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EmVision Capital Advisors Blog

EmVision Capital Advisors Earns Prestigious Forbes Recognition as a Best-in-State Wealth Management Team
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
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
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
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
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
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...
Your Family’s Financial Future – Prepare for Life’s Unexpected Turns
Your Family’s Financial Future – Prepare for Life’s Unexpected Turns

When most people plan for their family’s financial future, they focus on their dreams and aspirations. However, financial planning goes beyond investments, education, and retirement savings. Being prepared for unexpected life events is just as...
A Shrinking Landscape: Understanding the Decline of Public Companies
A Shrinking Landscape: Understanding The Decline of Public Companies

News headlines have focused on the magnificent seven leadership of the public equity markets and the concentration of the equity indices for the past couple of years. But if you look under the hood, you’ll find a different market landscape with a...
From Peaks to Valleys: Inflation's Ongoing Effects
From Peaks to Valleys: Inflation's Ongoing Effects

Two years ago, inflation reached an eye-popping 9.1% (year-over-year, or YOY). In response, the Federal Reserve raised interest rates at the fastest pace in 30 years. Today, with inflation having declined to 3.0% YOY, the Fed is now talking about...

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