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EmVision Capital Advisors Blog

Welcome RJ Swindaman to The EmVision Team
Welcome RJ Swindaman to The EmVision Team

We’re thrilled to introduce the newest member of our EmVision Capital Advisors team: RJ Swindaman III, CPFA®, CFP®, wealth advisor and retirement plan consultant. With over a decade of experience as both an advisor and mentor, RJ brings a wealth of...
Divided We Stand: Why the Closest Race in History May Not Matter for Markets
Divided We Stand: Why The Closest Race in History May Not Matter for Markets

Election day is almost upon us in what could be one of the closest elections in U.S. history. Most polls show Trump and Harris in a dead heat or a slight difference, well within the margin of error. However, because it is unlikely we’ll get a red or...
Your Family’s Financial Future – Prepare for Life’s Unexpected Turns
Your Family’s Financial Future – Prepare for Life’s Unexpected Turns

When most people plan for their family’s financial future, they focus on their dreams and aspirations. However, financial planning goes beyond investments, education, and retirement savings. Being prepared for unexpected life events is just as...
6 Important Steps of a Successful Estate Plan
6 Essential Steps to Achieving a Successful Estate Plan

Estate and financial planning are some of the most important steps you can take to ensure your future is secure and your loved ones are cared for. You may already have the basic estate planning documents, but it’s essential to take action and create...
Introducing Steve Frank: Strengthening Our Expertise for You
Introducing Steve Frank: Strengthening Our Expertise for You

We’re excited to announce that Steve Frank, AIF®, has joined the EmVision Capital Advisors team as a wealth advisor, director of retirement plan services, and partner! With over 35 years of experience in the financial services industry, Steve brings...
A Shrinking Landscape: Understanding the Decline of Public Companies
A Shrinking Landscape: Understanding The Decline of Public Companies

News headlines have focused on the magnificent seven leadership of the public equity markets and the concentration of the equity indices for the past couple of years. But if you look under the hood, you’ll find a different market landscape with a...
What Happens to Stocks After The First Rate Cut?
What Happens to Stocks After The First Rate Cut?

The Federal Reserve (Fed) last raised interest rates between 5.25% and 5.5% in July 2023 and has since been on hold. Keeping our economy healthy is at the core of the Fed’s responsibilities. The Fed does this through its dual mandate of price...
Fed Rate Cut—Now What?
Fed Rate Cut—Now What?

The Fed has a dual mandate of promoting low inflation and full employment. In many ways, those two mandates are at odds with one another. The Fed seeks to balance low inflation and full employment by adjusting short-term interest rates.
Saving for College: Early Steps for Future Success
Saving for College: Early Steps for Future Success

Whether you're just starting a family or well into your parenthood journey, it's crucial to begin saving for your child's education. It's never too early to get started, and it's just as important as saving for your first home, retirement or...

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