Menu

EmVision Capital Advisors Blog

Policy Uncertainty Begins to Weigh on Investors
Policy Uncertainty Begins to Weigh on Investors

President Trump entered office with a desire to do things differently than his predecessor. He is certainly doing that. He has been aggressive in implementing some of his priorities. Better trade deals, lower government spending, tax reform, and...
Navigating Market Concentration and The Value of Diversification
Navigating Market Concentration and The Value of Diversification

The U.S. equity market, as represented by the S&P 500, has seen two years of returns above 20% as the largest companies in the index drove the market higher. Is this market concentration normal, or has broad diversification in an index dissolved?
Insights From The 2025 AssetMark Gold Forum
Insights From The 2025 AssetMark Gold Forum

Last week, I had the privilege of attending the AssetMark Gold Forum in Phoenix, Arizona, with two of my teammates and partners, Johnathon Opet and Jim Artale. This premier event gathered top financial advisors from across the country for several...
Why Financial Guidance Matters
Why Financial Guidance Matters—Especially Now

In today's fast-paced, headline-driven market environment, staying disciplined and sticking to your long-term financial plan is more critical than ever. But how do you remain calm and strategic when emotions run high?In this short video, our Founder...
Two
Two "I"s on Bonds

Bonds had a second tough year in 2024, with stickier inflation and continued fluctuations in interest rates. U.S. bonds eeked out a positive return while international bonds fell, hurt not only by rate volatility but also dollar moves. Should bonds...
Understanding The Impact of New Tariffs on Markets and The Economy
Understanding The Impact of New Tariffs on Markets and The Economy

As we move further into 2025, economic uncertainty remains high, fueled by shifting policies and trade tensions. The latest development—newly announced tariffs on key U.S. trade partners—has sent ripples through financial markets and raised concerns...
EmVision Capital Advisors Earns Prestigious Forbes Recognition as a Best-in-State Wealth Management Team
EmVision Capital Advisors Earns Prestigious Forbes Recognition as a Best-in-State Wealth Management Team

We’re excited to share some incredible news: Forbes has named EmVision Capital Advisors a 2025 Best-in-State Wealth Management Team! Out of more than 11,600 nominations across the country, our team earned this recognition for our commitment to...
Your 2025 Financial Outlook
Your 2025 Financial Outlook

As we enter 2025 with a fresh start, it's an opportune time to reassess and fine-tune our financial portfolios. While there are factors we can control, there are also broader economic forces at play that we must monitor carefully.
Small Steps, Big Wins: How Micro Financial Habits Can Grow Your Wealth
Small Steps, Big Wins: How Micro Financial Habits Can Grow Your Wealth

When it comes to building wealth, it’s easy to focus on big moves—like landing a high-paying job or making a profitable investment. But the truth is, the most meaningful changes often come from small, consistent actions. These “micro financial...

Contact us

Form CRS: Client Relationship Summary

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Copyright © 2022 EmVision Capital Advisors. All rights reserved.