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.
We entered 2020 with U.S. stocks trading at healthy valuations. Prices were justified, though not cheap1, so there wasn’t a lot of room for markets to absorb unexpected bad news.
The market has been unusually quiet. In fact, up until Jan. 27, it hadn’t moved 1% or more since mid-October, marking the sixth-longest quiet streak in the last 50 years.1 Since Jan. 27, we have had four more days of greater than + or- 1% moves.
Semi - Annual Client Call to review 2019 and to go over 2020.
At the end of 2019, a couple of pieces of legislation were signed into law that will potentially affect the taxes of a large number of Americans. The Setting Every Community Up For Retirement Enhancement Act (SECURE Act)1 made major changes to IRAs and 401(k) plans, while the Further Consolidated Appropriations Act2 revived several of the so-called tax extenders that expired in 2018.
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.
Please tell us about your current financial picture.