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Exencial Wealth Advisors
United States
เข้าร่วมเมื่อ 28 ก.พ. 2020
We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with banks, insurance companies and Wall Street Brokerage firms.
We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial’s services include all facets of wealth management such as financial planning, tax planning, portfolio management, and executive compensation and planning.
Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others resort to panic.
We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial’s services include all facets of wealth management such as financial planning, tax planning, portfolio management, and executive compensation and planning.
Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others resort to panic.
December 2023 Monthly Market Exchange
For those who missed our Monthly Market Exchange on December 5, 2023, or for those looking to revisit the valuable insights shared, we're excited to announce that the recording is now available.
Join Jeff Hibbeler and Randy Farina as they delve deep into the latest market trends and provide answers to pressing questions.
Key discussion points for this call include:
Market and Economic Update - 2023 review and 2024 preview
Join Jeff Hibbeler and Randy Farina as they delve deep into the latest market trends and provide answers to pressing questions.
Key discussion points for this call include:
Market and Economic Update - 2023 review and 2024 preview
มุมมอง: 169
วีดีโอ
November 2023 Monthly Market Exchange
มุมมอง 1129 หลายเดือนก่อน
For those who missed our Monthly Market Exchange on November 7, 2023, or for those looking to revisit the valuable insights shared, we're excited to announce that the recording is now available. Join Jeff Hibbeler and Randy Farina as they delve deep into the latest market trends and provide answers to pressing questions. Key discussion points for this call include: - Market Update - A busy week...
October 2023 Monthly Market Exchange
มุมมอง 10910 หลายเดือนก่อน
For those who missed our Monthly Market Exchange on October 3, 2023, or for those looking to revisit the valuable insights shared, we're excited to announce that the recording is now available. Join Jeff Hibbeler and Randy Farina as they delve deep into the latest market trends and provide answers to pressing questions. Key discussion points for this call include: - AI Market expectations and i...
September 2023 Monthly Market Exchange
มุมมอง 9611 หลายเดือนก่อน
For those who missed our Monthly Market Exchange on September 5, 2023, or for those wishing to revisit the insights shared, we are pleased to announce that the recording is now available! Join Jeff Hibbeler and Pete Trontis as they dissect the latest market trends and answer pressing questions. Points of discussion for this call include: - Second Quarter Earnings Update - Federal Reserve Policy...
Exencial 2023 Mid-Year Market Review & Discussion
มุมมอง 147ปีที่แล้ว
📺 Recorded Webinar: Navigating the Financial Landscape - Market Signals & Investing Trends 2023 Missed our semi-annual client webinar earlier this week? Don't worry! 🤝 We've got you covered with the full recording right here on our TH-cam channel. Join our Investment Team as they share their valuable insights on market signals from the first half of 2023 and expert expectations for the road ahe...
June 2023 Monthly Market Exchange
มุมมอง 104ปีที่แล้ว
Each month, Jeff Hibbeler and Randy Farina host an interactive call to discuss the current market environment. Points of discussion for this call include: Federal Reserve - Time for a pause? International stocks - An important asset allocation diversifier
May 2023 Monthly Conference Call
มุมมอง 57ปีที่แล้ว
Each month, Jeff Hibbeler and Randy Farina host an interactive call to discuss the current market environment. Points of discussion for this call include: First Quarter Earnings Update Federal Reserve Decision Preview
April 2023 Monthly Conference Call
มุมมอง 54ปีที่แล้ว
Each month, Jeff Hibbeler and Randy Farina host an interactive call to discuss the current market environment. Points of discussion for this call include: - Federal Reserve Policy - Not done yet - Equity Market Update
March 2023 Monthly Conference Call
มุมมอง 52ปีที่แล้ว
Each month, Jeff Hibbeler and Randy Farina host an interactive call to discuss the current market environment. Points of discussion for this call include: - Federal Reserve Policy - Not done yet - Equity Market Update
US Treasury Rates Reach Highest Level in Years - What Does This Mean for the Economy?
