EmVision Capital Advisors Blog

Emotions of Investing

Logic and emotion have never been a perfect pairing. It is logical for investors to stay focused on their long‑term goals during volatile markets, but emotionally it is very difficult to follow this reasoning.

Market Update: Feb. 1 Statement Shares Fed's Next Move

We recently came across this article written by Brian Wesbury, Chief Economist, and Robert Stein, CFA, Deputy Chief Economist, both from First Trust Portfolios L.P. This article is an easy read and does an excellent job of breaking down what the Fed...

Market Commentary

In December, markets sold off contributing to mixed results for the quarter and declines for 2022. High inflation levels and Fed rate hikes impacted the markets for the month, quarter, and year. Despite market turbulence, job growth, consumer...

The Path of Inflation - It's All About That Base

Whether it's the price of bread, gasoline, or rent, we all feel inflation. As consumers, we often feel inflation differently than the Fed measures inflation. In this month's On The Mark, we explore three aspects of inflation – price change versus...

Learn Exchange-Traded Fund Basics

Since the first exchange-traded fund (ETF) was introduced to the market in 1993, exchange-traded products have seen tremendous growth. In 2020, U.S. ETF assets have reached close to $5 trillion, with more than 2,000 exchange-traded products on the...

Finra Urges B-Ds, Reps to Implement Succession Plans

The Financial Industry Regulatory Authority (Finra) has issued a regulatory notice encouraging registered representatives and the 600,000 broker-dealers to have succession plans in place for when firms are sold or reps retire or are no longer able...

The Setting Every Community Up for Retirement Enhancement (SECURE) Act

On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects of financial planning and retirement saving. As time goes on, nuances in interpreting this new law will become clearer. Until...

4 Reasons to Consolidate Retirement Accounts

Did you knowAmericans change jobs an average of 12 times in their lifetime? If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among different custodians and...

A 7-Point Checklist for Your Estate Plan

When it comes toestate planning, executing your will and other estate documents is only the first step. To help ensure that your estate plan stays in tune with your goals and needs, it’s important to review and update it on an ongoing basis....

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