EmVision Capital Advisors Blog

Johnathon Opet

EmVision Capital Advisors Blog

Navigating Market Concentration and The Value of Diversification

The U.S. equity market, as represented by the S&P 500, has seen two years of returns above 20% as the largest companies in the index drove the market higher. Is this market concentration normal, or has broad diversification in an index dissolved?

Two "I"s on Bonds

Bonds had a second tough year in 2024, with stickier inflation and continued fluctuations in interest rates. U.S. bonds eeked out a positive return while international bonds fell, hurt not only by rate volatility but also dollar moves. Should bonds...

Understanding The Impact of New Tariffs on Markets and The Economy

As we move further into 2025, economic uncertainty remains high, fueled by shifting policies and trade tensions. The latest development—newly announced tariffs on key U.S. trade partners—has sent ripples through financial markets and raised concerns...

EmVision Capital Advisors Earns Prestigious Forbes Recognition as a Best-in-State Wealth Management Team

We’re excited to share some incredible news: Forbes has named EmVision Capital Advisors a 2025 Best-in-State Wealth Management Team! Out of more than 11,600 nominations across the country, our team earned this recognition for our commitment to...

Small Steps, Big Wins: How Micro Financial Habits Can Grow Your Wealth

When it comes to building wealth, it’s easy to focus on big moves—like landing a high-paying job or making a profitable investment. But the truth is, the most meaningful changes often come from small, consistent actions. These “micro financial...

Don’t Let Market Gains Turn Into Tax Pains

With equity markets poised to close out another strong year, investors have an opportunity to manage their tax burden by tax-loss harvesting. This strategy uses portfolio losses to offset capital gains to lower the tax bill. Many investors may not...

Q4 Economic Outlook: Key Insights from EmVision Capital Advisors' CEO Michael Embrescia

As we enter the fourth quarter of the year, now is a crucial time to reassess your financial strategies in light of recent economic developments. Michael Embrescia, our President and CEO at EmVision Capital Advisors, provides valuable insights into...

Welcome RJ Swindaman to The EmVision Team

We’re thrilled to introduce the newest member of our EmVision Capital Advisors team: RJ Swindaman III, CPFA®, CFP®, wealth advisor and retirement plan consultant. With over a decade of experience as both an advisor and mentor, RJ brings a wealth of...

Divided We Stand: Why The Closest Race in History May Not Matter for Markets

Election day is almost upon us in what could be one of the closest elections in U.S. history. Most polls show Trump and Harris in a dead heat or a slight difference, well within the margin of error. However, because it is unlikely we’ll get a red or...

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Johnathon Opet