มุมมอง 61ปีที่แล้ว
Here's your economic news today: U.S. Treasury yields climbed as investors digested wholesale inflation figures. China Renaissance shares plunged more than 20%. A small armada of oil tankers emerged to help Russia beat sanctions. In this video: 0:00 Morning Jog 02-17-2023 00:25 10-year yield hit 3.92%. 01:46 China Renaissance shares are down 20% after the founder goes missing. 02:42 Number of e...
Bank of America Plans To Cut Jobs At Its Investment Bank | Economic News Today
มุมมอง 93ปีที่แล้ว
Here's your economic news today: The producer price index rose 0.7% in January, higher than the 0.4% estimate. Bank of America is planning to cut 200 jobs in its investment bank. Paramount Global has announced plans to increase prices for Paramount this year. In this video: 0:00 Morning Jog 02-16-2023 00:23 Wholesale price 0.7% up in January 01:52 Bank of America cutting 200 jobs in their inves...
Sales At Retailers Rose 9% More Than Expected | Economic News Today
มุมมอง 41ปีที่แล้ว
Here's your economic news today: Retail sales were expected to increase 1.9% in January. Tesla will halt some production at its Shanghai factory until the end of February. Barclays reported a 14% fall in full-year pretax profit on Wednesday as earnings were poleaxed by surging costs In this video: 0:00 Morning Jog 02-15-2023 00:26 Retail sales made a 3% jump in January. 01:34 Tesla is shutting ...
Coca-Cola’s Quarterly Revenue Topped Wall Street’s Estimates | Economic News Today
มุมมอง 27ปีที่แล้ว
Here's your economic news today: The consumer price index was expected to increase 0.4% in January from a month ago and 6.2% on an annual basis. Burger King named Chief Operating Officer Joshua Kobza as its new chief executive. Coca-Cola's revenue rises in the fourth quarter. In this video: 0:00 Morning Jog 02/14/2023 00:25 CPI coming in at 0.5% in January a little more than expected. 01:28 Coc...
Adidas To Lose Around 1.2 Billion Dollars | Economic News Today
มุมมอง 30ปีที่แล้ว
Here's your economic news today: Russia will reduce its oil output by 500,000 barrels per day in March. Adidas shares plummeted after the company announced could lose revenue in 2023. Britain's economy showed zero growth in the final three months of 2022. In this video: 0:00 Morning Jog 02-10-2023 00:25 Russia is cutting 500 barrels of oil per day. 01:13 Adidas shares down after Yeezy sales fel...
Mortgage Refinance Demand Surged 18% | Economic News Today
มุมมอง 27ปีที่แล้ว
Here's your economic news today: CVS agreed to buy Oak Street Health Inc. for an enterprise value of $10.6 billion. Taco Bell outperformed expectations with strong same-store sales growth. Mortgage refinance demand jumps 18%. In this video: 0:00 Morning Jog 02-08-2023 00:20 CVS is buying Oak Street Health for $10 billion. 01:26 Yum beats expectations with nice earnings, strengthened by Taco Bel...
