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EmVision Capital Advisors Blog

Highlights From The 2025 AssetMark High Net Worth Symposium
Highlights From The 2025 AssetMark High Net Worth Symposium

Last month, four members of our EmVision Capital Advisors team traveled to Columbus to attend the AssetMark High Net Worth Symposium at Le Meridien. In attendance were our CEO and Founder, Michael Embrescia, COO Johnathon Opet, Wealth Advisor AJ...
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...
Investing at Market Highs: Should You Join the Party?
Investing at Market Highs: Should You Join the Party?

Investing at market highs can feel like walking into a party right when the lights come on — it’s still technically the same event, but the vibe (and the upside) has changed.
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,...
Are Rate Cuts Good For Stock Markets?

A slowing job market has raised the hope for interest rate cuts from the Federal Reserve. While the Fed doesn’t have a strong track record of cutting rates early enough to prevent recessions, history shows that stocks have often fared well after...
Answering 3 Key Questions on Government Shut Down
Answering 3 Key Questions on Government Shutdown

The U.S. government formally entered a shutdown on Wednesday, October 1, as the two parties could not reconcile differences in healthcare subsidies. Sadly, this is not the first time the government has shut down. In this article, we answer three...
Welcome Nicholas Embrescia
Welcoming Nicholas Embrescia to The EmVision Team

We’re excited to share some great news—EmVision Capital Advisors is growing! Please join us in welcoming Nicholas Embrescia as the newest member of our team. Nicholas recently joined us as a Client Service Specialist, and he’s already making an...
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,...

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