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EmVision Capital Advisors Blog

EmVision President Nominated for Forbes Top Wealth Advisor Rankings
EmVision President Nominated for Forbes Top Wealth Advisor Rankings

EmVision Capital Advisors is proud to announce that President and CEO, Michael Embrescia, has been nominated for both the Forbes Top 250 Wealth Advisors and Best-in-State Wealth Advisors lists for 2024.
EmVision's Partner Ranked #1 by J.D. Power for the 11th Year: How It Benefits You
EmVision's Partner Commonwealth Ranked #1 by J.D. Power For The 11th Year: How It Benefits You

At EmVision Capital Advisors, we are thrilled to share that Commonwealth, our broker-dealer, has been ranked #1 in Independent Advisor Satisfaction among investment firms in the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study for the...
EmVision Swings into Action to Support Believe in Dreams!
EmVision Swings into Action to Support Believe in Dreams!

The EmVision Capital Advisors’ team swung into action on Monday, July, 15, participating in the Believe in Dreams’ 9th Annual Golf Outing at Barrington Golf Club in Aurora. EmVision's sponsored foursome teed off at 8:30 a.m. with more than 100 other...
Planning for Cognitive Decline: Safeguarding Your Financial Health in Retirement
Planning for Cognitive Decline: Safeguarding Your Financial Health in Retirement

When planning for retirement, most of us focus on ensuring we have saved enough, have the proper healthcare, and are set up to live in our desired location. However, one often overlooked but crucial aspect is the potential impact of cognitive...
Supporting Local Youth Through Believe in Dreams Annual Gala
Supporting Local Youth Through Believe in Dreams Annual Gala

Since 2019, EmVision Capital Advisors has been supporting Believe In Dreams, a local nonprofit that works to fulfill dreams of youth who are economically disadvantaged and have survived non-medical adversity by providing access to enriching...
EmVision Capital Advisors Achieves Elite Status with Commonwealth and AssetMark
EmVision Capital Advisors Achieves Elite Status with Commonwealth and AssetMark

EmVision Capital Advisors, a leading provider of comprehensive wealth management services, proudly announces its recent attainment of "President's Club" status with Commonwealth and "Platinum" status with AssetMark. These prestigious recognitions,...
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...
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...

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