BP Posts Record 2022 Earnings Of $27.7 Billion | Economic News
มุมมอง 38ปีที่แล้ว
BP Posts Record 2022 Earnings Of $27.7 Billion | Economic News
Dell To Layoff 5% Of Its Workforce In The Latest News Today
มุมมอง 70ปีที่แล้ว
Dell To Layoff 5% Of Its Workforce In The Latest News Today
Alphabet Reports Disappointing Earnings, Revenue Down | Latest News
มุมมอง 51ปีที่แล้ว
Alphabet Reports Disappointing Earnings, Revenue Down | Latest News
S&P 500 Closes Higher On Wednesday As Meta Leads The Tech Return | Economic News Today
มุมมอง 36ปีที่แล้ว
S&P 500 Closes Higher On Wednesday As Meta Leads The Tech Return | Economic News Today
GM Smashes Expectations | Economic News Today
มุมมอง 25ปีที่แล้ว
GM Smashes Expectations | Economic News Today
Vancouver To Decriminalize Hard Drugs | Economic News Today
มุมมอง 34ปีที่แล้ว
Vancouver To Decriminalize Hard Drugs | Economic News Today
Chevron Shares Were Down As Profits Went Up | Economic News Today
มุมมอง 24ปีที่แล้ว
Chevron Shares Were Down As Profits Went Up | Economic News Today
Exencial Wealth Advisors 2023 Market Outlook Webinar
มุมมอง 162ปีที่แล้ว
Exencial Wealth Advisors 2023 Market Outlook Webinar
Boeing Reports 4th Quarter Loss As Supply Chain Issued Weighed In | Economic News Today
มุมมอง 10ปีที่แล้ว
Boeing Reports 4th Quarter Loss As Supply Chain Issued Weighed In | Economic News Today
J&J Beat Profit Expectations As Revenue Slips | Economic News Today
มุมมอง 17ปีที่แล้ว
J&J Beat Profit Expectations As Revenue Slips | Economic News Today
Tech Layoffs Spread As Google Axes 12,000 Positions | Economic News Today
มุมมอง 38ปีที่แล้ว
Tech Layoffs Spread As Google Axes 12,000 Positions | Economic News Today
The US Has Reached Its Debt Limit | Economic News Today
มุมมอง 21ปีที่แล้ว
The US Has Reached Its Debt Limit | Economic News Today
Microsoft To Cut 10,000 Jobs As Layoffs Accelerate | Economic News Today
มุมมอง 16ปีที่แล้ว
Microsoft To Cut 10,000 Jobs As Layoffs Accelerate | Economic News Today
China's Population Declines For The First Time In Decades | Economic News Today
มุมมอง 12ปีที่แล้ว
China's Population Declines For The First Time In Decades | Economic News Today
Thank you very much. This explanation was super clear.
Best explanation I've found for sure...thank you for the content and for sharing !
Thank you for the clarification. I spent all day trying to get a clear explanation of the difference, with no luck. Now I know. Cheers.
from merrill... I get this warning message: "The limit trail cannot be less than the stop trail for a trailing stop quote limit order. Please update your instructions"
Thank you!! You made that so easy to understand.
Thanks
Why is 100 percent bad. As an individual, if i earn 50k a year, and i owe 50k, thats not a problem. In fact when people buy a home the borrow multiples of their income, eg 500%, so 100% is tiny. I dont understand what a country debt to gdp ratio of 100 percent is bad in the context of that example
Teaming up with Biden is a disaster waiting to happen, hes a lunatic!!!!
Thank you!
Thank you Sir! Great information.
Thank you🙏🏽
😂it should be debt interest to tax revenue ratio
Biden helped break our Unions!
I have not found an explanation yet. How about ticks as trailing limit, bid ask or LTP? ..with no option for market, or limit?
This does not make sense. If someone is making enough to max out 401k then the only option for Roth is Backdoor Roth. Not sure what percent of people will fall in this income range
Traditional 401k + Roth IRA, been doing it for years.
I max my Roth IRA, 401k pre-tax, and HSA. I'm well under the Roth income limit. It depends highly on cost of living. If you're in LA or NY, yeah, it's probably not going to happen.
No, there is a definitely a window where you can max out but not be over the Roth IRA limit (and if you live very frugally, that range gets larger). But once you are at a point where you have to do a backdoor Roth IRA, then you might run into an issue of having a 12 % contribution limit to your 401k, which can prevent you from maxing your 401k, depending on what your company's top 10% earners are for that year.
Thanks for the simple explanation!: )
When i make a buy order with a stop loss set Once the order becomes Active, do i own the stock or is the stock held in escrow until the lower limit is hit, and the order has been filled?? If i buy the stock, i want to protect myself against the immediate drop, but if the stock goes up can i cancel the limit order and own the stock ??? Once the order becomes active, can i cancel the order, hang on to the stock and set a sell limit to protect my investment????
Good…
"PromoSM" 🤷
WTF are the teamsters paying dues for if they can't get a pension without dodo Biden bailing them out?
Debt to gnp in Deutschland is 67 percent.Die deutsche Schuldenstandsquote liegt bei 67 Prozent, die der USA bei 121 Prozent.
