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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...
Streamlining Your Tax Filing: A Guide to Organization Organization
Streamlining Your Tax Filing: A Guide to Organization

Preparing to file your taxes can be stressful, even if your situation is relatively straightforward. The key to relieving any anxieties is getting organized.This is a smart tax planning strategy that will lay thegroundworkforeasyaccesstopastrecords.
The 5 Stages of Retirement
The 5 Stages of Retirement

Retirement is a life-changing event. After spending years looking forward to it, many people aren’t sure what to do with themselves when it finally arrives. Without the everyday routine and social outlet that work provides, it’s easy to feel a...
Strategic Insights: Navigating the Pitfalls of Excess Cash

Investors took advantage of higher interest rates in the aftermath of 2022’s bear market. Assets in money market funds soared to nearly $6 trillion at the end of 2023. For investors, cash became a great place to park savings and earn roughly 5%...
Secure Your Future Together: Financial Planning for Unmarried Couples
Secure Your Future Together: Financial Planning for Unmarried Couples

No one likes to think about death, disability, or a breakup. However, planning for the unexpected can help alleviate many potential problems, particularly for unmarried couples. Although some states have begun to offer committed unmarried couples...
Social Security Claiming Strategies: A Guide for Widows and Widowers
Social Security Claiming Strategies: A Guide for Widows and Widowers

If you are widowed, you have some decisions to make when it comes to claiming social security benefits. You may be eligible to claim benefits based upon either your own earnings record or that of your deceased spouse. To qualify for survivor...

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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.

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