At Exencial, our employees are the driving force behind everything we do. Matt Ventura, Managing Director and Senior Wealth Advisor, is the perfect person to spotlight this quarter.
The third quarter of 2019 kicked off on a positive note. On July 1, the S&P 500 surged to new highs and the Dow gained 117.47 points following President Donald Trump and Chinese President Xi Jinping’s trade agreement at the annual G20 Summit.1
There are many potential benefits of owning real estate investment property. One specific benefit is the ability to defer gains when buying and selling properties.
A considerable amount of questioning, organizing and thinking goes into the process of determining how an individual should invest their savings. The initial purchase and weighting of securities and assets is the culmination of much planning and thought.
The old saying “sell in May and go away1” has managed to endure for many years. It essentially suggests that investors should sell their positions in the stock market from May through October and buy back in for the often more lucrative period between November and April.
Bitcoin remains the most prominent form of cryptocurrency. Many market observers remember its meteoric rise in December 2017, when the value of bitcoin surged to an all-time high of nearly $20,000 just a month after it had been trading at $5,674.
Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, recently joined Yahoo! Finance’s On the Move program to discuss his market outlook ahead of this week’s Federal Reserve meeting.
Join David Yepez, and Tim Courtney, our CIO, as they discuss the current market status, developments within the industrial sector, and future changes within our SELECT Strategy.
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
The end of 2018 and beginning of 2019 were punctuated by market volatility.1 Over the 77 days between Oct. 9 and Dec. 24, 2018, the S&P 500 experienced a sharp pullback of almost 20 percent.2 Such an extreme decline is relatively rare, as are the volatility numbers from the CBOE Volatility Index (VIX) over that time, which were the highest since 2011.
In this article, we’ll identify the three most important economic considerations for markets to keep an eye on entering the New Year.
A primary goal of Exencial’s SELECT equity research is to build a list of companies that are leaders in their respective industries. Our in-depth analysis of factors like revenue growth, profit margins, future prospects and industry influence allows us to identify companies that are driving forces in the market.
There’s no doubt 2018 has been an odd year for the stock market. Fundamentals that typically indicate great market health haven’t led to great performance.
Tim Courtney, CIO of Exencial Wealth Advisors, provides an update on recent market activity
Tim Courtney, CIO of Exencial Wealth Advisors, recently joined CNBC's Nightly Business Report to examine stocks that are less vulnerable during an economic downturn.
With October coming to an end, we thought it would be a good time to address the aptly named “Halloween Indicator.”
Even with the market’s abrupt dip last week, the U.S. has outperformed international markets by about 6 percent per year over the last 10 years, making it look like a much safer and more lucrative bet.
Market participants are often trying to gauge where the economy is in the market cycle. Are we in the growth phase? Nearing the peak? Slowing toward a recession?
Our core philosophy at Exencial Wealth Advisors is “Integrated beats fragmented.” This means we can provide the best advice only when we have fully engaged clients who are willing to freely share information and exchange ideas. This philosophy is at the heart of our E3 process.
When the Tax Cuts and Jobs Act (TJCA) was passed into law late last year, a notable provision was introduced for small businesses. Certain taxpayers can now potentially receive a significant tax deduction on qualified business income (QBI).
The U.S. economy is witnessing some of its strongest numbers in recent years. If the numbers are so high, why isn’t the market even stronger?
The U.S. economy is booming. Unemployment keeps dropping, earnings continue to rise and consumer confidence is high.
Tim Courtney explained that the majority of U.S. economic indicators remain positive, and identified several stocks investors should consider to take advantage of this market environment.
Investors are wondering if financial contagion will make Turkey the first domino to fall in the long line of world economies, or whether it is an isolated incident.
Tim Courtney, CIO of Exencial Wealth Advisors, joined CNBC's "Power Lunch" last week to address how markets will fare in a rising interest rate environment.
If an investor hears the market is trending up or down, he or she might think that’s reflective of the average company being tracked. In reality, it doesn’t work that way.
Exencial periodically reviews gold and its role within the market. Gold certainly may be a fit in portfolios, but it’s no panacea.
“Past performance is not an indicator of future results.” It’s become a cliché, but there’s a reason for stating it beyond compliance concerns.
Just as you can’t expect to sit on the sidelines and win the race, you can’t simply reduce the risk in your asset portfolio and expect to make generous returns. There is no free lunch to investing.
Investors have enjoyed nearly a decade-long bull market. Tim Courtney, Chief Investment Officer discusses timing of the next recession.
Exencial Wealth Advisors CIO Tim Courtney discusses whether investors should be concerned about the U.S. yield curve.
The jobs reports released in the last couple months shows some astonishing number. See Tim Courtney's comments in this weeks Weekly Commentary
Tim Courtney's comments were included in reporter Michael Foster's recent Kiplinger slideshow regarding long-term funds that can beat the S&P 500
Why should you use a Roth IRA? What is the best way to incorporate this into your portfolio strategy? These questions and more are answered in this piece by Neil Krishnaswamy.
Maximizing returns and controlling risk can be tough to manage, in this piece by Portfolio Managers Rich Erwin & David Yepez they discuss how to limit exposure to uncertainty.
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.
Tim Courtney was recently featured in an article on Nerd Wallet by Anna-Louise Jackson about the recent market volatility.
Bear or Bull? Tim Courtney discusses the current market and what we should expect throughout 2018 with regard to volatility.
Derek Northup covers a couple of items that you should be paying attention to ahead of next years tax season.