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3 Easy Ways to Start Saving for Your Retirement in 2022

January 3, 2022 |

“The key is to establish a habit,” says Dave Totah, certified financial planner at Exencial Wealth Advisors in Frisco, Texas. ... Financial advisors recommend contributing at least enough to your 401(k) to ...

April 2021 Stock Market Outlook

April 1, 2021 |

Earnings season—the multi-week period when public companies report their quarterly results—gets started mid-month, and market participants want to see momentum carry over from the fourth quarter of 2020, ...

How to make relocating safe

August 7, 2020 |

Check what the quarantine requirements are in your new location, said Jean Wilczynski, a certified financial planner and senior wealth adviser at Exencial Wealth Advisors in Old Lyme, Conn.

U.S. stocks climb in broad rally as crude oil rises

May 16, 2016 |

When oil prices climb, investors think the "earnings drought is at an end," said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Stocks climb as oil rises

May 16, 2016 |

When oil prices climb, investors think the "earnings drought is at an end," said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

GM Chorale to perform ‘Letter from Italy: 1944” in Hartford

April 18, 2017

The premiere is being made possible, in part, by the support of Gold Sponsors: Exencial Wealth Advisors and GM2 Associates, and also by The Richard P.

Rough quarter ends with gains

September 30, 2015 |

Tim Courtney, chief investment officer of Exencial Wealth Advisors, said it was only a matter of time before investors started buying given the recent drops.

Why stocks are tumbling 6 years into the bull market

August 23, 2015 |

"Household finances are growing more healthy ... but you want to see a pick-up in spending, too," said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Market ‘correction’ was long overdue

August 22, 2015 |

But you want to see a pickup in spending, too,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Sell-off after oil prices slump

December 11, 2015 |

"We're stockpiling commodities and demand is not picking up," said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Stocks drop sharply in afternoon as oil price falls again

December 11, 2015 |

THE QUOTE: “We’re stockpiling commodities and demand is not picking up,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Stocks sink in global rout

August 21, 2015 |

said Tim Courtney, CIO of Exencial Wealth Advisors. ... "Concerns about slowing growth in China are certainly valid," said Jeremy Zirin, head of investment strategy at UBS Wealth Management.

Slump in oil prices hammers stock market

December 11, 2015 |

“We’re stockpiling commodities and demand is not picking up,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Slump in oil prices hammers stock market

December 11, 2015 |

“We’re stockpiling commodities and demand is not picking up,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

Slump in oil prices hammers stock market

December 11, 2015 |

“We’re stockpiling commodities and demand is not picking up,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

A rout in crude oil prices hammers the stock market

December 11, 2015 |

“We’re stockpiling commodities and demand is not picking up,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

A big gain for stocks at the end of a turbulent quarter

September 30, 2015 |

Tim Courtney, chief investment officer of Exencial Wealth Advisors, said it was only a matter of time before investors started buying given the recent drops.

Why stocks are tumbling 6 years into the bull market

August 24, 2015 |

“Household finances are growing more healthy ... but you want to see a pickup in spending, too,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

US stocks tumble on global slowdown fears

August 23, 2015 |

said Tim Courtney, chief investment officer of Exencial Wealth Advisors. ... Those worries are valid, said Jeremy Zirin, head of investment strategy at UBS Wealth Management.

S&P hits 1,700 mark

August 1, 2013 |

"They're not great numbers, but they're positive and they're continuing to grow," said Tim Courtney, chief investment officer of Exencial Wealth Advisors in Oklahoma City.

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