EmVision Capital Advisors Blog

Investing at Market Highs: Should You Join the Party?

Investing at market highs can feel like walking into a party right when the lights come on — it’s still technically the same event, but the vibe (and the upside) has changed.

Insights from the AssetMark Platinum Summit 2025

Earlier this month, our CEO, Michael Embrescia, attended the AssetMark Platinum Summit 2025 from Sept. 4-6 at the Ritz-Carlton Bacara in Santa Barbara, California. The annual event brought together advisors from across the country to share ideas,...

Are Rate Cuts Good For Stock Markets?

A slowing job market has raised the hope for interest rate cuts from the Federal Reserve. While the Fed doesn’t have a strong track record of cutting rates early enough to prevent recessions, history shows that stocks have often fared well after...

Answering 3 Key Questions on Government Shutdown

The U.S. government formally entered a shutdown on Wednesday, October 1, as the two parties could not reconcile differences in healthcare subsidies. Sadly, this is not the first time the government has shut down. In this article, we answer three...

Welcoming Nicholas Embrescia to The EmVision Team

We’re excited to share some great news—EmVision Capital Advisors is growing! Please join us in welcoming Nicholas Embrescia as the newest member of our team. Nicholas recently joined us as a Client Service Specialist, and he’s already making an...

Your Guide to Self-Directed Brokerage Accounts (SDBAs)

Your workplace retirement plan is more than just a box you check during open enrollment. It’s one of the most powerful tools you have for building long-term wealth. For many people, it’s also one of their largest financial assets. Yet, too often,...

Muni Power: Keep More of What You Earn

For over 200 years, municipal bonds or "munis," which are debt securities issued by states and local governments, have funded American projects such as schools, utilities, and more. The interest paid on munis is generally exempt from federal taxes...

Strategies for Efficient Tax Planning

At EmVision Capital Advisors, we believe that managing wealth isn’t just about investment performance, it’s also about minimizing what you lose to taxes. For many households, particularly high-income households, taxes are the single largest expense...

What 150 Years of Market History Teaches Us About Income Planning

When markets are on the rise, it’s easy to wonder: Why not go all in on stocks? Why hold bonds or anything that might drag down performance? It’s a fair question, especially when headlines focus on record highs and tech-fueled growth. But, let's...

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