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EmVision Capital Advisors Blog

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...
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...

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