sachs analysts to famously predict $200 per barrel oil within five to 10 years.1 Today, however, the greatest challenge energy markets face is gauging how innovation and disruptive technologies will affect demand for oil.
We began this year with the market expecting a recession because of three primary concerns: uncertainty surrounding the Federal Reserve’s interest rate decision, escalating U.S.-China trade tensions and deteriorating global growth.
In this quarter’s employee spotlight, we’d like to highlight the unique role and background of Lori Stephenson, Relationship Manager at Exencial.
Over the last five years, the U.S. dollar has moved higher as a result of various monetary policies and positive U.S. economic growth. 1 The U.S. Dollar Index has risen 10 percent since the trade war began in January 2018 and about 25 percent since mid-2014. 2
At Exencial, we believe all aspects of an investor’s financial life are interconnected and should be integrated into a cohesive strategy.
In late July, the Federal Reserve announced an interest rate cut of 25 basis points,1 which came as no surprise to most investors as it had been widely forecasted and even encouraged for weeks.
In the face of this instability, it is only natural for investors to want to exit their positions. However, while this strategy is tempting, there is reason to believe it’s better for investors to weather the storm.
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.
Please tell us about your current financial picture.