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EmVision Capital Advisors Blog

Why Every Millennial Needs a “Life CFO” (and What That Actually Means)
Why Every Millennial Needs a “Life CFO” (and What That Actually Means)

If you’re a millennial, you've probably heard every financial message under the sun such as: "Stop buying lattes.” “Invest in crypto.” “Max out your 401(k).” “Own a home—no, wait, renting is smarter.”
EmVision Featured in CityWire
EmVision Capital Advisors Featured in CityWire for RIA Transition

We’re pleased to share some exciting news: CityWire, a leading source of financial and investment news both in the U.S. and internationally, recently published a feature about EmVision Capital Advisors and our next chapter as an independent...
Insights from the AssetMark Platinum Summit 2025
Insights from the AssetMark Platinum Summit 2025

Earlier this month, our CEO, Michael Embrescia, attended the AssetMark Platinum Summit 2025 from Sept. 4-6 at the Ritz-Carlton Bacara in Santa Barbara, California. The annual event brought together advisors from across the country to share ideas,...
Your Guide to Self-Directed Brokerage Accounts
Your Guide to Self-Directed Brokerage Accounts (SDBAs)

Your workplace retirement plan is more than just a box you check during open enrollment. It’s one of the most powerful tools you have for building long-term wealth. For many people, it’s also one of their largest financial assets. Yet, too often,...
Strategies for Efficient Tax Planning
Strategies for Efficient Tax Planning

At EmVision Capital Advisors, we believe that managing wealth isn’t just about investment performance, it’s also about minimizing what you lose to taxes. For many households, particularly high-income households, taxes are the single largest expense...
What 150 Years of Market History Teaches Us About Income Planning
What 150 Years of Market History Teaches Us About Income Planning

When markets are on the rise, it’s easy to wonder: Why not go all in on stocks? Why hold bonds or anything that might drag down performance? It’s a fair question, especially when headlines focus on record highs and tech-fueled growth. But, let's...
Your 2025 Mid-Year Outlook
Your 2025 Mid-Year Outlook

If you only read the headlines, you might think the first half of 2025 was a disaster for investors. Between geopolitical flare-ups, polarizing policy shifts, and a dramatic market drop in April, there was no shortage of reasons to panic. But the...
Are Subscriptions Draining Your Bank Account?
Are Subscriptions Draining Your Bank Account?

You open your bank statement and notice a string of small charges you barely remember signing up for. It might be a streaming service you signed up for during the pandemic, the meditation app you downloaded during a stressful week, and a digital...
EmVision’s Growth Story with CFO Jim Artale Featured on The Spark Podcast
EmVision’s Growth Story with CFO Jim Artale Featured on The Spark Podcast

At EmVision Capital Advisors, our goal is simple: help people stay healthy, wealthy, and wise. This belief has shaped every part of our journey, from how we support clients to how we grow our team. Recently, our CFO and Partner, Jim Artale, was...

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