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Resources

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Weekly Commentary: Unpacking the Italian Bond Crisis

June 8, 2018
Weekly Commentary: Unpacking the Italian Bond Crisis

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10 Funds That Can Beat the Market for Another Decade

May 17, 2018
10 Funds That Can Beat the Market for Another Decade

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Improving Your Roth IRA Strategy

May 2, 2018
Improving Your Roth IRA Strategy

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Year-end Portfolio Housekeeping Checklist

May 2, 2018
Year-end Portfolio Housekeeping Checklist

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Stock Market Outlook: Likely to Stay Lively in April

May 1, 2018
Stock Market Outlook: Likely to Stay Lively in April

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Why We Shouldn’t Base Investment Decisions off Definitions

May 1, 2018
Why We Shouldn’t Base Investment Decisions off Definitions

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Key Market and Economic Themes to Watch in Q2

May 1, 2018
Key Market and Economic Themes to Watch in Q2

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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.