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Resources

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International Investing

March 13, 2019
International Investing

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Spending and the National Debt Should Make More Headlines than the Shutdown(s)

February 15, 2019
Spending and the National Debt Should Make More Headlines than the Shutdown(s)

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REIT Dividends and Sec 199A QBI Deduction

February 13, 2019
REIT Dividends and Sec 199A QBI Deduction

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Making Sense of Conflicting Economic Data

January 28, 2019
Making Sense of Conflicting Economic Data

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What Has Driven Market VolAtility?

January 22, 2019
What Has Driven Market VolAtility?

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The Importance of Financial Planning

January 3, 2019
The Importance of Financial Planning

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An Odd Year for the Market Comes to a Close

December 21, 2018
An Odd Year for the Market Comes to a Close

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Three Things that Markets Provide – Two of Them are Good

December 17, 2018
Three Things that Markets Provide – Two of Them are Good

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Exencial on Fox Business

December 10, 2018
Exencial on Fox Business

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Fall Investment Team

December 3, 2018
Fall Investment Team

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Estate Tax Exclusion up to 2025

November 29, 2018
Estate Tax Exclusion up to 2025

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Weekly Commentary: Is the ‘Halloween Indicator’ a Trick or a Treat?

October 26, 2018
Weekly Commentary: Is the ‘Halloween Indicator’ a Trick or a Treat?

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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.