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Financial Planning
January 17, 2025
Momentum Led the Way in 2024 – But at What Risk
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January 10, 2025
Preparing for the Sunset Provisions in the TCJA
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January 10, 2025
Entering 2025 with Key Themes in Focus
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January 10, 2025
Employee Spotlight: Andrea Elliott, Executive Assistant
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January 3, 2025
The Wisdom and Madness of Crowds, and of Financial Markets
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December 27, 2024
Happy New Year 2025!
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December 20, 2024
Happy Holidays from Exencial Wealth Advisors
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December 13, 2024
Evaluating the Risks and Rewards of Chasing Yield
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December 6, 2024
Inflation, Complacency, and the Future
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November 28, 2024
Happy Thanksgiving!
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November 22, 2024
Examining 2024’s Growth and Risks Across Key Asset Classes
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November 15, 2024
The Divergent Paths of U.S. and European Returns
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