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 ended 2018 facing three primary risks: trade disagreements, uncertainty related to the Federal Reserve’s plan to raise rates and deteriorating global economic numbers.
A strong business is only as good as its people. At Exencial, we pride ourselves in our talented and committed staff who go above and beyond every day to serve our clients. One particular employee who embodies Exencial’s commitment to excellent client service is Marshall Welke, Director of Operations.
The idea of owning real estate is appealing for many investors. In this piece, we’re particularly referring to the direct ownership of residential real estate, such as single-family homes, condominiums and apartments. These are properties held for rent, so we usually do not include a personal residence in this discussion.
David Yepez, Investment Analyst/Portfolio Manager at Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to discuss stocks potentially poised for growth in 2019.
At Exencial, we have long been believers in diversification as a tool for wealth maintenance. Although wealth is often obtained by focused work, such as owning and running a business, becoming an expert in a particular field or just hard work, we like to say that wealth is maintained by diversification.
From the end of 2008 to the conclusion of 2018, the U.S. markets significantly outperformed international developed markets. The S&P 5001 averaged a 13.1 percent return annualized during this period versus 6.8 percent2 for the MSCI EAFE Index3, which represents major international equity markets across developed countries in Europe, Australasia and the Far East.
After lasting 35 days,1 the longest government shutdown in U.S. history at least temporarily ended on Jan. 25, 2019.2
Most of what we have heard to this point relating to the new 20 percent Sec 199A QBI deduction1 has centered on taxpayers with operating businesses. However, there is also a QBI deduction available for real estate investment trust (REIT) dividends.
Exencial’s first teleconference of 2019. These webinars are part of our commitment to keeping clients updated on the key market and economic factors driving our investment decisions.
There is no denying the markets have been on a volatile stretch recently. The S&P 500 bottomed out for 2018 with a Christmas Eve close of 2,351, marking over a 20 percent drop from the all-time closing high of 2,930 reached on Sept. 20, 2018.1
Please tell us about your current financial picture.