EmVision Capital Advisors Blog

Is it a 24-karat Year?
Is it a 24-karat Year?

Gold has risen to new records in 2024. Headlines that Costco has started selling gold bars and, in fact, selling out have gone viral. For Bruno Mars fans, there appears to be twenty-four-karat magic in the air. The recent rise in gold is not new, as...

EmVision Capital Advisors Nominated for Two Forbes Awards
EmVision Capital Advisors Nominated for Two Forbes Awards in Wealth Management Excellence

EmVision Capital Advisors, a local wealth management firm specializing in high net worth and private wealth services, proudly announces its nomination for two prestigious Forbes awards: Top Wealth Management Team High Net Worth and Top Wealth...

Q1 Review: Record Highs, Diverging Sectors, and Bond Market Turbulence
Q1 Review: Record Highs, Diverging Sectors, and Bond Market Turbulence

The first quarter of 2024 showed dynamic market movements. Amidst these fluctuations, global equities surged to new heights, led by a surprising economic resilience and robust corporate profits. In this market review, we delve into the intricacies...

Explore the Evolution of Leading U.S. Companies: The Mag 7 or Mag 24?
Explore the Evolution of Leading U.S. Companies: The Mag 7 or Mag 24?

In today's dynamic market, the performance of the "Magnificent 7" (Mag 7) has captivated investors' attention, leading many U.S. market indexes to become heavily concentrated in a select few highly valued companies. However, this concentration...

Fear in Investing: Understanding and Overcoming Market Highs and Lows
Fear in Investing: Understanding and Overcoming Market Highs and Lows

Fear, that unpleasant emotion caused by a belief that something is going to happen to cause pain, is ever present in the investment world. The key words here are 'emotion' and 'belief,' and they lead to ill-timed investment decisions. As markets hit...

The Importance of Analyzing Existing Holdings

You've set your financial goals and identified the objectives to reach them. The next crucial step is to review your existing holdings and determine if there is a gap between your present situation and your ability to reach your goals. This will...

Streamlining Your Tax Filing: A Guide to Organization Organization
Streamlining Your Tax Filing: A Guide to Organization

Preparing to file your taxes can be stressful, even if your situation is relatively straightforward. The key to relieving any anxieties is getting organized.This is a smart tax planning strategy that will lay thegroundworkforeasyaccesstopastrecords.

Navigating 2024: Market Insights for Savvy Investors
Navigating 2024: Market Insights for Savvy Investors

The first quarter of 2024 is drawing to a close, and amidst the buzz of the upcoming election, three key topics have been dominating headlines: the slowing of economic growth, inflation and interest rates.For investors, it's crucial to reflect on...

Questions to Explore Before Meeting with Your Estate Planning Attorney
Questions to Explore Before Meeting with Your Estate Planning Attorney

Are you ready to take control of your estate planning? It’s never too early or too late, and your attorney can guide you through the process. To ensure your estate plan reflects your goals, be prepared to provide important information upfront and...