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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...
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...
The Anti-New Year’s Resolution Manifesto: A Kinder Approach to Growth (and Finances)
The Anti-New Year’s Resolution Manifesto: A Kinder Approach to Growth (and Finances)

Every January, millions of people set ambitious New Year’s resolutions. Goals like “Save $10,000 this year” or “Cut out all unnecessary spending” can feel empowering at first. But by February or March many find themselves falling short and feeling...
You Are Not Warren Buffet... But That's OK
You Are Not Warren Buffet... But That's OK

Berkshire Hathaway, the company famously led by Warren Buffett, made headlines for raising its cash levels to all-time highs. This prompted some investors to wonder if markets are over-valued. Stock market valuations are only one factor in...
Why The Sequence of Returns Matters For Your Financial Future
Why The Sequence of Returns Matters For Your Financial Future

At EmVision Capital Advisors, one of our key priorities is helping you secure your financial future, especially as you approach or enter retirement. A crucial concept to understand is the sequence of returns—an often-overlooked factor that can...
6 Important Steps of a Successful Estate Plan
6 Essential Steps to Achieving a Successful Estate Plan

Estate and financial planning are some of the most important steps you can take to ensure your future is secure and your loved ones are cared for. You may already have the basic estate planning documents, but it’s essential to take action and create...
Introducing Steve Frank: Strengthening Our Expertise for You
Introducing Steve Frank: Strengthening Our Expertise for You

We’re excited to announce that Steve Frank, AIF®, has joined the EmVision Capital Advisors team as a wealth advisor, director of retirement plan services, and partner! With over 35 years of experience in the financial services industry, Steve brings...
Fed Rate Cut—Now What?
Fed Rate Cut—Now What?

The Fed has a dual mandate of promoting low inflation and full employment. In many ways, those two mandates are at odds with one another. The Fed seeks to balance low inflation and full employment by adjusting short-term interest rates.
Saving for College: Early Steps for Future Success
Saving for College: Early Steps for Future Success

Whether you're just starting a family or well into your parenthood journey, it's crucial to begin saving for your child's education. It's never too early to get started, and it's just as important as saving for your first home, retirement or...

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