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Financial Planning
August 2, 2024
Evaluating AI Investments in a Booming Market
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July 26, 2024
A Summary of Exencial’s Quarterly Market Outlook and Discussion - Q3 2024
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July 19, 2024
Examining Small-Cap Investments
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July 12, 2024
Employee Spotlight: Jasen Wallace, CFP®, Wealth Advisor
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July 12, 2024
Elevating Client Relationships Through Fiduciary Excellence
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July 12, 2024
3 Key Factors to Watch in Q3 2024
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July 5, 2024
Happy Independence Day!
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June 28, 2024
Is the Inverted Yield Curve Still a Recession Signal?
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June 21, 2024
Navigate Timing Risk with Diversification and Withdrawal Planning
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June 14, 2024
The Interest Rate Scenario
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June 13, 2024
Why We Do Not Advise Crypto or Bitcoin Exposure
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June 7, 2024
Elections and Policy Changes Typically have Little Effect on Near-Term Markets
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