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Resources

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Buy The Dip – Legitimate Strategy or Just a Meme?

August 26, 2021
Buy The Dip – Legitimate Strategy or Just a Meme?

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Infrastructure Deal: Shovels Ready?

August 20, 2021
Infrastructure Deal: Shovels Ready?

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The Impact of Inflation

August 13, 2021
The Impact of Inflation

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A Recap of The 2021 Market Outlook Webinar

August 6, 2021
A Recap of The 2021 Market Outlook Webinar

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Important Updates

July 30, 2021
Important Updates

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Visionaries Needing their own Visionaries

July 28, 2021
Visionaries Needing their own Visionaries

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What Does Current Economic Data Tell Us?

July 23, 2021
What Does Current Economic Data Tell Us?

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Are Falling Interest Rates Signaling Weakness Ahead?

July 16, 2021
Are Falling Interest Rates Signaling Weakness Ahead?

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Preparing for the Possibility of Incapacitation

July 9, 2021
Preparing for the Possibility of Incapacitation

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Third Quarter Market Outlook

July 9, 2021
Third Quarter Market Outlook

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Celebrating Independence Day with Exencial Wealth Advisors

July 2, 2021
Celebrating Independence Day with Exencial Wealth Advisors

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Big Tech Revolution or Regulation?

June 25, 2021
Big Tech Revolution or Regulation?

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Oklahoma City
9108 N Kelley Ave
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.