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.
In the first quarter, we transitioned out of a market that was largely quiet with small daily gains to one that is now characterized by volatility and uncertainty.1
In considering investment opportunities, we should not overlook companies that are capitalizing on the rapid advancements being made in artificial intelligence (AI). AI is the process of programming machines to mirror human intelligence, using skills such as learning and problem solving to complete tasks.1
Exencial’s employee spotlight series highlights the unique career paths and achievements of our dedicated team members. This quarter’s spotlight features one of our talented relationship managers, Taylor Gill. We were honored to welcome him back to our team in July 2019 after he interned with us at the beginning of his career.
Earlier this week, Exencial’s investment team held a client webinar to deliver an economic and markets update as uncertainty surrounding the COVID-19 pandemic persists.
In light of recent market turbulence and volatility, we are going to be hosting a webinar on Wednesday March 25th at 11am CST to deliver an economic update and Q&A session. This will be led by our Chief Investment Officer, Tim Courtney. There will be an invitation to follow.
This week, we officially entered into bear market territory.1 As the coronavirus continued to spread across the U.S., volatility and uncertainty spread through global markets. Because there are very few comparisons over the last 50 years for what we are now experiencing, the speed at which we reached bear market status was unprecedented. The market has now discounted earnings and valuations of nearly every company regardless of their industry or financial position.
Obviously, as everyone knows, this has been a very volatile week. I am trying to think of another time where we have seen markets this volatile. The closest one that comes to mind is the fourth quarter of 2008, but even this eclipses it. This is unique in that the market is trying to wrap its arms around an issue that we really have not had to deal with which is, 'exactly how much is this virus going to cost, not only in human lives, but in economic damage?'
When it comes to market declines, one of the foremost jobs of an advisor is to keep a level head in times like this. At Exencial, a chief part of our value proposition is to ensure disciplined execution of a calculated investment strategy in both good and challenging markets. In short, our role is to execute on the things that we and our clients can control.
This week saw several more days of volatile moves up and down, and it looks like stock markets will be ending the week at about the same level at which they began. The markets are continuing to try to determine how much economic damage is being done by COVID-19, and market volatility is likely here to stay until more clarity is evidenced.
The Coronavirus has dominated the market’s attention and indexes appear close to wrapping up their worst week in over a decade. As of the end of Thursday most broad indexes in the US and across the world had fallen about 12% to 15% from recent highs. US indexes are in correction (greater than a 10% decline) for the first time since late 2018.
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