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Exencial Wealth Advisors

Exencial Wealth Advisors

May 2022 Monthly Conference Call

June 1, 2022
May 2022 Monthly Conference Call

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In Honor of Memorial Day

May 27, 2022
In Honor of Memorial Day

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Check-In on Big Tech

May 20, 2022
Check-In on Big Tech

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Time to Time the Market?

May 16, 2022
Time to Time the Market?

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2022 Slowdown

May 6, 2022
2022 Slowdown

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Don’t Fight the Fed When the Fed Is Fighting Inflation

April 29, 2022
Don’t Fight the Fed When the Fed Is Fighting Inflation

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3 Reasons Earnings Estimates Remain Strong

April 22, 2022
3 Reasons Earnings Estimates Remain Strong

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Tim Courtney Discusses Investment Strategies on Bloomberg Radio

April 14, 2022
Tim Courtney Discusses Investment Strategies on Bloomberg Radio

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3 Economic Factors To Monitor Next Quarter

April 7, 2022
3 Economic Factors To Monitor Next Quarter

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Rising Rates

April 1, 2022
Rising Rates

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Last-Minute Filing Considerations and Strategies for 2022

March 29, 2022
Last-Minute Filing Considerations and Strategies for 2022

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‘Big Tech’ Has Made the Market Concentrated, Other Sectors Remain Important

March 25, 2022
‘Big Tech’ Has Made the Market Concentrated, Other Sectors Remain Important

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Oklahoma City
9108 N Kelley
Oklahoma City, OK 73131
(405) 478-1971

Dallas
8080 N Central Expy
Suite 1085
Dallas, TX 75206
(972) 985-7162

Plano
5601 Granite Parkway
Suite 110
Plano, TX 75024
(972) 985-7162

Austin
4101 Parkstone Heights Drive
Suite 210
Austin, TX 78746
(512) 372-8118

San Antonio
7373 Broadway
Suite 400
San Antonio, TX 78209
(210) 738-3888

Newtown
41 University Drive
Suite 400
Newtown, PA 18940
(203) 298-8523

Old Lyme
83 Halls Road
Suite 205
Old Lyme, CT 06371
(860) 434-5999

Stamford
1266 East Main Street
Suite 700R
Stamford, CT 06902
(203) 298-8523

Charlotte
13801 Reese Boulevard
Suite 155
Huntersville, NC 28078
(704) 766-0574

Tampa
100 S. Ashley Drive
Suite 600
Tampa, FL 33602
(813) 723-1274

Cincinnati
201 E. Fifth Street
Suite 1900
Cincinnati, OH 45202
(203) 298-8523

Westlake Village
100 N. Westlake Blvd
Suite 203
Westlake Village, CA 91320
(805) 435-0030

GUILFORD
246 Goose Lane
Suite 201
Guilford, CT 06437
(203) 458-6800

Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm.