EmVision Capital Advisors Blog

Charitable Giving: What To Do Before You Donate

Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and whether its...

Unsure When to Claim Social Security? Timing Has Its Benefits

For many Americans, social security benefits make up a significant portion of retirement income. When it comes to how much you will receive, you may be surprised to learn that you have a choice in the matter—and timing is everything. The longer you...

Real Assets: A Weapon in the Fight Against Inflation

Real assets are physical, tangible investments—such as real estate, precious metals, timber, and infrastructure—that historically have tended to maintain their real value independent of currency fluctuations. These types of assets are generally far...

Your Year-End Financial Planning Checklist for 2023

As 2023 winds down, your focus may begin turning to holiday planning, family gatherings, and delicious food. You might even entertain the idea of getting your tax documents in order. Consider going a few steps further and preparing for a yearly...

Retire Ready: 5 Positive Financial Habits to Adopt Today

Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the books that have accumulated on your to-read list, or finally being...

Basic Estate Planning Documents

Although many of us don’t like to think about planning for a future that we won’t be around to experience, a well-thought-out estate plan helps us manage and preserve assets during life and conserve and direct the distribution of assets at death. ...

Jim Zidd Joins EmVision to Provide Additional Offerings to Better Serve Clients

Jim Zidd recently joined the EmVision Capital Advisors’ team as a Wealth Advisor. “After countless conversations with Michael about business, ethics, work styles, and more, I decided joining EmVision was the right fit,” said Jim. “I want to make...

EmVision Supports Resilient Local Youth by Attending Believe in Dreams Annual Event

The EmVision Capital Advisors team supported local resilient youth by recently attending the Believe in Dreams annual event, A Night of Dreams, at Sapphire Creek Winery and Gardens in Chagrin Falls.

Retirement Planning at Every Age

Whether retirement is right around the corner or decades away, being strategic about investing and saving for that time can help set you up for a comfortable lifestyle once you stop working. Unfortunately, research finds that many Americans...

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