EmVision Capital Advisors Blog

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...

Navigating Economic Uncertainty: Staying Focused in 2025

Economic uncertainty can feel overwhelming, especially with inflation driving up the cost of living, market volatility impacting investments, and everyday essentials like food and housing becoming more expensive. As we move into 2025, many are...

The Anti-New Year’s Resolution Manifesto: A Kinder Approach to Growth (and Finances)

Every January, millions of people set ambitious New Year’s resolutions. Goals like “Save $10,000 this year” or “Cut out all unnecessary spending” can feel empowering at first. But by February or March many find themselves falling short and feeling...

Your Shifting Risk Tolerance: Is It Time to Reevaluate Your Portfolio?

When you first created your investment strategy, your portfolio’s asset allocation likely reflected your specific goals, time horizon, and tolerance for risk. These elements formed the foundation of your approach, helping to guide decisions and...

Introducing HSAs at EmVision: Your New Tool for Smarter Healthcare Planning

Changes in the health care marketplace, rising medical costs, and the tax advantages that health savings accounts (HSAs) offer make them an attractive planning tool for many individuals covered by high-deductible health plans (HDHPs). We are...

You Are Not Warren Buffet... But That's OK

Berkshire Hathaway, the company famously led by Warren Buffett, made headlines for raising its cash levels to all-time highs. This prompted some investors to wonder if markets are over-valued. Stock market valuations are only one factor in...

Why The Sequence of Returns Matters For Your Financial Future

At EmVision Capital Advisors, one of our key priorities is helping you secure your financial future, especially as you approach or enter retirement. A crucial concept to understand is the sequence of returns—an often-overlooked factor that can...

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...

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