3 Easy Ways to Start Saving for Your Retirement in 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

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

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

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
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

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
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

"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
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

"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

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

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

“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

“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

“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

“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

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
“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

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

"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.