TNX to the moon! I don't see a FED cut until 2024 after the elections or very early 2025. Tigheter for longer will break the back of the economy.
Why doesn't this video have any views?😯😮
Hmmmm
Prosecute the thieves that stole the money. Jimmy didn't die because he was a nice guy. Wake up people.
This is the beginning of the end for the teamsters. What are they going to do 10 years from now when they run out of cash again?
Are other under funded pensions such as state pensions going to get bailout too? Illinois and New Jersey are in trouble.
Why are they in trouble? It's called corruption and mismanagement by liberal leaders that unions vote for. Don't give 'em a damn dime!
Nope. They are going BROKE because they have gone WOKE. BOYCOTT TARGET 🎯. Selling Transgendered clothing for toddlers! Shame on you Target 🎯
Sciiiiiiitsos, where are the young Turks freaking out about how dangerous Biden is ???🤣🤣🤣🤣😉👍🤓
Should have addressed the issue of being pitched variable annuities and/or whole life insurance as tax-efficient investment options once retirement plan contributions limits have been exceeded and why these are expensive and subpar for many/most people.
Russia doesn't have to blow it up. They have this thing called a valve that can shut off the gas. The US 100% did this to keep Europe from making deals with Russia this winter. Smooth brain take.
100% speculation. It's not about smooth brain, but about proves.
Nothing was signed yet ... workers are not happy with agreement so don't put fake news
I started my career in the US nuclear industry in 1977. Reactors, specifically the PWRs like Diablo Canyon, were assigned thirty-year lifespans as part of their design. That has been extended, but not due to sound engineering principles. It has been extended due to economics and politics. During the operation of a nuclear power plant, the material of the reactor pressure vessel is exposed to neutron radiation (especially to fast neutrons), which results in localized embrittlement of the steel and welds in the area of the reactor core. Since the reactor pressure vessel is considered irreplaceable, these aging effects of the RPV are life-limiting conditions for a nuclear power plant.
Let's go Russia ,hope that will closed NS1 . Btw europ always can open NS2 😂😂😂😂😂😂
Why is the Russian debt in 2022 18.02 %
Everyone is scared because of the current dip in the market. The question is will the current price of the market ever rise? when will it rise again? But you don't have to be scared when you are using a good and accurate strategy, I have been using Henry Artem's strategy for a while now and it has been helpful. I was down to about 45k but I traded all and so far I have made up to 483k and I withdraw half the amount. I know that was a smart move for me because it win-win for me. To get started go to www.henryartemstrategy.com/
No nikola will be king just like any start up check out bears work shop and see nikola is making progress it will be the king of hydrogen ev semi trucks 300 a share coming soon .and there ER coming out this Friday so you will see they are doing good stuff $$$money dnt sleep
"Pointless" sums the expense of time watching this contribution. Nothing about wealth preservation.
Got a question for u - A country with no debt...is that a good thing?
th-cam.com/video/lnxyKvSiEr8/w-d-xo.html ?
Nice and simple, thanks dude, What I need to sell once it hits a certain price and pulls back? for example if Amazon hits 5000 $ and pulls back to 4500 I need to sell immediately. (But not before it hits the 5000) How can I formulate this stop order ?
Can a 15% increase in GDP ratio be detrimental especially if a country is predominantly dependent on grant money?
bro, elon is trollling the sec man lol
I hear that Shell have since renagued and have bought Russian oil when the price fell very low and their greed kicked in. Shame on Shell. I know which gas station I will NOT be using the fill my car!
FINALLY! a clear explanation. Would be better with graphics but your explanation was simple and easy to understand. Thanks!
Thank you for this clear and lucid explanation. Have a great day, too!
Buying discounted oil is the moral thing to do there are lots of poor people who will be destroyed by the increase of oil price. Sad that in this world appearing to do good is better than actually doing good
Film a video about Chinese exporting gasoline; 1 hour later China bans gasoline exports 🤷♂️🤷♂️🤣
BOYCOTT SHELL, they raised their gasoline prices like all of the greedy bastards...
I really liked it