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Resources

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Notes Ahead of Earnings Season

October 11, 2024
Notes Ahead of Earnings Season

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Top 3 Market Drivers for Q4 2024

October 4, 2024
Top 3 Market Drivers for Q4 2024

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Keeping Your Investment Plan on Track During an Election Year

September 20, 2024
Keeping Your Investment Plan on Track During an Election Year

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Considerations for the Next Federal Reserve Meeting

September 13, 2024
Considerations for the Next Federal Reserve Meeting

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How to Be An Accommodating Investor

September 6, 2024
How to Be An Accommodating Investor

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Market Corrections Can Expose Weak Supports

August 30, 2024
Market Corrections Can Expose Weak Supports

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Performance of the S&P 500 in a Concentrated Market

August 23, 2024
Performance of the S&P 500 in a Concentrated Market

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National Debt: Free Lunch or Disaster?

August 16, 2024
National Debt: Free Lunch or Disaster?

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Navigating a Soft Landing and the Influence of Money Supply

August 9, 2024
Navigating a Soft Landing and the Influence of Money Supply

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Evaluating AI Investments in a Booming Market

August 2, 2024
Evaluating AI Investments in a Booming Market

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A Summary of Exencial’s Quarterly Market Outlook and Discussion - Q3 2024

July 26, 2024
A Summary of Exencial’s Quarterly Market Outlook and Discussion - Q3 2024

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Examining Small-Cap Investments

July 19, 2024
Examining Small-Cap Investments

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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.